13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000010
Total Value
$735.4M
Positions
112
Other Managers
0
Confidential Omitted
No
Holdings (112)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | 360 DIGITECH INC | QFNHF | 4,523,058 | $78.2M | 10.64% |
| 2 | OPENDOOR TECHNOLOGIES INC | OPENZ | 14,297,925 | $67.3M | 9.16% |
| 3 | FINVOLUTION GROUP | FVGPY | 13,831,401 | $65.7M | 8.93% |
| 4 | DUOLINGO INC | DUOL | 573,330 | $50.2M | 6.83% |
| 5 | NU HLDGS LTD | NU | 9,230,929 | $34.5M | 4.69% |
| 6 | META PLATFORMS INC | META | 213,432 | $34.4M | 4.68% |
| 7 | UPWORK INC | UPWK | 1,580,608 | $32.7M | 4.44% |
| 8 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 1,207,237 | $31.0M | 4.22% |
| 9 | OPENDOOR TECHNOLOGIES INC | OPENZ | 6,400,000 | $30.1M | 4.10% |
| 10 | ALPHABET INC | GOOG | 13,737 | $29.9M | 4.07% |
| 11 | OKTA INC | OKTA | 307,342 | $27.8M | 3.78% |
| 12 | SERVICENOW INC | NOW | 48,189 | $22.9M | 3.12% |
| 13 | TWILIO INC | TWLO | 270,468 | $22.7M | 3.08% |
| 14 | PALO ALTO NETWORKS INC | PANW | 44,735 | $22.1M | 3.00% |
| 15 | SOFI TECHNOLOGIES INC | SOFI | 4,116,790 | $21.7M | 2.95% |
| 16 | UPSTART HLDGS INC | UPST | 573,200 | $18.1M | 2.46% |
| 17 | MICROSOFT CORP | MSFT | 60,235 | $15.5M | 2.10% |
| 18 | AMAZON COM INC | AMZN | 140,042 | $14.9M | 2.02% |
| 19 | UP FINTECH HLDG LTD | TIGR | 1,866,054 | $8.8M | 1.20% |
| 20 | SVB FINANCIAL GROUP | 78486Q101 | 19,444 | $7.7M | 1.04% |
| 21 | NETFLIX INC | NFLX | 37,265 | $6.5M | 0.89% |
| 22 | COINBASE GLOBAL INC | COIN | 128,689 | $6.1M | 0.82% |
| 23 | BLOCK INC | BSQKZ | 73,342 | $4.5M | 0.61% |
| 24 | SILVERGATE CAP CORP | 82837P408 | 66,852 | $3.6M | 0.49% |
| 25 | SEA LTD | SE | 48,000 | $3.2M | 0.44% |
| 26 | SEA LTD | SE | 47,878 | $3.2M | 0.44% |
| 27 | CREDICORP LTD | BAP | 25,599 | $3.1M | 0.42% |
| 28 | CARVANA CO | CVNA | 127,032 | $2.9M | 0.39% |
| 29 | APPLE INC | AAPL | 19,595 | $2.7M | 0.36% |
| 30 | MICROSTRATEGY INC | STRK | 15,085 | $2.5M | 0.34% |
| 31 | CANAAN INC | CAN | 746,566 | $2.4M | 0.33% |
| 32 | FUTU HLDGS LTD | FUTU | 45,715 | $2.4M | 0.32% |
| 33 | YANDEX N V | NBIS | 118,482 | $2.2M | 0.31% |
| 34 | AIRBNB INC | ABNB | 24,801 | $2.2M | 0.30% |
| 35 | SIGNATURE BK NEW YORK N Y | 82669G104 | 11,772 | $2.1M | 0.29% |
| 36 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 122,874 | $2.0M | 0.28% |
