13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000013
Total Value
$682.2M
Positions
147
Other Managers
0
Confidential Omitted
No
Holdings (147)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 20,495,920 | $97.6M | 14.30% |
| 2 | HIMS & HERS HEALTH INC | HIMS | 7,806,620 | $77.4M | 11.35% |
| 3 | DUOLINGO INC | DUOL | 468,483 | $66.8M | 9.79% |
| 4 | FINVOLUTION GROUP | FVGPY | 10,968,490 | $45.7M | 6.70% |
| 5 | MICROSOFT CORP | MSFT | 157,592 | $45.4M | 6.66% |
| 6 | META PLATFORMS INC | META | 131,386 | $27.8M | 4.08% |
| 7 | UBER TECHNOLOGIES INC | UBER | 781,711 | $24.8M | 3.63% |
| 8 | SHOPIFY INC | SHOP | 450,370 | $21.6M | 3.17% |
| 9 | AMAZON COM INC | AMZN | 174,914 | $18.1M | 2.65% |
| 10 | ALPHABET INC | GOOG | 166,167 | $17.2M | 2.53% |
| 11 | TESLA INC | TSLA | 76,071 | $15.8M | 2.31% |
| 12 | PALO ALTO NETWORKS INC | PANW | 75,562 | $15.1M | 2.21% |
| 13 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 541,959 | $13.3M | 1.94% |
| 14 | MARATHON DIGITAL HOLDINGS IN | MARA | 1,102,898 | $9.6M | 1.41% |
| 15 | OKTA INC | OKTA | 109,089 | $9.4M | 1.38% |
| 16 | ALPHABET INC | GOOG | 90,000 | $9.3M | 1.37% |
| 17 | IRIS ENERGY LTD | IREN | 2,903,435 | $8.9M | 1.30% |
| 18 | MICRON TECHNOLOGY INC | MU | 143,314 | $8.6M | 1.27% |
| 19 | NVIDIA CORPORATION | NVDA | 29,250 | $8.1M | 1.19% |
| 20 | CRITEO S A | CRTO | 255,760 | $8.1M | 1.18% |
| 21 | OPENDOOR TECHNOLOGIES INC | OPENZ | 4,412,140 | $7.8M | 1.14% |
| 22 | RIOT BLOCKCHAIN INC | RIOT | 661,196 | $6.6M | 0.97% |
| 23 | COINBASE GLOBAL INC | COIN | 80,000 | $5.4M | 0.79% |
| 24 | PAGAYA TECHNOLOGIES LTD | PGYWW | 4,978,787 | $5.1M | 0.74% |
| 25 | COINBASE GLOBAL INC | COIN | 71,065 | $4.8M | 0.70% |
| 26 | BLOCK INC | BSQKZ | 53,512 | $3.7M | 0.54% |
| 27 | WOLFSPEED INC | WOLF | 55,000 | $3.6M | 0.52% |
| 28 | SEA LTD | SE | 40,000 | $3.5M | 0.51% |
| 29 | BAIDU ONC | BAIDF | 22,217 | $3.4M | 0.49% |
| 30 | AIRBNB INC | ABNB | 26,838 | $3.3M | 0.49% |
| 31 | MICROSOFT CORP | MSFT | 11,000 | $3.2M | 0.46% |
| 32 | SEA LTD | SE | 34,507 | $3.0M | 0.44% |
| 33 | QUALCOMM INC | QCOM | 22,957 | $2.9M | 0.43% |
| 34 | MICROSTRATEGY INC | STRK | 10,000 | $2.9M | 0.43% |
| 35 | SHOPIFY INC | SHOP | 60,000 | $2.9M | 0.42% |
| 36 | SERVICENOW INC | NOW | 5,666 | $2.6M | 0.39% |
| 37 | INTER & CO INC | INTR | 1,321,128 | $2.2M | 0.33% |
