13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002053305-25-000015
Total Value
$854.9M
Positions
122
Other Managers
0
Confidential Omitted
No
Holdings (122)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 19,987,228 | $144.9M | 16.95% |
| 2 | MICROSOFT CORP | MSFT | 170,000 | $53.7M | 6.28% |
| 3 | AMAZON COM INC | AMZN | 375,000 | $47.7M | 5.58% |
| 4 | UBER TECHNOLOGIES INC | UBER | 1,010,893 | $46.5M | 5.44% |
| 5 | AFFIRM HLDGS INC | AFRM | 2,140,113 | $45.5M | 5.32% |
| 6 | HIMS & HERS HEALTH INC | HIMS | 6,646,649 | $41.8M | 4.89% |
| 7 | DUOLINGO INC | DUOL | 230,498 | $38.2M | 4.47% |
| 8 | NVIDIA CORPORATION | NVDA | 66,900 | $29.1M | 3.40% |
| 9 | AMAZON COM INC | AMZN | 200,458 | $25.5M | 2.98% |
| 10 | PAGAYA TECHNOLOGIES LTD | PGYWW | 15,590,279 | $24.6M | 2.88% |
| 11 | IRIS ENERGY LTD | IREN | 6,432,212 | $23.9M | 2.79% |
| 12 | TESLA INC | TSLA | 95,107 | $23.8M | 2.78% |
| 13 | FINVOLUTION GROUP | FVGPY | 4,741,381 | $23.6M | 2.76% |
| 14 | MICROSOFT CORP | MSFT | 62,489 | $19.7M | 2.31% |
| 15 | CRITEO S A | CRTO | 634,207 | $18.5M | 2.17% |
| 16 | SEA LTD | SE | 381,267 | $16.8M | 1.96% |
| 17 | SHOPIFY INC | SHOP | 306,689 | $16.7M | 1.96% |
| 18 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 387,712 | $15.7M | 1.84% |
| 19 | AIRBNB INC | ABNB | 110,016 | $15.1M | 1.77% |
| 20 | MICRON TECHNOLOGY INC | MU | 207,727 | $14.1M | 1.65% |
| 21 | CLEANSPARK INC | CLSKW | 3,211,448 | $12.2M | 1.43% |
| 22 | FARFETCH LTD | 30744W107 | 5,643,044 | $11.8M | 1.38% |
| 23 | ALPHABET INC | GOOG | 89,803 | $11.8M | 1.37% |
| 24 | APPLIED DIGITAL CORP | APLD | 1,536,227 | $9.6M | 1.12% |
| 25 | META PLATFORMS INC | META | 28,745 | $8.6M | 1.01% |
| 26 | GRINDR INC | GRND | 1,241,477 | $7.1M | 0.83% |
| 27 | COINBASE GLOBAL INC | COIN | 87,103 | $6.5M | 0.76% |
| 28 | LILIUM N V | LILMF | 8,461,538 | $6.0M | 0.71% |
| 29 | INTER & CO INC | INTR | 1,445,294 | $5.8M | 0.68% |
| 30 | MATCH GROUP INC NEW | MTCH | 144,969 | $5.7M | 0.66% |
| 31 | INMODE LTD | INMD | 185,585 | $5.7M | 0.66% |
| 32 | RIOT PLATFORMS INC | RIOT | 570,047 | $5.3M | 0.62% |
| 33 | ZOOMINFO TECHNOLOGIES INC | GTM | 245,766 | $4.0M | 0.47% |
| 34 | WOLFSPEED INC | WOLF | 104,518 | $4.0M | 0.47% |
| 35 | AGENUS INC | AGEN | 3,088,722 | $3.5M | 0.41% |
| 36 | IMMUNOGEN INC | 45253H101 | 212,852 | $3.4M | 0.40% |
| 37 | SERVICENOW INC | NOW | 5,161 | $2.9M | 0.34% |
| 38 | INTUIT | INTU | 5,605 | $2.9M | 0.33% |
| 39 | MASTERCARD INCORPORATED | MA | 7,161 | $2.8M | 0.33% |
| 40 | MICROSTRATEGY INC | STRK | 7,928 | $2.6M | 0.30% |
| 41 | BITFARMS LTD | BITF | 2,283,388 | $2.4M | 0.29% |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 23,163 | $2.4M | 0.28% |
| 43 | SYNOPSYS INC | SNPS | 5,106 | $2.3M | 0.27% |
| 44 | MARATHON DIGITAL HOLDINGS IN | MARA | 265,030 | $2.3M | 0.26% |
| 45 | YANDEX N V | NBIS | 118,482 | $2.2M | 0.26% |
| 46 | OKTA INC | OKTA | 25,979 | $2.1M | 0.25% |
| 47 | CIPHER MINING INC | 17253J106 | 858,178 | $2.0M | 0.23% |
| 48 | BLOCK INC | BSQKZ | 38,638 | $1.7M | 0.20% |
| 49 | DLOCAL LTD | DLO | 87,200 | $1.7M | 0.20% |
| 50 | TERAWULF INC | WULF | 1,307,925 | $1.6M | 0.19% |
| 51 | UPSTART HLDGS INC | UPST | 50,000 | $1.4M | 0.17% |
