13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000012
Total Value
$490.8M
Positions
133
Other Managers
0
Confidential Omitted
No
Holdings (133)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FINVOLUTION GROUP | FVGPY | 12,303,337 | $61.0M | 12.43% |
| 2 | DUOLINGO INC | DUOL | 775,079 | $55.1M | 11.23% |
| 3 | NU HLDGS LTD | NU | 12,739,489 | $51.8M | 10.56% |
| 4 | MONDAY COM LTD | MNDY | 265,728 | $32.4M | 6.61% |
| 5 | UBER TECHNOLOGIES INC | UBER | 1,072,145 | $26.5M | 5.40% |
| 6 | 360 DIGITECH INC | QFNHF | 1,124,014 | $22.9M | 4.66% |
| 7 | MICROSOFT CORP | MSFT | 91,003 | $21.8M | 4.45% |
| 8 | SHOPIFY INC | SHOP | 606,919 | $21.1M | 4.29% |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 549,697 | $15.2M | 3.09% |
| 10 | OPENDOOR TECHNOLOGIES INC | OPENZ | 11,908,473 | $13.8M | 2.81% |
| 11 | AMAZON COM INC | AMZN | 160,482 | $13.5M | 2.75% |
| 12 | OKTA INC | OKTA | 192,923 | $13.2M | 2.69% |
| 13 | PALO ALTO NETWORKS INC | PANW | 90,071 | $12.6M | 2.56% |
| 14 | NETFLIX INC | NFLX | 37,720 | $11.1M | 2.27% |
| 15 | SERVICENOW INC | NOW | 19,392 | $7.5M | 1.53% |
| 16 | META PLATFORMS INC | META | 58,910 | $7.1M | 1.44% |
| 17 | SEA LTD | SE | 114,345 | $5.9M | 1.21% |
| 18 | UPWORK INC | UPWK | 559,008 | $5.8M | 1.19% |
| 19 | HIMS & HERS HEALTH INC | HIMS | 902,130 | $5.8M | 1.18% |
| 20 | TWILIO INC | TWLO | 116,838 | $5.7M | 1.17% |
| 21 | CREDICORP LTD | BAP | 38,360 | $5.2M | 1.06% |
| 22 | AIRBNB INC | ABNB | 50,777 | $4.3M | 0.88% |
| 23 | COINBASE GLOBAL INC | COIN | 104,625 | $3.7M | 0.75% |
| 24 | RIOT BLOCKCHAIN INC | RIOT | 1,039,820 | $3.5M | 0.72% |
| 25 | SOFI TECHNOLOGIES INC | SOFI | 701,776 | $3.2M | 0.66% |
| 26 | YANDEX N V | NBIS | 118,482 | $2.2M | 0.46% |
| 27 | SEA LTD | SE | 40,000 | $2.1M | 0.42% |
| 28 | ASANA INC | ASAN | 132,117 | $1.8M | 0.37% |
| 29 | TESLA INC | TSLA | 13,549 | $1.7M | 0.34% |
| 30 | SILVERGATE CAP CORP | 82837P408 | 86,955 | $1.5M | 0.31% |
| 31 | WOLFSPEED INC | WOLF | 20,000 | $1.4M | 0.28% |
| 32 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 55,000 | $1.4M | 0.28% |
| 33 | CHART INDS INC | 16115Q308 | 10,075 | $1.2M | 0.24% |
| 34 | INTER & CO INC | INTR | 488,335 | $1.2M | 0.24% |
| 35 | SUNRUN INC | RUN | 46,611 | $1.1M | 0.23% |
| 36 | GENERAC HLDGS INC | GNRC | 11,083 | $1.1M | 0.23% |
| 37 | BLOCK INC | BSQKZ | 17,374 | $1.1M | 0.22% |
| 38 | NEW FORTRESS ENERGY INC | NFE | 25,403 | $1.1M | 0.22% |
| 39 | FARFETCH LTD | 30744W107 | 222,000 | $1.1M | 0.21% |
| 40 | SIGNATURE BK NEW YORK N Y | 82669G104 | 8,504 | $979,831 | 0.20% |
| 41 | THE LION ELECTRIC COMPANY | 536221104 | 435,547 | $975,625 | 0.20% |
| 42 | CADENCE DESIGN SYSTEM INC | CDNS | 5,516 | $886,090 | 0.18% |
| 43 | SHOPIFY INC | SHOP | 25,000 | $867,750 | 0.18% |
| 44 | NVIDIA CORPORATION | NVDA | 5,850 | $854,919 | 0.17% |
| 45 | ASCENDIS PHARMA A/S | ASND | 6,978 | $852,223 | 0.17% |
