13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000014
Total Value
$1.08B
Positions
137
Other Managers
0
Confidential Omitted
No
Holdings (137)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 19,751,231 | $155.8M | 14.45% |
| 2 | HIMS & HERS HEALTH INC | HIMS | 9,179,415 | $86.3M | 8.00% |
| 3 | MICROSOFT CORP | MSFT | 182,500 | $62.1M | 5.76% |
| 4 | UBER TECHNOLOGIES INC | UBER | 1,296,406 | $56.0M | 5.19% |
| 5 | NVIDIA CORPORATION | NVDA | 125,290 | $53.0M | 4.91% |
| 6 | AMAZON COM INC | AMZN | 405,000 | $52.8M | 4.90% |
| 7 | ALPHABET INC | GOOG | 370,000 | $44.3M | 4.11% |
| 8 | CARVANA CO | CVNA | 1,454,490 | $37.7M | 3.50% |
| 9 | FINVOLUTION GROUP | FVGPY | 7,532,729 | $34.7M | 3.21% |
| 10 | META PLATFORMS INC | META | 110,000 | $31.6M | 2.93% |
| 11 | MICROSOFT CORP | MSFT | 87,516 | $29.8M | 2.76% |
| 12 | SHOPIFY INC | SHOP | 429,903 | $27.8M | 2.58% |
| 13 | ZOOMINFO TECHNOLOGIES INC | GTM | 848,902 | $21.6M | 2.00% |
| 14 | TESLA INC | TSLA | 82,120 | $21.5M | 1.99% |
| 15 | AMAZON COM INC | AMZN | 161,211 | $21.0M | 1.95% |
| 16 | DUOLINGO INC | DUOL | 146,724 | $21.0M | 1.94% |
| 17 | IRIS ENERGY LTD | IREN | 4,473,109 | $20.8M | 1.93% |
| 18 | CRITEO S A | CRTO | 599,641 | $20.2M | 1.88% |
| 19 | PALO ALTO NETWORKS INC | PANW | 75,645 | $19.3M | 1.79% |
| 20 | OPENDOOR TECHNOLOGIES INC | OPENZ | 4,655,419 | $18.7M | 1.74% |
| 21 | FARFETCH LTD | 30744W107 | 2,994,553 | $18.1M | 1.68% |
| 22 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 507,908 | $13.7M | 1.27% |
| 23 | MICRON TECHNOLOGY INC | MU | 208,672 | $13.2M | 1.22% |
| 24 | COINBASE GLOBAL INC | COIN | 177,303 | $12.7M | 1.18% |
| 25 | PAGAYA TECHNOLOGIES LTD | PGYWW | 8,983,387 | $12.6M | 1.17% |
| 26 | CLEANSPARK INC | CLSKW | 2,496,303 | $10.7M | 0.99% |
| 27 | ALPHABET INC | GOOG | 65,322 | $7.8M | 0.73% |
| 28 | META PLATFORMS INC | META | 26,814 | $7.7M | 0.71% |
| 29 | AIRBNB INC | ABNB | 59,650 | $7.6M | 0.71% |
| 30 | OKTA INC | OKTA | 102,823 | $7.1M | 0.66% |
| 31 | ENPHASE ENERGY INC | ENPH | 42,000 | $7.0M | 0.65% |
| 32 | BAIDU INC | BAIDF | 44,764 | $6.1M | 0.57% |
| 33 | TESLA INC | TSLA | 20,000 | $5.2M | 0.49% |
| 34 | UDEMY INC | UDMY | 474,638 | $5.1M | 0.47% |
| 35 | AGENUS INC | AGEN | 3,016,019 | $4.8M | 0.45% |
| 36 | MICROSTRATEGY INC | STRK | 11,900 | $4.1M | 0.38% |
| 37 | IMMUNOGEN INC | 45253H101 | 208,455 | $3.9M | 0.36% |
| 38 | MARATHON DIGITAL HOLDINGS IN | MARA | 245,485 | $3.4M | 0.32% |
| 39 | AIRBNB INC | ABNB | 25,000 | $3.2M | 0.30% |
| 40 | CIPHER MINING INC | 17253J106 | 1,114,512 | $3.2M | 0.30% |
| 41 | SERVICENOW INC | NOW | 5,666 | $3.2M | 0.30% |
| 42 | INTER & CO INC | INTR | 958,069 | $3.0M | 0.28% |
| 43 | UPSTART HLDGS INC | UPST | 75,000 | $2.7M | 0.25% |
| 44 | RIOT PLATFORMS INC | RIOT | 224,152 | $2.6M | 0.25% |
| 45 | AES CORP | AES | 127,374 | $2.6M | 0.24% |
| 46 | QUALCOMM INC | QCOM | 20,793 | $2.5M | 0.23% |
