13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000011
Total Value
$533.9M
Positions
142
Other Managers
0
Confidential Omitted
No
Holdings (142)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FINVOLUTION GROUP | FVGPY | 13,699,154 | $58.6M | 10.98% |
| 2 | NU HLDGS LTD | NU | 12,216,335 | $53.8M | 10.07% |
| 3 | MONDAY COM LTD | MNDY | 409,973 | $46.5M | 8.70% |
| 4 | 360 DIGITECH INC | QFNHF | 3,424,898 | $43.9M | 8.22% |
| 5 | DUOLINGO INC | DUOL | 343,809 | $32.7M | 6.13% |
| 6 | OPENDOOR TECHNOLOGIES INC | OPENZ | 8,793,096 | $27.3M | 5.12% |
| 7 | OKTA INC | OKTA | 396,459 | $22.5M | 4.22% |
| 8 | TWILIO INC | TWLO | 313,485 | $21.7M | 4.06% |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 677,358 | $20.8M | 3.90% |
| 10 | ASANA INC | ASAN | 919,039 | $20.4M | 3.83% |
| 11 | UPWORK INC | UPWK | 1,218,515 | $16.6M | 3.11% |
| 12 | AMAZON COM INC | AMZN | 140,880 | $15.9M | 2.98% |
| 13 | NETFLIX INC | NFLX | 64,002 | $15.1M | 2.82% |
| 14 | MICROSOFT CORP | MSFT | 57,777 | $13.5M | 2.52% |
| 15 | SERVICENOW INC | NOW | 30,727 | $11.6M | 2.17% |
| 16 | SILVERGATE CAP CORP | 82837P408 | 105,655 | $8.0M | 1.49% |
| 17 | SNOWFLAKE INC | SNOW | 39,374 | $6.7M | 1.25% |
| 18 | RIOT BLOCKCHAIN INC | RIOT | 947,252 | $6.6M | 1.24% |
| 19 | BLOCK INC | BSQKZ | 119,347 | $6.6M | 1.23% |
| 20 | IRIS ENERGY LTD | IREN | 1,256,631 | $5.2M | 0.97% |
| 21 | SOFI TECHNOLOGIES INC | SOFI | 952,288 | $4.6M | 0.87% |
| 22 | META PLATFORMS INC | META | 29,989 | $4.1M | 0.76% |
| 23 | REMITLY GLOBAL INC | RELY | 349,648 | $3.9M | 0.73% |
| 24 | PALO ALTO NETWORKS INC | PANW | 19,962 | $3.3M | 0.61% |
| 25 | CREDICORP LTD | BAP | 23,456 | $2.9M | 0.54% |
| 26 | ZILLOW GROUP INC | Z | 81,838 | $2.3M | 0.44% |
| 27 | YANDEX N V | NBIS | 118,482 | $2.2M | 0.42% |
| 28 | SEA LTD | SE | 40,000 | $2.2M | 0.42% |
| 29 | COUPANG INC | CPNG | 125,000 | $2.1M | 0.39% |
| 30 | MICROSTRATEGY INC | STRK | 7,541 | $1.6M | 0.30% |
| 31 | ESS TECH INC | GWH-WT | 384,257 | $1.6M | 0.29% |
| 32 | POSHMARK INC | 73739W104 | 100,000 | $1.6M | 0.29% |
| 33 | OPENDOOR TECHNOLOGIES INC | OPENZ | 500,000 | $1.6M | 0.29% |
| 34 | SUNNOVA ENERGY INTL INC. | 86745K104 | 51,678 | $1.1M | 0.21% |
| 35 | SOLAREDGE TECHNOLOGIES INC | SEDG | 4,888 | $1.1M | 0.21% |
| 36 | SUNRUN INC | RUN | 40,032 | $1.1M | 0.21% |
| 37 | BITFARMS LTD | BITF | 954,400 | $1.0M | 0.19% |
| 38 | NVIDIA CORPORATION | NVDA | 8,203 | $995,762 | 0.19% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 5,516 | $901,480 | 0.17% |
| 40 | CLEANSPARK INC | CLSKW | 273,005 | $868,156 | 0.16% |
| 41 | CORE SCIENTIFIC INC | CORZZ | 624,555 | $811,922 | 0.15% |
| 42 | WOLFSPEED INC | WOLF | 7,816 | $807,862 | 0.15% |
| 43 | EATON CORP PLC | ETN | 5,733 | $764,553 | 0.14% |
| 44 | COINBASE GLOBAL INC | COIN | 11,627 | $749,825 | 0.14% |
| 45 | GENERAC HLDGS INC | GNRC | 4,162 | $741,419 | 0.14% |
| 46 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 10,555 | $723,651 | 0.14% |
| 47 | DARLING INGREDIENTS INC | DAR | 10,826 | $716,140 | 0.13% |
