Filed: 11/10/2025ACC: 0002053305-25-000026
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $2.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$2.92B
Total AUM (reported)
52.33M
Total Shares
Allocation by class
COM$870.99M29.8%
CL A$584.87M20.0%
COM CL A$340.64M11.7%
SPONSORED ADS$290.50M9.9%
ORDINARY SHARES$279.20M9.6%
COM NEW$156.60M5.4%
CL A COM$86.36M3.0%
Portfolio Concentration
Top 3$688.22M23.6%
4–10$842.77M28.8%
11–25$927.74M31.8%
Rest$463.00M15.8%
Top 3 weight
23.6%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 52.33M
Sole
Full voting authority
2.70M
shares
% of voting shares5.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
49.63M
shares
% of voting shares94.8%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 94.8% of voting shares
Institutional Holdings95
Rows:
IREN LIMITED
SOLEShares5.95M
TypeSH
Market value$279.20M
9.56%
Sole
164.30K
Shared
0.00
None
5.78M
MICROSOFT CORP
SOLEShares442.45K
TypeSH
Market value$229.17M
7.84%
Sole
39.40K
Shared
0.00
None
403.05K
REDDIT INC
SOLEShares782K
TypeSH
Market value$179.85M
6.16%
Sole
30.52K
Shared
0.00
None
751.49K
META PLATFORMS INC
SOLEShares244.38K
TypeSH
Market value$179.47M
6.14%
Sole
27.60K
Shared
0.00
None
216.78K
AMAZON COM INC
SOLEShares607.67K
TypeSH
Market value$133.43M
4.57%
Sole
62.70K
Shared
0.00
None
544.97K
HIMS & HERS HEALTH INC
SOLEShares2.21M
TypeSH
Market value$125.37M
4.29%
Sole
92.01K
Shared
0.00
None
2.12M
BITMINE IMMERSION TECHNOLOGIE
SOLEShares2.06M
TypeSH
Market value$106.80M
3.66%
Sole
24.52K
Shared
0.00
None
2.03M
TAIWAN SEMICONDUCTOR MANUFACTU
SOLEShares378.18K
TypeSH
Market value$105.62M
3.62%
Sole
17.89K
Shared
0.00
None
360.29K
ROBINHOOD MKTS INC
SOLEShares707.49K
TypeSH
Market value$101.30M
3.47%
Sole
15.32K
Shared
0.00
None
692.17K
HINGE HEALTH INC
SOLEShares1.85M
TypeSH
Market value$90.77M
3.11%
Sole
61.02K
Shared
0.00
None
1.79M
ALIBABA GROUP HLDG LTD
SOLEShares473.43K
TypeSH
Market value$84.62M
2.90%
Sole
19.58K
Shared
0.00
None
453.85K
NVIDIA CORPORATION
SOLEShares422.31K
TypeSH
Market value$78.79M
2.70%
Sole
58.20K
Shared
0.00
None
364.11K
HUT 8 CORP
SOLEShares2.22M
TypeSH
Market value$77.37M
2.65%
Sole
57.69K
Shared
0.00
None
2.16M
KASPI KZ JSC
SOLEShares880.04K
TypeSH
Market value$71.88M
2.46%
Sole
34.66K
Shared
0.00
None
845.38K
MICRON TECHNOLOGY INC
SOLEShares414.26K
TypeSH
Market value$69.31M
2.37%
Sole
29.94K
Shared
0.00
None
384.32K
LEMONADE INC
SOLEShares1.25M
TypeSH
Market value$67.15M
2.30%
Sole
59.12K
Shared
0.00
None
1.20M
ALPHABET INC
SOLEShares264.60K
TypeSH
Market value$64.44M
2.21%
Sole
36K
Shared
0.00
None
228.60K
ALPHABET INC
SOLEShares261.70K
TypeSH
Market value$63.62M
2.18%
Sole
11K
Shared
0.00
None
250.70K
STRATEGY INC
SOLEShares193.13K
TypeSH
Market value$62.23M
2.13%
Sole
0.00
Shared
0.00
None
193.13K
CARVANA CO
SOLEShares147.36K
TypeSH
Market value$55.59M
1.90%
Sole
2.37K
Shared
0.00
None
144.99K
COINBASE GLOBAL INC
SOLEShares152.14K
TypeSH
Market value$51.35M
1.76%
Sole
5.25K
Shared
0.00
None
146.89K
ADVANCED MICRO DEVICES INC
SOLEShares299.45K
TypeSH
Market value$48.45M
1.66%
Sole
52.97K
Shared
0.00
None
246.48K
RUBRIK INC.
