13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000009
Total Value
$1.13B
Positions
158
Other Managers
0
Confidential Omitted
No
Holdings (158)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | OPENDOOR TECHNOLOGIES INC | OPENZ | 17,050,076 | $147.5M | 13.02% |
| 2 | UPSTART HOLDINGS INC | UPST | 1,178,910 | $128.6M | 11.35% |
| 3 | 360 DIGITECH INC | QFNHF | 5,934,419 | $91.3M | 8.06% |
| 4 | OPENDOOR TECHNOLOGIES INC | OPENZ | 8,890,100 | $76.9M | 6.79% |
| 5 | UPSTART HOLDINGS INC | UPST | 698,600 | $76.2M | 6.73% |
| 6 | COINBASE GLOBAL INC | COIN | 327,101 | $62.1M | 5.48% |
| 7 | DUOLINGO INC | DUOL | 651,573 | $62.0M | 5.47% |
| 8 | FINVOLUTION GROUP | FVGPY | 15,551,835 | $61.7M | 5.45% |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 1,653,630 | $44.4M | 3.92% |
| 10 | SVB FINANCIAL GROUP | 78486Q101 | 56,079 | $31.4M | 2.77% |
| 11 | AIRBNB INC | ABNB | 174,846 | $30.0M | 2.65% |
| 12 | ASANA INC | ASAN | 623,432 | $24.9M | 2.20% |
| 13 | UPWORK INC | UPWK | 809,347 | $18.8M | 1.66% |
| 14 | UP FINTECH HLDG LTD | TIGR | 3,348,293 | $16.4M | 1.45% |
| 15 | NU HLDGS LTD | NU | 2,037,611 | $15.7M | 1.39% |
| 16 | SNOWFLAKE INC | SNOW | 67,145 | $15.4M | 1.36% |
| 17 | MICROSOFT CORP | MSFT | 44,550 | $13.7M | 1.21% |
| 18 | PALO ALTO NETWORKS INC | PANW | 20,522 | $12.8M | 1.13% |
| 19 | TWILIO INC | TWLO | 72,459 | $11.9M | 1.05% |
| 20 | NETFLIX INC | NFLX | 27,302 | $10.2M | 0.90% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 44,553 | $10.1M | 0.89% |
| 22 | PINDUODUO INC | PDD | 250,498 | $10.0M | 0.89% |
| 23 | SHOPIFY INC | SHOP | 11,380 | $7.7M | 0.68% |
| 24 | SILVERGATE CAP CORP | 82837P408 | 44,626 | $6.7M | 0.59% |
| 25 | OFFERPAD SOLUTIONS INC | OPADW | 1,135,150 | $5.7M | 0.50% |
| 26 | LI AUTO INC | LAAOF | 209,666 | $5.4M | 0.48% |
| 27 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 78,349 | $5.2M | 0.46% |
| 28 | BLOCK INC | BSQKZ | 37,256 | $5.1M | 0.45% |
| 29 | NVIDIA CORPORATION | NVDA | 17,481 | $4.8M | 0.42% |
| 30 | OSCAR HEALTH INC | OSCR | 472,170 | $4.7M | 0.42% |
| 31 | CORE SCIENTIFIC INC | CORZZ | 545,823 | $4.5M | 0.40% |
| 32 | BITFARMS LTD | BITF | 1,156,075 | $4.3M | 0.38% |
| 33 | TENABLE HLDGS INC | 88025T102 | 70,966 | $4.1M | 0.36% |
| 34 | VARONIS SYS INC | VRNS | 83,923 | $4.0M | 0.35% |
| 35 | CHEGG INC | CHGG | 109,349 | $4.0M | 0.35% |
| 36 | BOOKING HOLDINGS INC | BKNG | 1,680 | $3.9M | 0.35% |