| 38 | YANDEX N V | NBIS | 118,482 | $2.2M | 0.33% |
| 39 | CLEANSPARK INC | CLSKW | 769,959 | $2.1M | 0.31% |
| 40 | MARVELL TECHNOLOGY INC | MRVL | 48,207 | $2.1M | 0.31% |
| 41 | MICROSTRATEGY INC | STRK | 6,628 | $1.9M | 0.28% |
| 42 | CIPHER MINING INC | 17253J106 | 830,331 | $1.9M | 0.28% |
| 43 | SOFI TECHNOLOGIES INC | SOFI | 285,923 | $1.7M | 0.25% |
| 44 | LUMINAR TECHNOLOGIES INC | LAZRQ | 121,106 | $1.7M | 0.25% |
| 45 | HUT 8 MNG CORP | HUT | 862,418 | $1.6M | 0.23% |
| 46 | MARVELL TECHNOLOGY INC | MRVL | 35,000 | $1.5M | 0.22% |
| 47 | GITLAB INC | GTLB | 43,713 | $1.5M | 0.22% |
| 48 | AGENUS INC | AGEN | 963,326 | $1.5M | 0.21% |
| 49 | HP INC | HPQ | 47,557 | $1.4M | 0.20% |
| 50 | BLOCK INC | BSQKZ | 20,000 | $1.4M | 0.20% |
| 51 | LULULEMON ATHLETICA INC | LULU | 3,466 | $1.3M | 0.19% |
| 52 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 55,000 | $1.3M | 0.18% |
| 53 | FARFETCH LTD | 30744W107 | 238,107 | $1.2M | 0.17% |
| 54 | RIVIAN AUTOMOTIVE INC | RIVN | 75,000 | $1.2M | 0.17% |
| 55 | CADENCE DESIGN SYSTEM INC | CDNS | 5,516 | $1.2M | 0.17% |
| 56 | APPLE INC | AAPL | 7,026 | $1.2M | 0.17% |
| 57 | LEVI STRAUSS & CO NEW | LEVI | 61,243 | $1.1M | 0.16% |
| 58 | GARMIN LTD | GRMN | 10,849 | $1.1M | 0.16% |
| 59 | CONSOLIDATED EDISON INC | ED | 11,274 | $1.1M | 0.16% |
| 60 | FLUENCE ENERGY INC | FLNC | 53,188 | $1.1M | 0.16% |
| 61 | ZIONS BANCORPORATION N A | 989701907 | 35,000 | $1.0M | 0.15% |
| 62 | LATTICE SEMICONDUCTOR CORP | LSCC | 10,800 | $1.0M | 0.15% |
| 63 | GOPRO INC | GPRO | 204,055 | $1.0M | 0.15% |
| 64 | SUNRUN INC | RUN | 50,000 | $1.0M | 0.15% |
| 65 | RELAY THERAPEUTICS INC | RLAY | 58,761 | $967,794 | 0.14% |
| 66 | SUNRUN INC | RUN | 47,765 | $962,465 | 0.14% |
| 67 | BLINK CHARGING CO | BLNK | 110,832 | $958,697 | 0.14% |
| 68 | AMERESCO INC | AMRC | 19,094 | $939,807 | 0.14% |
| 69 | RIVIAN AUTOMOTIVE INC | RIVN | 59,204 | $916,478 | 0.13% |
| 70 | GREEN PLAINS INC | GPRE | 29,433 | $912,129 | 0.13% |
| 71 | OPENDOOR TECHNOLOGIES INC | OPENZ | 500,000 | $880,000 | 0.13% |
| 72 | PLUG POWER INC | PLUG | 73,709 | $863,869 | 0.13% |
| 73 | BITFARMS LTD | BITF | 840,142 | $814,938 | 0.12% |
| 74 | WOLFSPEED INC | WOLF | 12,435 | $807,653 | 0.12% |
| 75 | ALIBABA GROUP HLDG LTD | BBAAY | 7,798 | $796,800 | 0.12% |