SOLEShares583.96K
TypeSH
Market value$48.03M
1.64%
Sole
22.58K
Shared
0.00
None
561.38K
DUOLINGO INC
SOLEShares134.37K
TypeSH
Market value$43.24M
1.48%
Sole
2.75K
Shared
0.00
None
131.62K
DATADOG INC
SOLEShares292.64K
TypeSH
Market value$41.67M
1.43%
Sole
0.00
Shared
0.00
None
292.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IREN LIMITEDSOLE | ORDINARY SHARES | 5.95M | SH | $279.20M 9.56% | 164.30K | 0.00 | 5.78M |
MICROSOFT CORPSOLE | COM | 442.45K | SH | $229.17M 7.84% | 39.40K | 0.00 | 403.05K |
REDDIT INCSOLE | CL A | 782K | SH | $179.85M 6.16% | 30.52K | 0.00 | 751.49K |
META PLATFORMS INCSOLE | CL A | 244.38K | SH | $179.47M 6.14% | 27.60K | 0.00 | 216.78K |
AMAZON COM INCSOLE | COM | 607.67K | SH | $133.43M 4.57% | 62.70K | 0.00 | 544.97K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 2.21M | SH | $125.37M 4.29% | 92.01K | 0.00 | 2.12M |
BITMINE IMMERSION TECHNOLOGIESOLE | COM NEW | 2.06M | SH | $106.80M 3.66% | 24.52K | 0.00 | 2.03M |
TAIWAN SEMICONDUCTOR MANUFACTUSOLE | SPONSORED ADS | 378.18K | SH | $105.62M 3.62% | 17.89K | 0.00 | 360.29K |
ROBINHOOD MKTS INCSOLE | COM CL A | 707.49K | SH | $101.30M 3.47% | 15.32K | 0.00 | 692.17K |
HINGE HEALTH INCSOLE | CL A | 1.85M | SH | $90.77M 3.11% | 61.02K | 0.00 | 1.79M |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 473.43K | SH | $84.62M 2.90% | 19.58K | 0.00 | 453.85K |
NVIDIA CORPORATIONSOLE | COM | 422.31K | SH | $78.79M 2.70% | 58.20K | 0.00 | 364.11K |
HUT 8 CORPSOLE | COM | 2.22M | SH | $77.37M 2.65% | 57.69K | 0.00 | 2.16M |
KASPI KZ JSCSOLE | SPONSORED ADS | 880.04K | SH | $71.88M 2.46% | 34.66K | 0.00 | 845.38K |
MICRON TECHNOLOGY INCSOLE | COM | 414.26K | SH | $69.31M 2.37% | 29.94K | 0.00 | 384.32K |
LEMONADE INCSOLE | COM | 1.25M | SH | $67.15M 2.30% | 59.12K | 0.00 | 1.20M |
ALPHABET INCSOLE | CAP STK CL C | 264.60K | SH | $64.44M 2.21% | 36K | 0.00 | 228.60K |
ALPHABET INCSOLE | CAP STK CL A | 261.70K | SH | $63.62M 2.18% | 11K | 0.00 | 250.70K |
STRATEGY INCSOLE | CL A NEW | 193.13K | SH | $62.23M 2.13% | 0.00 | 0.00 | 193.13K |
CARVANA COSOLE | CL A | 147.36K | SH | $55.59M 1.90% | 2.37K | 0.00 | 144.99K |
COINBASE GLOBAL INCSOLE | COM CL A | 152.14K | SH | $51.35M 1.76% | 5.25K | 0.00 | 146.89K |
ADVANCED MICRO DEVICES INCSOLE | COM | 299.45K | SH | $48.45M 1.66% | 52.97K | 0.00 | 246.48K |
RUBRIK INC.SOLE | CL A | 583.96K | SH | $48.03M 1.64% | 22.58K | 0.00 | 561.38K |
DUOLINGO INCSOLE | CL A COM | 134.37K | SH | $43.24M 1.48% | 2.75K | 0.00 | 131.62K |
DATADOG INCSOLE | CL A COM | 292.64K | SH | $41.67M 1.43% | 0.00 | 0.00 | 292.64K |
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