| 37 | FUTU HLDGS LTD | FUTU | 120,765 | $3.9M | 0.35% |
| 38 | SOFI TECHNOLOGIES INC | SOFI | 393,072 | $3.7M | 0.33% |
| 39 | TRIPADVISOR INC | TRIP | 129,383 | $3.5M | 0.31% |
| 40 | MICROSTRATEGY INC | STRK | 7,193 | $3.5M | 0.31% |
| 41 | RIOT BLOCKCHAIN INC | RIOT | 164,353 | $3.5M | 0.31% |
| 42 | MARATHON DIGITAL HOLDINGS IN | MARA | 120,055 | $3.4M | 0.30% |
| 43 | ZSCALER INC | ZS | 13,299 | $3.2M | 0.28% |
| 44 | COURSERA INC | COUR | 138,041 | $3.2M | 0.28% |
| 45 | HUT 8 MNG CORP | HUT | 568,709 | $3.1M | 0.28% |
| 46 | SOLAREDGE TECHNOLOGIES INC | SEDG | 9,430 | $3.0M | 0.27% |
| 47 | EVENTBRITE INC | EVEX-WT | 190,036 | $2.8M | 0.25% |
| 48 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 24,045 | $2.5M | 0.22% |
| 49 | SEA LTD | SE | 20,660 | $2.5M | 0.22% |
| 50 | IMMUNOGEN INC | 45253H101 | 504,100 | $2.4M | 0.21% |
| 51 | ROBINHOOD MKTS INC | 770700102 | 174,126 | $2.4M | 0.21% |
| 52 | TIO TECH A | G8T10C122 | 237,579 | $2.3M | 0.21% |
| 53 | YANDEX N V | NBIS | 118,923 | $2.3M | 0.20% |
| 54 | APPLIED MATLS INC | 038222105 | 15,557 | $2.1M | 0.18% |
| 55 | GREENIDGE GENERATION HLDGS I | GREEL | 251,262 | $2.0M | 0.18% |
| 56 | PAGERDUTY INC | PD | 51,012 | $1.7M | 0.15% |
| 57 | ADVANCED MICRO DEVICES INC | AMD | 14,945 | $1.6M | 0.14% |
| 58 | RAYTHEON TECHNOLOGIES COR | RTX | 14,500 | $1.4M | 0.13% |
| 59 | BLOCK INC | BSQKZ | 10,291 | $1.4M | 0.12% |
| 60 | WOLFSPEED INC | WOLF | 12,193 | $1.4M | 0.12% |
| 61 | EXPEDIA GROUP INC | EXPE | 6,882 | $1.3M | 0.12% |
| 62 | CONFLUENT INC | 20717M103 | 30,128 | $1.2M | 0.11% |
| 63 | COINBASE GLOBAL INC | COIN | 6,400 | $1.2M | 0.11% |
| 64 | KEZAR LIFE SCIENCES INC | KZR | 72,750 | $1.2M | 0.11% |
| 65 | MICRON TECHNOLOGY INC | MU | 15,196 | $1.2M | 0.10% |
| 66 | ALPHABET INC | GOOG | 416 | $1.2M | 0.10% |
| 67 | QUALCOMM INC | QCOM | 6,955 | $1.1M | 0.09% |
| 68 | SEA LTD | SE | 8,600 | $1.0M | 0.09% |
| 69 | CADENCE DESIGN SYSTEM INC | CDNS | 6,016 | $989,391 | 0.09% |
| 70 | BIT DIGITAL INC | BTBT | 224,699 | $808,916 | 0.07% |
| 71 | VACASA INC | 91854V107 | 95,895 | $793,052 | 0.07% |
| 72 | ELASTIC N V | ESTC | 8,759 | $779,113 | 0.07% |
| 73 | DYNATRACE INC | DT | 15,532 | $731,557 | 0.06% |
| 74 | PAYPAL HLDGS INC | PYPL | 6,308 | $729,520 | 0.06% |
| 75 | OKTA INC | OKTA | 4,761 | $718,721 | 0.06% |
| 76 | TESLA INC | TSLA | 658 | $709,061 | 0.06% |
| 77 | DISNEY WALT CO | 254687106 | 5,031 | $690,052 | 0.06% |
| 78 | CLEANSPARK INC | CLSKW | 53,115 | $657,033 | 0.06% |