| 37 | OSCAR HEALTH INC | OSCR | 472,170 | $2.0M | 0.27% |
| 38 | SOLAREDGE TECHNOLOGIES INC | SEDG | 7,256 | $2.0M | 0.27% |
| 39 | COINBASE GLOBAL INC | COIN | 41,000 | $1.9M | 0.26% |
| 40 | LI AUTO INC | LAAOF | 48,242 | $1.8M | 0.25% |
| 41 | NIO INC | NIOIF | 75,235 | $1.6M | 0.22% |
| 42 | IRIS ENERGY LTD | IREN | 412,117 | $1.4M | 0.19% |
| 43 | XPENG INC | XPNGF | 43,460 | $1.4M | 0.19% |
| 44 | RIOT BLOCKCHAIN INC | RIOT | 311,990 | $1.3M | 0.18% |
| 45 | NVIDIA CORPORATION | NVDA | 7,894 | $1.2M | 0.16% |
| 46 | ARRAY TECHNOLOGIES INC | ARRY | 108,515 | $1.2M | 0.16% |
| 47 | CONFLUENT INC | 20717M103 | 49,704 | $1.2M | 0.16% |
| 48 | GENERAC HLDGS INC | GNRC | 5,246 | $1.1M | 0.15% |
| 49 | MERCADOLIBRE INC | MELI | 1,716 | $1.1M | 0.15% |
| 50 | HYZON MOTORS INC | 44951Y102 | 359,260 | $1.1M | 0.14% |
| 51 | UPSTART HLDGS INC | UPST | 32,639 | $1.0M | 0.14% |
| 52 | SPS COMM INC | SPSC | 8,878 | $1.0M | 0.14% |
| 53 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,990 | $980,183 | 0.13% |
| 54 | MARATHON DIGITAL HOLDINGS IN | MARA | 180,407 | $963,373 | 0.13% |
| 55 | CORE SCIENTIFIC INC | CORZZ | 625,857 | $932,527 | 0.13% |
| 56 | AVALARA INC | 05338G106 | 12,928 | $912,717 | 0.12% |
| 57 | OFFERPAD SOLUTIONS INC | OPADW | 407,008 | $887,277 | 0.12% |
| 58 | BITFARMS LTD | BITF | 787,323 | $881,802 | 0.12% |
| 59 | UNITEDHEALTH GROUP INC | UNH | 1,697 | $871,630 | 0.12% |
| 60 | FORTINET INC | FTNT | 15,235 | $861,996 | 0.12% |
| 61 | MANHATTAN ASSOCIATES INC | MANH | 7,469 | $855,947 | 0.12% |
| 62 | CADENCE DESIGN SYSTEM INC | CDNS | 5,516 | $827,565 | 0.11% |
| 63 | SNOWFLAKE INC | SNOW | 5,828 | $810,442 | 0.11% |
| 64 | MERUS N V | N5749R100 | 34,606 | $783,480 | 0.11% |
| 65 | EXPENSIFY INC | EXFY | 42,939 | $763,885 | 0.10% |
| 66 | PROCORE TECHNOLOGIES INC | PCOR | 15,683 | $711,851 | 0.10% |
| 67 | KLA CORP | KLAC | 2,220 | $708,358 | 0.10% |
| 68 | WORKDAY INC | WDAY | 4,885 | $681,848 | 0.09% |
| 69 | AMBARELLA INC | AMBA | 10,310 | $674,893 | 0.09% |
| 70 | ASANA INC | ASAN | 35,595 | $625,760 | 0.09% |
| 71 | RAPID7 INC | RPD | 9,088 | $607,078 | 0.08% |
| 72 | MARVELL TECHNOLOGY INC | MRVL | 13,903 | $605,198 | 0.08% |
| 73 | QUALCOMM INC | QCOM | 4,575 | $584,411 | 0.08% |
| 74 | CARVANA CO | CVNA | 25,000 | $564,500 | 0.08% |
| 75 | WOLFSPEED INC | WOLF | 8,881 | $563,499 | 0.08% |
| 76 | LATTICE SEMICONDUCTOR CORP | LSCC | 11,300 | $548,050 | 0.07% |