| 46 | IRIS ENERGY LTD | IREN | 674,229 | $842,786 | 0.17% |
| 47 | MARATHON DIGITAL HOLDINGS IN | MARA | 244,009 | $834,511 | 0.17% |
| 48 | GREEN PLAINS INC | GPRE | 26,211 | $799,436 | 0.16% |
| 49 | CLEANSPARK INC | CLSKW | 386,824 | $789,121 | 0.16% |
| 50 | KEZAR LIFE SCIENCES INC | KZR | 110,370 | $786,146 | 0.16% |
| 51 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 10,405 | $775,068 | 0.16% |
| 52 | G1 THERAPEUTICS INC | 3621LQ109 | 137,746 | $747,961 | 0.15% |
| 53 | LATTICE SEMICONDUCTOR CORP | LSCC | 11,300 | $733,144 | 0.15% |
| 54 | QUALCOMM INC | QCOM | 6,500 | $714,610 | 0.15% |
| 55 | FUTU HLDGS LTD | FUTU | 17,500 | $711,375 | 0.14% |
| 56 | MICROSTRATEGY INC | STRK | 5,000 | $707,850 | 0.14% |
| 57 | MICROSTRATEGY INC | STRK | 4,486 | $635,083 | 0.13% |
| 58 | THOUGHTWORKS HOLDING INC | 88546E105 | 61,799 | $629,732 | 0.13% |
| 59 | NXP SEMICONDUCTORS N V | NXPI | 3,934 | $621,690 | 0.13% |
| 60 | CHINDATA GROUP HLDGS LTD | 16955F107 | 76,066 | $606,246 | 0.12% |
| 61 | ALBIREO PHARMA INC | 01345P106 | 27,876 | $602,400 | 0.12% |
| 62 | SOLARWINDS CORP | 83417Q204 | 62,261 | $582,763 | 0.12% |
| 63 | OPENDOOR TECHNOLOGIES INC | OPENZ | 500,000 | $580,000 | 0.12% |
| 64 | RELAY THERAPEUTICS INC | RLAY | 38,717 | $578,432 | 0.12% |
| 65 | VMWARE INC | 928563402 | 4,635 | $568,993 | 0.12% |
| 66 | KLA CORP | KLAC | 1,500 | $565,545 | 0.12% |
| 67 | CBOE GLOBAL MKTS INC | 12503M108 | 4,323 | $542,407 | 0.11% |
| 68 | PAGERDUTY INC | PD | 20,399 | $541,797 | 0.11% |
| 69 | SPLUNK INC | 848637104 | 6,274 | $540,129 | 0.11% |
| 70 | AGENUS INC | AGEN | 223,468 | $536,323 | 0.11% |
| 71 | TERADATA CORP DEL | TDC | 15,917 | $535,766 | 0.11% |
| 72 | FORTINET INC | FTNT | 10,928 | $534,270 | 0.11% |
| 73 | COUCHBASE INC | 22207T101 | 40,096 | $531,673 | 0.11% |
| 74 | SYNDAX PHARMACEUTICALS INC | SNDX | 20,681 | $526,331 | 0.11% |
| 75 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 9,026 | $516,197 | 0.11% |
| 76 | HORIZON THERAPEUTICS PUB L | G46188101 | 4,473 | $509,027 | 0.10% |
| 77 | PROMETHEUS BIOSCIENCES INC | 74349U108 | 4,572 | $502,920 | 0.10% |
| 78 | ALTERYX INC | 02156B103 | 9,895 | $501,380 | 0.10% |
| 79 | SONOS INC | SONO | 29,350 | $496,015 | 0.10% |
| 80 | AKERO THERAPEUTICS INC | 00973Y108 | 9,023 | $494,460 | 0.10% |
| 81 | PLUG POWER INC | PLUG | 39,818 | $492,549 | 0.10% |
| 82 | TWILIO INC | TWLO | 10,000 | $489,600 | 0.10% |
| 83 | PURE STORAGE INC | 74624M102 | 18,078 | $483,767 | 0.10% |
| 84 | AFFIRM HLDGS INC | AFRM | 50,000 | $483,500 | 0.10% |
| 85 | SUMO LOGIC INC | 86646P103 | 59,308 | $480,395 | 0.10% |
| 86 | CACI INTL INC | 127190304 | 1,577 | $474,030 | 0.10% |
| 87 | FLYWIRE CORPORATION | FLYW | 18,907 | $462,654 | 0.09% |
| 88 | ONCTERNAL THERAPEUTICS INC | 68236P107 | 507,000 | $450,728 | 0.09% |
| 89 | NETAPP INC | NTAP | 7,465 | $448,348 | 0.09% |