| 48 | AEMETIS INC | AMTX | 116,428 | $712,539 | 0.13% |
| 49 | SIGNATURE BK NEW YORK N Y | 82669G104 | 4,672 | $705,472 | 0.13% |
| 50 | ENPHASE ENERGY INC | ENPH | 2,506 | $695,340 | 0.13% |
| 51 | CONFLUENT INC | 20717M103 | 28,704 | $682,294 | 0.13% |
| 52 | KLA CORP | KLAC | 2,220 | $671,839 | 0.13% |
| 53 | NXP SEMICONDUCTORS N V | NXPI | 4,334 | $639,308 | 0.12% |
| 54 | QUALCOMM INC | QCOM | 5,655 | $638,902 | 0.12% |
| 55 | COSTAR GROUP INC | CSGP | 9,000 | $626,850 | 0.12% |
| 56 | CLEARWAY ENERGY INC | CWEN-A | 21,470 | $624,777 | 0.12% |
| 57 | AKERO THERAPEUTICS INC | 00973Y108 | 17,923 | $610,278 | 0.11% |
| 58 | CRINETICS PHARMACEUTICALS IN | CRNX | 30,186 | $592,853 | 0.11% |
| 59 | KEZAR LIFE SCIENCES INC | KZR | 68,258 | $588,384 | 0.11% |
| 60 | MERUS N V | N5749R100 | 28,782 | $576,503 | 0.11% |
| 61 | LATTICE SEMICONDUCTOR CORP | LSCC | 11,300 | $556,073 | 0.10% |
| 62 | RELAY THERAPEUTICS INC | RLAY | 24,428 | $546,454 | 0.10% |
| 63 | MICROSTRATEGY INC | STRK | 2,500 | $530,650 | 0.10% |
| 64 | KNOWBE4 INC | 49926T104 | 25,383 | $528,220 | 0.10% |
| 65 | POSHMARK INC | 73739W104 | 32,392 | $507,583 | 0.10% |
| 66 | CYBERARK SOFTWARE LTD | M2682V108 | 3,372 | $505,598 | 0.09% |
| 67 | TOAST INC | TOST | 30,000 | $501,600 | 0.09% |
| 68 | SYNDAX PHARMACEUTICALS INC | SNDX | 20,761 | $498,887 | 0.09% |
| 69 | ASCENDIS PHARMA A/S | ASND | 4,729 | $488,317 | 0.09% |
| 70 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 111,109 | $486,657 | 0.09% |
| 71 | SENTINELONE INC | S | 18,661 | $476,975 | 0.09% |
| 72 | HUT 8 MNG CORP | HUT | 265,310 | $472,252 | 0.09% |
| 73 | MASTERCARD INCORPORATED | MA | 1,655 | $470,583 | 0.09% |
| 74 | ADVANCED MICRO DEVICES INC | AMD | 7,370 | $466,963 | 0.09% |
| 75 | GLOBALFOUNDRIES INC | GFS | 9,103 | $440,130 | 0.08% |
| 76 | ETSY INC | ETSY | 4,295 | $430,058 | 0.08% |
| 77 | NETFLIC INC | NFLX | 1,800 | $423,792 | 0.08% |
| 78 | UPSTART HLDGS INC | UPST | 20,000 | $415,800 | 0.08% |
| 79 | BROADCOM INC | AVGO | 926 | $411,153 | 0.08% |
| 80 | ZSCALER INC | ZS | 2,493 | $409,774 | 0.08% |
| 81 | INTAPP INC | INTA | 21,892 | $408,724 | 0.08% |
| 82 | YELP INC | YELP | 12,000 | $406,920 | 0.08% |
| 83 | CARVANA CO | CVNA | 20,000 | $406,000 | 0.08% |
| 84 | ONCTERNAL THERAPEUTICS INC | 68236P107 | 458,498 | $405,780 | 0.08% |
| 85 | ATLASSIAN CORP PLC | TEAM | 1,911 | $402,437 | 0.08% |
| 86 | SMARTSHEET INC | 83200N103 | 11,700 | $402,012 | 0.08% |
| 87 | ADICET BIO INC | ACET | 28,052 | $398,899 | 0.07% |
| 88 | SHIFT4 PMTS INC | 82452J109 | 8,893 | $396,717 | 0.07% |
| 89 | FIVERR INTL LTD | M4R82T106 | 12,753 | $390,114 | 0.07% |
| 90 | CONCERT PHARMACEUTICALS INC | 206022105 | 58,000 | $388,600 | 0.07% |
| 91 | RAPID7 INC | RPD | 9,000 | $386,100 | 0.07% |
| 92 | OFFERPAD SOLUTIONS INC | OPADW | 318,222 | $385,049 | 0.07% |
| 93 | CROWDSTRIKE HLDGS INC | CRWD | 2,332 | $384,337 | 0.07% |
| 94 | SKYWORKS SOLUTIONS INC | SWKS | 4,476 | $381,669 | 0.07% |
| 95 | UIPATH INC | PATH | 30,000 | $378,300 | 0.07% |