| 47 | ENPHASE ENERGY INC | ENPH | 14,779 | $2.5M | 0.23% |
| 48 | MARVELL TECHNOLOGY INC | MRVL | 40,000 | $2.4M | 0.22% |
| 49 | BITFARMS LTD | BITF | 1,602,243 | $2.4M | 0.22% |
| 50 | CIENA CORP | CIEN | 53,761 | $2.3M | 0.21% |
| 51 | YANDEX N V | NBIS | 118,482 | $2.2M | 0.21% |
| 52 | INTEL CORP | INTC | 66,908 | $2.2M | 0.21% |
| 53 | PROCORE TECHNOLOGIES INC | PCOR | 34,299 | $2.2M | 0.21% |
| 54 | TERAWULF INC | WULF | 1,188,971 | $2.1M | 0.19% |
| 55 | OPENDOOR TECHNOLOGIES INC | OPENZ | 500,000 | $2.0M | 0.19% |
| 56 | REVOLVE GROUP INC | RVLV | 108,520 | $1.8M | 0.17% |
| 57 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 100,000 | $1.7M | 0.16% |
| 58 | APPLIED DIGITAL CORP | APLD | 183,753 | $1.7M | 0.16% |
| 59 | BLOCK INC | BSQKZ | 24,548 | $1.6M | 0.15% |
| 60 | CYBERARK SOFTWARE LTD | M2682V108 | 10,295 | $1.6M | 0.15% |
| 61 | CREDICORP LTD | BAP | 10,618 | $1.6M | 0.15% |
| 62 | WOLFSPEED INC | WOLF | 27,658 | $1.5M | 0.14% |
| 63 | TERADYNE INC | TER | 12,919 | $1.4M | 0.13% |
| 64 | MICROSTRATEGY INC | STRK | 4,156 | $1.4M | 0.13% |
| 65 | CADENCE DESIGN SYSTEM INC | CDNS | 5,516 | $1.3M | 0.12% |
| 66 | APPLE INC | AAPL | 6,477 | $1.3M | 0.12% |
| 67 | SUNRUN INC | RUN | 68,746 | $1.2M | 0.11% |
| 68 | LUCID GROUP INC | LCID | 176,370 | $1.2M | 0.11% |
| 69 | CHARGEPOINT HOLDINGS INC | CHPT | 134,535 | $1.2M | 0.11% |
| 70 | TPI COMPOSITES INC | TPICQ | 111,808 | $1.2M | 0.11% |
| 71 | MAXEON SOLAR TECHNOLOGIES LT | MAXN | 37,855 | $1.1M | 0.10% |
| 72 | DLOCAL LTD | DLO | 87,200 | $1.1M | 0.10% |
| 73 | DEUTSCHE BANK A G | D18190898 | 99,956 | $1.1M | 0.10% |
| 74 | LATTICE SEMICONDUCTOR CORP | LSCC | 10,800 | $1.0M | 0.10% |
| 75 | CANADIAN SOLAR INC | CSIQ | 26,524 | $1.0M | 0.10% |
| 76 | NEXTERA ENERGY PARTNERS LP | NEE-PW | 17,419 | $1.0M | 0.09% |
| 77 | RESIDEO TECHNOLOGIES INC | REZI | 57,709 | $1.0M | 0.09% |
| 78 | MERUS N V | N5749R100 | 38,630 | $1.0M | 0.09% |
| 79 | CRINETICS PHARMACEUTICALS IN | CRNX | 45,359 | $817,369 | 0.08% |
| 80 | ASCENDIS PHARMA A/S | ASND | 9,123 | $814,228 | 0.08% |
| 81 | SYNDAX PHARMACEUTICALS INC | SNDX | 37,300 | $780,689 | 0.07% |
| 82 | PUBMATIC INC | PUBM | 42,327 | $773,738 | 0.07% |
| 83 | HUT 8 MNG CORP | HUT | 228,415 | $753,770 | 0.07% |
| 84 | HIVE BLOCKCHAIN TECHNLGIES L | 43366H704 | 161,965 | $749,898 | 0.07% |
| 85 | KLA CORP | KLAC | 1,500 | $727,530 | 0.07% |
| 86 | CUMMINS INC | CMI | 2,951 | $723,467 | 0.07% |
| 87 | NXP SEMICONDUCTORS N V | NXPI | 3,434 | $702,871 | 0.07% |
| 88 | MONOLITHIC PWR SYS INC | 609839105 | 1,289 | $696,356 | 0.06% |
| 89 | ARVINAS INC | ARVN | 26,304 | $652,865 | 0.06% |
| 90 | MOBILEYE GLOBAL INC | MBLY | 16,124 | $619,484 | 0.06% |
| 91 | MILESTONE PHARMACEUTICALS IN | MIST | 207,276 | $590,737 | 0.05% |
| 92 | AEHR TEST SYS | AEHR | 10,468 | $431,805 | 0.04% |
| 93 | SOFI TECHNOLOGIES INC | SOFI | 51,535 | $429,802 | 0.04% |
