13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000003
Total Value
$345.0M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 432,935 | $66.7M | 19.33% |
| 2 | LIVERAMP HLDGS INC | RAMP | 531,304 | $27.5M | 7.97% |
| 3 | FIVERR INTL LTD | M4R82T106 | 197,860 | $27.5M | 7.97% |
| 4 | YANDEX N V | NBIS | 373,000 | $24.3M | 7.06% |
| 5 | XP INC | XP | 583,000 | $24.3M | 7.05% |
| 6 | FASTLY INC | FSLY | 251,900 | $23.6M | 6.84% |
| 7 | ZILLOW GROUP INC | Z | 204,100 | $20.7M | 6.01% |
| 8 | AGORA INC | API | 444,200 | $19.1M | 5.53% |
| 9 | THE TRADE DESK INC | 88339J105 | 21,406 | $11.1M | 3.22% |
| 10 | AMAZON COM INC | AMZN | 3,237 | $10.2M | 2.95% |
| 11 | HUBSPOT INC | HUBS | 33,727 | $9.9M | 2.86% |
| 12 | SQUARE INC | BSQKZ | 51,600 | $8.4M | 2.43% |
| 13 | FARFETCH LTD | 30744W107 | 320,500 | $8.1M | 2.34% |
| 14 | UPWORK INC | UPWK | 283,000 | $4.9M | 1.43% |
| 15 | PELOTON INTERACTIVE INC | PTON | 44,500 | $4.4M | 1.28% |
| 16 | SMILEDIRECTCLUB INC | 83192H106 | 304,500 | $3.6M | 1.03% |
| 17 | ATLASSIAN CORP PLC | TEAM | 19,150 | $3.5M | 1.01% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 4,680 | $3.3M | 0.96% |
| 19 | TAL EDUCATION GROUP | TAL | 43,400 | $3.3M | 0.96% |
| 20 | TWILIO INC | TWLO | 12,890 | $3.2M | 0.92% |
| 21 | APPFOLIO INC | APPF | 21,000 | $3.0M | 0.86% |
| 22 | MONGODB INC | MDB | 12,590 | $2.9M | 0.84% |
| 23 | PINDUODUO INC | PDD | 38,500 | $2.9M | 0.83% |
| 24 | BOX INC | BXCAP | 162,000 | $2.8M | 0.82% |
| 25 | FACEBOOK INC | META | 9,677 | $2.5M | 0.73% |
| 26 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 5,080 | $2.4M | 0.69% |
| 27 | SLACK TECHNOLOGIES INC | 83088V102 | 86,000 | $2.3M | 0.67% |
| 28 | NVIDIA CORPORATION | NVDA | 4,200 | $2.3M | 0.66% |
| 29 | NUTANIX INC | NTNX | 93,900 | $2.1M | 0.60% |
| 30 | PLURALSIGHT INC | 72941B106 | 109,200 | $1.9M | 0.54% |
| 31 | NEW RELIC INC | 64829B100 | 32,350 | $1.8M | 0.53% |
| 32 | GUIDEWIRE SOFTWARE INC | GWRE | 16,400 | $1.7M | 0.50% |
| 33 | NIO INC | NIOIF | 61,970 | $1.3M | 0.38% |
| 34 | SERVICENOW INC | NOW | 2,600 | $1.3M | 0.37% |
| 35 | TELADOC HEALTH INC | TDOC | 5,500 | $1.2M | 0.35% |
| 36 | PAYSIGN INC | PAYS | 124,200 | $705,456 | 0.20% |
| 37 | MERCADOLIBRE INC | MELI | 647 | $700,365 | 0.20% |
| 38 | LIVONGO HEALTH INC | 539183103 | 4,450 | $623,223 | 0.18% |
| 39 | APPLE INC | AAPL | 5,020 | $581,366 | 0.17% |
| 40 | ALPHABET INC | GOOG | 374 | $549,630 | 0.16% |
| 41 | SVB FINANCIAL GROUP | 78486Q101 | 1,734 | $417,235 | 0.12% |
| 42 | ALIBABA GROUP HLDG LTD | BBAAY | 1,315 | $386,584 | 0.11% |
| 43 | TESLA INC | TSLA | 900 | $386,109 | 0.11% |
| 44 | BEYOND MEAT INC | BYND | 1,740 | $288,944 | 0.08% |
| 45 | MICROSOFT CORP | MSFT | 635 | $133,560 | 0.04% |
| 46 | FULGENT GENETICS INC | FLGT | 2,425 | $97,097 | 0.03% |
| 47 | THERMO FISHER SCIENTIFIC INC | TMO | 175 | $77,266 | 0.02% |
| 48 | INVITAE CORP | 46185L103 | 1,670 | $72,395 | 0.02% |
| 49 | NEUROCRINE BIOSCIENCES INC | NBIX | 580 | $55,773 | 0.02% |