| 76 | ASCENDIS PHARMA A/S | ASND | 7,423 | $795,894 | 0.12% |
| 77 | MILESTONE PHARMACEUTICALS IN | MIST | 198,276 | $781,207 | 0.11% |
| 78 | MERUS N V | N5749R100 | 35,889 | $660,358 | 0.10% |
| 79 | ARVINAS INC | ARVN | 23,988 | $655,352 | 0.10% |
| 80 | CRINETICS PHARMACEUTICALS IN | CRNX | 40,062 | $643,396 | 0.09% |
| 81 | NXP SEMICONDUCTORS N V | NXPI | 3,434 | $640,355 | 0.09% |
| 82 | KLA CORP | KLAC | 1,500 | $598,755 | 0.09% |
| 83 | XCEL ENERGY INC | XELLL | 8,659 | $583,963 | 0.09% |
| 84 | SOLAREDGE TECHNOLOGIES INC | SEDG | 1,901 | $577,809 | 0.08% |
| 85 | ONCTERNAL THERAPEUTICS INC | 68236P107 | 733,458 | $565,687 | 0.08% |
| 86 | MOBILEYE GLOBAL INC | MBLY | 13,024 | $563,548 | 0.08% |
| 87 | PROMETHEUS BIOSCIENCES INC | 74349U108 | 5,036 | $540,464 | 0.08% |
| 88 | SYNDAX PHARMACEUTICALS INC | SNDX | 25,418 | $536,828 | 0.08% |
| 89 | BLUEBIRD BIO INC | 09609G100 | 150,000 | $471,000 | 0.07% |
| 90 | ROYALTY PHARMA PLC | RPRX | 13,018 | $469,039 | 0.07% |
| 91 | IDEAYA BIOSCIENCES INC | IDYA | 34,004 | $466,875 | 0.07% |
| 92 | IVERIC BIO INC | 46583P102 | 19,000 | $462,270 | 0.07% |
| 93 | CARVANO CO | CVNA | 45,000 | $440,550 | 0.06% |
| 94 | REPLIMUNE GROUP INC | REPL | 24,828 | $438,462 | 0.06% |
| 95 | AVANGRID INC | 05351W103 | 10,031 | $400,036 | 0.06% |
| 96 | UPSTART HOLDINGS | UPST | 24,000 | $381,360 | 0.06% |
| 97 | FIRST REP BK SAN FRANCISCO C | 33616C100 | 25,500 | $356,745 | 0.05% |
| 98 | LI AUTO INC | LAAOF | 13,645 | $340,443 | 0.05% |
| 99 | CANAAN INC | CAN | 115,530 | $311,931 | 0.05% |
| 100 | INOZYME PHARMA INC | 45790W108 | 54,226 | $310,715 | 0.05% |
| 101 | AEHR TEST SYS | AEHR | 10,000 | $310,200 | 0.05% |
| 102 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 12,015 | $273,822 | 0.04% |
| 103 | ARRAY TECHNOLOGIES INC | ARRY | 12,341 | $270,021 | 0.04% |
| 104 | VERONA PHARMA PLC | 925050106 | 13,000 | $261,040 | 0.04% |
| 105 | NEXTERA ENERGY INC | NEE-PW | 3,339 | $257,370 | 0.04% |
| 106 | INTEL CORP | INTC | 7,835 | $255,969 | 0.04% |
| 107 | HIVE BLOCKCHAIN TECHNLGIES L | 43366H704 | 74,640 | $245,566 | 0.04% |
| 108 | VIR BIOTECHNOLOGY INC | VIR | 9,650 | $224,556 | 0.03% |
| 109 | PACWEST BANCORP DEL | 695263103 | 20,000 | $194,600 | 0.03% |
| 110 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $186,850 | 0.03% |