| 94 | FLYWIRE CORPORATION | FLYW | 12,407 | $385,113 | 0.04% |
| 95 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,546 | $357,862 | 0.03% |
| 96 | JPMORGAN CHASE & CO | VYLD | 2,358 | $342,948 | 0.03% |
| 97 | SEA LTD | SE | 5,793 | $336,226 | 0.03% |
| 98 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 12,015 | $307,103 | 0.03% |
| 99 | CHINOOK THERAPEUTICS INC | 16961L106 | 7,500 | $288,150 | 0.03% |
| 100 | SOLAREDGE TECHNOLOGIES INC | SEDG | 1,050 | $282,503 | 0.03% |
| 101 | KEROS THERAPEUTICS INC | KROS | 6,962 | $279,733 | 0.03% |
| 102 | ARRAY TECHNOLOGIES INC | ARRY | 12,341 | $278,907 | 0.03% |
| 103 | VERONA PHARMA PLC | 925050106 | 13,000 | $274,820 | 0.03% |
| 104 | KARUNA THERAPEUTICS INC | 48576A100 | 1,241 | $269,111 | 0.02% |
| 105 | BLUEBIRD BIO INC | 09609G100 | 81,154 | $261,316 | 0.02% |
| 106 | PAYPAL HLDGS INC | PYPL | 3,730 | $248,903 | 0.02% |
| 107 | IMMUNOCORE HLDGS PLC | IMCR | 4,003 | $240,020 | 0.02% |
| 108 | ADVANCED MICRO DEVICES INC | AMD | 2,013 | $229,301 | 0.02% |
| 109 | SCHOLAR ROCK HLDG CORP | SRRK | 28,367 | $213,887 | 0.02% |
| 110 | MERCADOLIBRE INC | MELI | 173 | $204,936 | 0.02% |
| 111 | AKERO THERAPEUTICS INC | 00973Y108 | 4,276 | $199,646 | 0.02% |
| 112 | ROBINHOOD MKTS INC | 770700102 | 19,988 | $199,480 | 0.02% |
| 113 | BLUEPRINT MEDICINES CORP | 09627Y109 | 2,855 | $180,436 | 0.02% |
| 114 | VISA INC | V | 752 | $178,585 | 0.02% |
| 115 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $177,559 | 0.02% |
| 116 | LEAP THERAPEUTICS INC | CYPH | 54,000 | $169,020 | 0.02% |
| 117 | REPLIMUNE GROUP INC | REPL | 7,173 | $166,557 | 0.02% |
| 118 | INOZYME PHARMA INC | 45790W108 | 29,129 | $162,249 | 0.02% |
| 119 | EDGEWISE THERAPEUTICS INC | EWTX | 18,663 | $144,638 | 0.01% |
| 120 | XENCOR INC | XNCR | 5,418 | $135,287 | 0.01% |
| 121 | SCHRODINGER INC | SDGR | 2,700 | $134,784 | 0.01% |
| 122 | STRONGHOLD DIGITAL MINING IN | 86337R202 | 32,013 | $133,814 | 0.01% |
| 123 | BICYCLE THERAPEUTICS PLC | BCYC | 4,850 | $123,772 | 0.01% |
| 124 | BLINK CHARGING CO | BLNK | 19,179 | $114,882 | 0.01% |
| 125 | SOLID POWER INC | SLDPW | 43,652 | $110,876 | 0.01% |
| 126 | MORPHIC HLDG INC | 61775R105 | 1,859 | $106,576 | 0.01% |
| 127 | LI AUTO INC | LAAOF | 3,034 | $106,493 | 0.01% |
| 128 | PFIZER INC | PFE | 2,800 | $102,704 | 0.01% |
| 129 | HOOKIPA PHARMA INC | HOOK | 96,709 | $85,104 | 0.01% |
| 130 | ON SEMICONDUCTOR CORP | ON | 758 | $71,692 | 0.01% |
| 131 | ASTRAZENECA PLC | AZN | 949 | $67,920 | 0.01% |
| 132 | ACUMEN PHARMACEUTICALS INC | ABOS | 11,618 | $55,883 | 0.01% |
| 133 | DAQO NEW ENERGY CORP | DQ | 1,015 | $40,296 | 0.00% |
| 134 | NIO INC | NIOIF | 2,594 | $25,136 | 0.00% |
| 135 | FIRST SOLAR INC | FSLR | 85 | $16,158 | 0.00% |
| 136 | JINKOSOLAR HLDG CO LTD | JKS | 261 | $11,583 | 0.00% |
| 137 | STEM INC | STEM | 1,826 | $10,445 | 0.00% |