| 96 | COUPANG INC | CPNG | 22,323 | $372,124 | 0.07% |
| 97 | JPMORGAN CHASE & CO | VYLD | 3,552 | $371,184 | 0.07% |
| 98 | ROBINHOOD MKTS INC | 770700102 | 36,000 | $363,600 | 0.07% |
| 99 | LI AUTO INC | LAAOF | 15,648 | $360,060 | 0.07% |
| 100 | DRAFTKINGS INC NEW | DKNG | 23,648 | $358,031 | 0.07% |
| 101 | BLUEBIRD BIO INC | 09609G100 | 61,000 | $347,700 | 0.07% |
| 102 | DISH NETWORK CORPORATION | 25470M109 | 25,000 | $345,750 | 0.06% |
| 103 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $341,698 | 0.06% |
| 104 | ARVINAS INC | ARVN | 7,424 | $330,294 | 0.06% |
| 105 | ZIPRECRUITER INC | ZIP | 19,894 | $328,251 | 0.06% |
| 106 | ROBLOX CORP | RBLX | 9,000 | $322,560 | 0.06% |
| 107 | STITCH FIX INC | SFIX | 80,000 | $316,000 | 0.06% |
| 108 | APPLOVIN CORP | APP | 16,000 | $311,840 | 0.06% |
| 109 | MORPHIC HLDG INC | 61775R105 | 11,014 | $311,696 | 0.06% |
| 110 | PAYPAL HLDGS INC | PYPL | 3,545 | $305,118 | 0.06% |
| 111 | UNITY SOFTWARE INC | U | 9,250 | $294,705 | 0.06% |
| 112 | G1 THERAPEUTICS INC | 3621LQ109 | 23,199 | $289,756 | 0.05% |
| 113 | ROBINHOOD MKTS INC | 770700102 | 28,378 | $286,618 | 0.05% |
| 114 | INVITAE CORP | 46185L103 | 115,000 | $282,900 | 0.05% |
| 115 | CARVANA CO | CVNA | 13,000 | $263,900 | 0.05% |
| 116 | MICRON TECHNOLOGY INC | MU | 5,240 | $262,524 | 0.05% |
| 117 | AEHR TEST SYS | AEHR | 18,000 | $253,800 | 0.05% |
| 118 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 10,800 | $232,740 | 0.04% |
| 119 | MAGENTA THERAPEUTICS INC | 55910K108 | 171,729 | $230,117 | 0.04% |
| 120 | ARRAY TECHNOLOGIES INC | ARRY | 13,050 | $216,369 | 0.04% |
| 121 | FUTU HLDGS LTD | FUTU | 5,000 | $186,450 | 0.03% |
| 122 | JD.COM INC | JDCMF | 3,700 | $186,110 | 0.03% |
| 123 | MARATHON DIGITAL HOLDINGS IN | MARA | 13,284 | $142,272 | 0.03% |
| 124 | MONGODB INC | MDB | 715 | $141,970 | 0.03% |
| 125 | AFFIRM HLDGS INC | AFRM | 7,400 | $138,824 | 0.03% |
| 126 | NIO INC | NIOIF | 8,668 | $136,694 | 0.03% |
| 127 | TOAST INC | TOST | 6,764 | $113,094 | 0.02% |
| 128 | PALANTIR TECHNOLOGIES INC | PLTR | 12,741 | $103,584 | 0.02% |
| 129 | HYZON MOTORS INC | 44951Y102 | 60,542 | $102,921 | 0.02% |
| 130 | XPENG INC | XPNGF | 7,897 | $94,369 | 0.02% |
| 131 | SHOPIFY INC | SHOP | 3,000 | $80,820 | 0.02% |
| 132 | X4 PHARMACEUTICALS INC | XFOR | 45,000 | $76,950 | 0.01% |
| 133 | BIRD GLOBAL INC | BBIO | 8,605 | $75,896 | 0.01% |
| 134 | VERASTEM INC | VSTM | 85,000 | $72,250 | 0.01% |
| 135 | GALERA THERAPEUTICS INC | GRTX | 30,000 | $52,200 | 0.01% |
| 136 | ONCTERNAL THERAPEUTICS INC | 68236P107 | 50,000 | $44,251 | 0.01% |
| 137 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 6,000 | $43,200 | 0.01% |
| 138 | LEAP THERAPEUTICS INC | 52187K101 | 44,780 | $39,406 | 0.01% |
| 139 | OPERA LTD | OPRA | 7,961 | $34,551 | 0.01% |
| 140 | AEGLEA BIOTHERAPEUTICS INC | 00773J103 | 25,000 | $13,150 | 0.00% |
| 141 | TIO TECH A | G8T10C114 | 120,079 | $12,008 | 0.00% |
| 142 | CABALETTA BIO INC | CABA | 10,000 | $6,501 | 0.00% |