| 79 | UNITEDHEALTH GROUP INC | UNH | 1,273 | $649,192 | 0.06% |
| 80 | BUMBLE INC | BMBL | 21,659 | $627,678 | 0.06% |
| 81 | UIPATH INC | PATH | 28,470 | $614,667 | 0.05% |
| 82 | AMBARELLA INC | AMBA | 5,704 | $598,464 | 0.05% |
| 83 | NERDY INC | NRDY | 116,161 | $591,259 | 0.05% |
| 84 | BIRD GLOBAL INC | 09077j107 | 8,605 | $527,056 | 0.05% |
| 85 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $525,451 | 0.05% |
| 86 | OSCAR HEALTH INC | OSCR | 50,000 | $498,500 | 0.04% |
| 87 | JD.COM INC | JDCMF | 7,547 | $436,745 | 0.04% |
| 88 | ENPHASE ENERGY INC | ENPH | 1,863 | $375,916 | 0.03% |
| 89 | WARBY PARKER INC | WRBY | 10,950 | $370,220 | 0.03% |
| 90 | CANAAN INC | CAN | 65,455 | $355,421 | 0.03% |
| 91 | IMMUNOGEN INC | 45253H101 | 73,700 | $350,812 | 0.03% |
| 92 | ARVINAS INC | ARVN | 4,550 | $306,215 | 0.03% |
| 93 | MARVELL TECHNOLOGY INC | MRVL | 3,348 | $240,085 | 0.02% |
| 94 | CRINETICS PHARMACEUTICALS IN | CRNX | 9,500 | $208,525 | 0.02% |
| 95 | KURA ONCOLOGY INC | KURA | 12,500 | $201,000 | 0.02% |
| 96 | PALANTIR TECHNOLOGIES INC | PLTR | 12,741 | $174,934 | 0.02% |
| 97 | BRIGHT HEALTH GROUP INC | 10920V107 | 80,000 | $154,400 | 0.01% |
| 98 | NIO INC | NIOIF | 7,000 | $147,350 | 0.01% |
| 99 | MAGENTA THERAPEUTICS INC | 55910K108 | 41,500 | $139,855 | 0.01% |
| 100 | CIPHER MINING INC | 17253J106 | 37,193 | $135,383 | 0.01% |
| 101 | RELAY THERAPEUTICS INC | RLAY | 4,500 | $134,685 | 0.01% |
| 102 | ALIGN TECHNOLOGY INC | ALGN | 300 | $130,800 | 0.01% |
| 103 | MERUS N V | N5749R100 | 4,561 | $120,593 | 0.01% |
| 104 | GALERA THERAPEUTICS INC | GRTX | 50,000 | $119,000 | 0.01% |
| 105 | JASPER THERAPEUTICS INC | JSPRW | 30,000 | $106,500 | 0.01% |
| 106 | KARYOPHARM THERAPEUTICS INC | KPTI | 13,000 | $95,810 | 0.01% |
| 107 | ASCENDIS PHARMA A/S | ASND | 800 | $93,888 | 0.01% |
| 108 | KEROS THERAPEUTICS INC | KROS | 1,700 | $92,446 | 0.01% |
| 109 | C4 THERAPEUTICS INC | CCCC | 3,800 | $92,188 | 0.01% |
| 110 | Y-MABS THERAPEUTICS INC | 984241109 | 7,000 | $83,160 | 0.01% |
| 111 | DOXIMITY INC | DOCS | 1,500 | $78,135 | 0.01% |
| 112 | VERASTEM INC | VSTM | 50,000 | $70,500 | 0.01% |
| 113 | AEGLEA BIOTHERAPEUTICS INC | 00773J103 | 25,000 | $57,500 | 0.01% |
| 114 | ZYNGA INC | 98986T108 | 6,091 | $56,281 | 0.00% |
| 115 | PROVENTION BIO INC | 74374N102 | 7,500 | $54,900 | 0.00% |
| 116 | S&P GLOBAL INC | SPGI | 128 | $52,503 | 0.00% |