| 111 | JD.COM INC | JDCMF | 4,251 | $186,576 | 0.03% |
| 112 | LEAP THERAPEUTICS INC | 52187K101 | 540,000 | $183,600 | 0.03% |
| 113 | CHINOOK THERAPEUTICS INC | 16961L106 | 7,500 | $173,625 | 0.03% |
| 114 | KARUNA THERAPEUTICS INC | 48576A100 | 950 | $172,558 | 0.03% |
| 115 | IMMUNOCORE HLDGS PLC | IMCR | 3,300 | $163,152 | 0.02% |
| 116 | ROBINHOOD MKTS INC | 770700102 | 16,431 | $159,545 | 0.02% |
| 117 | TERAWULF INC | WULF | 155,454 | $145,785 | 0.02% |
| 118 | VIKING THERAPEUTICS INC | VKTX | 8,211 | $136,713 | 0.02% |
| 119 | THOMSON REUTERS CORP. | TMSOF | 2,034 | $134,500 | 0.02% |
| 120 | PAYPAL HLDGS INC | PYPL | 1,732 | $131,528 | 0.02% |
| 121 | LILLY ELI & CO | LLY | 371 | $127,409 | 0.02% |
| 122 | IMMUNOGEN INC | 45253H101 | 32,130 | $123,379 | 0.02% |
| 123 | BLUEBIRD BIO INC | 09609G100 | 35,000 | $109,900 | 0.02% |
| 124 | ADVANCED MICRO DEVICES INC | AMD | 1,101 | $107,909 | 0.02% |
| 125 | JOHNSON & JOHNSON | JNJ | 660 | $102,300 | 0.01% |
| 126 | MERCADOLIBRE INC | MELI | 74 | $97,536 | 0.01% |
| 127 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,004 | $93,392 | 0.01% |
| 128 | VAXCYTE INC | PCVX | 2,100 | $78,708 | 0.01% |
| 129 | JPMORGAN CHASE & CO | VYLD | 570 | $74,277 | 0.01% |
| 130 | AKERO THERAPEUTICS INC | 00973Y108 | 1,941 | $74,263 | 0.01% |
| 131 | VISA INC | V | 311 | $70,118 | 0.01% |
| 132 | MERSANA THERAPEUTICS INC | 59045L106 | 16,931 | $69,586 | 0.01% |
| 133 | ELEVATION ONCOLOGY INC | 28623U101 | 29,456 | $55,966 | 0.01% |
| 134 | ENPHASE ENERGY INC | ENPH | 242 | $50,888 | 0.01% |
| 135 | HOOKIPA PHARMA INC | HOOK | 63,000 | $46,368 | 0.01% |
| 136 | SCHOLAR ROCK HLDG CORP | SRRK | 4,900 | $39,200 | 0.01% |
| 137 | ON SEMICONDUCTOR CORP | ON | 407 | $33,504 | 0.00% |
| 138 | NIO INC | NIOIF | 2,594 | $27,263 | 0.00% |
| 139 | DAQO NEW ENERGY CORP | DQ | 525 | $24,591 | 0.00% |
| 140 | FIRST SOLAR INC | FSLR | 85 | $18,488 | 0.00% |
| 141 | CANADIAN SOLAR INC | CSIQ | 366 | $14,570 | 0.00% |
| 142 | JINKOSOLAR HLDG CO LTD | JKS | 261 | $13,316 | 0.00% |
| 143 | STEM INC | STEM | 1,826 | $10,353 | 0.00% |
| 144 | SVB FINANCIAL GROUP | 78486Q101 | 1,502 | $1,359 | 0.00% |
| 145 | TIO TECH A | G8T10C114 | 120,079 | $504 | 0.00% |
| 146 | SIGNATURE BK NEW YORK N Y | 82669G104 | 2,200 | $403 | 0.00% |
| 147 | SIGNATURE BK NEW YORK N Y | 82669G104 | 1,447 | $265 | 0.00% |