| 90 | WOLFSPEED INC | WOLF | 6,416 | $442,961 | 0.09% |
| 91 | MORPHIC HLDG INC | 61775R105 | 15,761 | $421,607 | 0.09% |
| 92 | CRINETICS PHARMACEUTICALS IN | CRNX | 22,137 | $405,107 | 0.08% |
| 93 | OPEN TEXT CORP | OTEX | 13,409 | $397,443 | 0.08% |
| 94 | REMITLY GLOBAL INC | RELY | 32,246 | $369,217 | 0.08% |
| 95 | VAXCYTE INC | PCVX | 7,678 | $368,160 | 0.08% |
| 96 | COINBASE GLOBAL INC | COIN | 10,000 | $353,900 | 0.07% |
| 97 | ROBINHOOD MKTS INC | 770700102 | 43,208 | $351,713 | 0.07% |
| 98 | ARVINAS INC | ARVN | 10,258 | $350,926 | 0.07% |
| 99 | SILVERGATE CAP CORP | 82837P408 | 20,000 | $348,000 | 0.07% |
| 100 | IVERIC BIO INC | 46583P102 | 16,086 | $344,401 | 0.07% |
| 101 | SUNNOVA ENERGY INTL INC. | 86745K104 | 18,886 | $340,137 | 0.07% |
| 102 | CHINOOK THERAPEUTICS INC | 16961L106 | 12,900 | $337,980 | 0.07% |
| 103 | PAYPAL HLDGS INC | PYPL | 4,334 | $308,667 | 0.06% |
| 104 | LIVEPERSON INC | LPSN | 29,909 | $303,277 | 0.06% |
| 105 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $274,597 | 0.06% |
| 106 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 10,800 | $266,436 | 0.05% |
| 107 | UPSTART HOLDINGS | UPST | 20,000 | $264,400 | 0.05% |
| 108 | AEHR TEST SYS | AEHR | 13,000 | $261,300 | 0.05% |
| 109 | ADVANCED MICRO DEVICES INC | AMD | 3,996 | $258,821 | 0.05% |
| 110 | MILESTONE PHARMACEUTICALS IN | MIST | 61,500 | $243,540 | 0.05% |
| 111 | CONCERT PHARMACEUTICALS INC | 206022105 | 39,000 | $227,760 | 0.05% |
| 112 | ARRAY TECHNOLOGIES INC | ARRY | 11,766 | $227,437 | 0.05% |
| 113 | LI AUTO INC | LAAOF | 9,950 | $202,980 | 0.04% |
| 114 | MICRON TECHNOLOGY INC | MU | 4,000 | $199,920 | 0.04% |
| 115 | JPMORGAN CHASE & CO | VYLD | 1,444 | $193,640 | 0.04% |
| 116 | GERON CORP | GERN | 70,000 | $169,400 | 0.03% |
| 117 | LEAP THERAPEUTICS INC | 52187K101 | 366,871 | $165,092 | 0.03% |
| 118 | AFFIRM HLDGS INC | AFRM | 17,000 | $164,390 | 0.03% |
| 119 | SCHOLAR ROCK HLDG CORP | SRRK | 16,200 | $146,610 | 0.03% |
| 120 | BLUEBIRD BIO INC | 09609G100 | 21,000 | $144,480 | 0.03% |
| 121 | REPLIMUNE GROUP INC | REPL | 4,200 | $114,240 | 0.02% |
| 122 | CARVANA CO | CVNA | 20,000 | $94,800 | 0.02% |
| 123 | VERONA PHARMA PLC | 925050106 | 3,500 | $91,455 | 0.02% |
| 124 | PALANTIR TECHNOLOGIES INC | PLTR | 12,741 | $81,797 | 0.02% |
| 125 | MERUS N V | N5749R100 | 4,910 | $75,958 | 0.02% |
| 126 | KEROS THERAPEUTICS INC | KROS | 1,330 | $63,867 | 0.01% |
| 127 | VISA INC | V | 256 | $53,187 | 0.01% |
| 128 | MERCADOLIBRE INC | MELI | 60 | $50,774 | 0.01% |
| 129 | BITFARMS LTD | BITF | 82,024 | $36,091 | 0.01% |
| 130 | HOOKIPA PHARMA INC | HOOK | 43,000 | $34,830 | 0.01% |
| 131 | HYZON MOTORS INC | 44951Y102 | 10,248 | $15,884 | 0.00% |
| 132 | HUT 8 MNG CORP | HUT | 14,073 | $11,962 | 0.00% |
| 133 | TIO TECH A | G8T10C114 | 120,079 | $2,882 | 0.00% |