| 117 | VISA INC | V | 222 | $49,233 | 0.00% |
| 118 | CAPITAL ONE FINL CORP | 14040H105 | 366 | $48,052 | 0.00% |
| 119 | GENOCEA BIOSCIENCES INC | 372427401 | 35,000 | $43,750 | 0.00% |
| 120 | NIKE INC | NKE | 324 | $43,597 | 0.00% |
| 121 | APPLE INC | AAPL | 242 | $42,256 | 0.00% |
| 122 | G1 THERAPEUTICS INC | 3621LQ109 | 5,000 | $38,000 | 0.00% |
| 123 | ISOPLEXIS CORP | 465005106 | 10,572 | $36,262 | 0.00% |
| 124 | GARTNER INC | IT | 118 | $35,100 | 0.00% |
| 125 | LULULEMON ATHLETICA INC | LULU | 93 | $33,966 | 0.00% |
| 126 | INTUITIVE SURGICAL INC | ISRG | 109 | $32,883 | 0.00% |
| 127 | AMAZON COM INC | AMZN | 10 | $32,600 | 0.00% |
| 128 | ILLUMINA INC | ILMN | 89 | $31,097 | 0.00% |
| 129 | DEXCOM INC | DXCM | 55 | $28,138 | 0.00% |
| 130 | VEEVA SYS INC | VEEV | 132 | $28,045 | 0.00% |
| 131 | INTUIT | INTU | 56 | $26,927 | 0.00% |
| 132 | META PLATFORMS INC | META | 121 | $26,906 | 0.00% |
| 133 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 218 | $25,556 | 0.00% |
| 134 | ARISTA NETWORKS INC | ANET | 214 | $25,424 | 0.00% |
| 135 | XP INC | XP | 801 | $24,110 | 0.00% |
| 136 | PELOTON INTERACTIVE INC | PTON | 905 | $23,910 | 0.00% |
| 137 | SALESFORCE COM INC | CRM | 111 | $23,568 | 0.00% |
| 138 | ZILLOW GROUP INC | Z | 437 | $21,077 | 0.00% |
| 139 | MATCH GROUP INC NEW | MTCH | 192 | $20,878 | 0.00% |
| 140 | DOCUSIGN INC | DOCU | 192 | $20,567 | 0.00% |
| 141 | CABALETTA BIO INC | CABA | 10,000 | $20,300 | 0.00% |
| 142 | THE TRADE DESK INC | 88339J105 | 276 | $19,113 | 0.00% |
| 143 | ETSY INC | ETSY | 152 | $18,891 | 0.00% |
| 144 | FIVERR INTL LTD | M4R82T106 | 247 | $18,789 | 0.00% |
| 145 | TELADOC HEALTH INC | TDOC | 249 | $17,960 | 0.00% |
| 146 | CARVANA CO | CVNA | 144 | $17,178 | 0.00% |
| 147 | HUBSPOT INC | HUBS | 35 | $16,623 | 0.00% |
| 148 | AFFIRM HLDGS INC | AFRM | 357 | $16,522 | 0.00% |
| 149 | MERCADOLIBRE INC | MELI | 13 | $15,463 | 0.00% |
| 150 | ROKU INC | ROKU | 122 | $15,283 | 0.00% |
| 151 | VIPSHOP HOLDINGS LIMITED | VIPS | 1,669 | $15,021 | 0.00% |
| 152 | FASTLY INC | FSLY | 862 | $14,982 | 0.00% |
| 153 | FARFETCH LTD | 30744W107 | 965 | $14,591 | 0.00% |
| 154 | PAGSEGURO DIGITAL LTD | PAGS | 701 | $14,055 | 0.00% |
| 155 | NIO INC | NIOIF | 650 | $13,683 | 0.00% |
| 156 | INVITAE CORP COM | 46185L103 | 1,656 | $13,198 | 0.00% |
| 157 | CLOUDFLARE INC | NET | 109 | $13,047 | 0.00% |
| 158 | EXLSERVICE HOLDINGS INC | EXLS | 30 | $4,298 | 0.00% |