| 77 | CROWDSTRIKE HOLDINGS INC | CRWD | 3,113 | $524,727 | 0.07% |
| 78 | DLOCAL LTD | DLO | 19,923 | $522,979 | 0.07% |
| 79 | INTUIT INC | INTU | 1,309 | $504,541 | 0.07% |
| 80 | HUT 8 MNG CORP | HUT | 375,066 | $498,838 | 0.07% |
| 81 | ONCTERNAL THERAPEUTICS INC | 68236P107 | 417,000 | $452,879 | 0.06% |
| 82 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $375,764 | 0.05% |
| 83 | KEZAR LIFE SCIENCES INC | KZR | 40,700 | $356,125 | 0.05% |
| 84 | BLUEBIRD BIO INC | 09609G100 | 71,550 | $327,699 | 0.04% |
| 85 | IMMUNOGEN INC | 45253H101 | 66,700 | $300,150 | 0.04% |
| 86 | MICRON TECHNOLOGY INC | MU | 5,240 | $289,667 | 0.04% |
| 87 | DOUBLEVERIFY HLDGS INC | DV | 11,899 | $269,750 | 0.04% |
| 88 | MARQETA INC | MQ | 31,322 | $254,021 | 0.03% |
| 89 | KURA ONCOLOGY INC | KURA | 12,500 | $229,125 | 0.03% |
| 90 | OSCAR HEALTH INC | OSCR | 50,000 | $212,500 | 0.03% |
| 91 | ROBINHOOD MKTS INC | 770700102 | 25,241 | $207,481 | 0.03% |
| 92 | ARVINAS INC | ARVN | 4,550 | $191,510 | 0.03% |
| 93 | NIO INC | NIOIF | 7,000 | $152,040 | 0.02% |
| 94 | BRIGHT HEALTH GROUP INC | 10920V107 | 80,000 | $145,600 | 0.02% |
| 95 | GREENIDGE GENERATION HLDGS I | GREEL | 45,177 | $123,785 | 0.02% |
| 96 | ADVANCED MICRO DEVICES INC | AMD | 1,614 | $123,423 | 0.02% |
| 97 | PALANTIR TECHNOLOGIES INC | PLTR | 12,741 | $115,561 | 0.02% |
| 98 | PAYPAL HLDGS INC | PYPL | 1,592 | $111,185 | 0.02% |
| 99 | MAGENTA THERAPEUTICS INC | 55910K108 | 76,500 | $95,625 | 0.01% |
| 100 | BIRD GLOBAL INC | BBIO | 8,605 | $93,795 | 0.01% |
| 101 | RELAY THERAPEUTICS INC | RLAY | 4,490 | $75,208 | 0.01% |
| 102 | ASCENDIS PHARMA A/S | ASND | 800 | $74,368 | 0.01% |
| 103 | ALIGN TECHNOLOGY INC | ALGN | 300 | $71,001 | 0.01% |
| 104 | GALERA THERAPEUTICS INC | GRTX | 50,000 | $65,000 | 0.01% |
| 105 | JASPER THERAPEUTICS INC | JSPRW | 30,000 | $57,900 | 0.01% |
| 106 | TALARIS THERAPEUTICS INC | 87410C104 | 7,467 | $55,480 | 0.01% |
| 107 | ONCTERNAL THERAPEUTICS INC | 68236P107 | 50,000 | $54,302 | 0.01% |
| 108 | DOXIMITY INC | DOCS | 1,500 | $52,230 | 0.01% |
| 109 | GALERA THERAPEUTICS INC | GRTX | 30,000 | $39,000 | 0.01% |
| 110 | TIO TECH A | G8T10C114 | 220,079 | $22,008 | 0.00% |
| 111 | AEGLEA BIOTHERAPEUTICS INC | 00773J103 | 25,000 | $12,628 | 0.00% |
| 112 | CABALETTA BIO INC | CABA | 10,000 | $10,600 | 0.00% |