| 52 | EXP WORLD HLDGS INC | EXPI | 86,460 | $1.4M | 0.16% |
| 53 | OPENDOOR TECHNOLOGIES INC | OPENZ | 500,000 | $1.3M | 0.15% |
| 54 | CADENCE DESIGN SYSTEM INC | CDNS | 5,516 | $1.3M | 0.15% |
| 55 | STRONGHOLD DIGITAL MINING IN | 86337R202 | 272,176 | $1.2M | 0.14% |
| 56 | CREDICORP LTD | BAP | 9,134 | $1.2M | 0.14% |
| 57 | CARPARTS COM INC | PRTS | 280,578 | $1.2M | 0.14% |
| 58 | NU HLDGS LTD | NU | 150,000 | $1.1M | 0.13% |
| 59 | LATTICE SEMICONDUCTOR CORP | LSCC | 10,800 | $928,044 | 0.11% |
| 60 | ASCENDIS PHARMA A/S | ASND | 9,123 | $854,278 | 0.10% |
| 61 | APPLIED DIGITAL CORP | APLD | 132,000 | $823,680 | 0.10% |
| 62 | MERUS N V | N5749R100 | 34,926 | $823,555 | 0.10% |
| 63 | KLA CORP | KLAC | 1,500 | $687,990 | 0.08% |
| 64 | CRINETICS PHARMACEUTICALS IN | CRNX | 23,082 | $686,459 | 0.08% |
| 65 | MOBILEYE GLOBAL INC | MBLY | 16,124 | $669,952 | 0.08% |
| 66 | MILESTONE PHARMACEUTICALS IN | MIST | 207,276 | $642,556 | 0.08% |
| 67 | MONOLITHIC PWR SYS INC | 609839105 | 1,289 | $595,518 | 0.07% |
| 68 | ARVINAS INC | ARVN | 27,804 | $546,071 | 0.06% |
| 69 | SYNDAX PHARMACEUTICALS INC | SNDX | 37,300 | $541,596 | 0.06% |
| 70 | QUALCOMM INC | QCOM | 4,500 | $499,770 | 0.06% |
| 71 | AEHR TEST SYS | AEHR | 10,468 | $478,388 | 0.06% |
| 72 | HEALTH CATALYST INC | HCAT | 45,338 | $458,821 | 0.05% |
| 73 | APPLE INC | AAPL | 2,506 | $429,052 | 0.05% |
| 74 | OPENDOOR TECHNOLOGIES INC | OPENZ | 161,311 | $425,861 | 0.05% |
| 75 | SOFI TECHNOLOGIES INC | SOFI | 53,236 | $425,356 | 0.05% |
| 76 | HIVE DIGITAL TECHNOLOGIES LT | HIVE | 111,900 | $344,652 | 0.04% |
| 77 | SUNRUN INC | RUN | 22,221 | $279,096 | 0.03% |
| 78 | HUT 8 MNG CORP | HUT | 132,773 | $258,907 | 0.03% |
| 79 | LILIUM N V | LILMF | 2,115,384 | $253,846 | 0.03% |
| 80 | VERONA PHARMA PLC | 925050106 | 15,500 | $252,650 | 0.03% |
| 81 | BLUEBIRD BIO INC | 09609G100 | 81,154 | $245,085 | 0.03% |
| 82 | KEROS THERAPEUTICS INC | KROS | 6,962 | $221,949 | 0.03% |
| 83 | AKERO THERAPEUTICS INC | 00973Y108 | 4,276 | $216,280 | 0.03% |
| 84 | KARUNA THERAPEUTICS INC | 48576A100 | 1,241 | $209,841 | 0.02% |
| 85 | IMMUNOCORE HLDGS PLC | IMCR | 4,003 | $207,756 | 0.02% |
| 86 | BLUEPRINT MEDICINES CORP | 09627Y109 | 4,074 | $204,596 | 0.02% |
| 87 | SCHOLAR ROCK HLDG CORP | SRRK | 28,367 | $201,406 | 0.02% |
| 88 | LUMINAR TECHNOLOGIES INC | LAZRQ | 15,771 | $179,880 | 0.02% |
| 89 | CYMABAY THERAPEUTICS INC | 23257D103 | 11,328 | $168,900 | 0.02% |
| 90 | BRIDGEBIO PHARMA INC | BBIO | 6,357 | $167,634 | 0.02% |
| 91 | EDGEWISE THERAPEUTICS INC | EWTX | 23,715 | $135,887 | 0.02% |
| 92 | ATAI LIFE SCIENCES NV | N0731H103 | 103,232 | $133,169 | 0.02% |
| 93 | CLEARWAY ENERGY INC | CWEN-A | 6,477 | $129,022 | 0.02% |
| 94 | APTIV PLC | APTV | 1,287 | $126,885 | 0.01% |
| 95 | INOZYME PHARMA INC | 45790W108 | 29,129 | $122,342 | 0.01% |
| 96 | REPARE THERAPEUTICS INC | 760273102 | 9,766 | $117,973 | 0.01% |
| 97 | HOOKIPA PHARMA INC | HOOK | 187,472 | $115,483 | 0.01% |
| 98 | SCHRODINGER INC | SDGR | 3,886 | $109,857 | 0.01% |
| 99 | XENCOR INC | XNCR | 5,418 | $109,173 | 0.01% |
| 100 | REPLIMUNE GROUP INC | REPL | 5,912 | $101,154 | 0.01% |
| 101 | BICYCLE THERAPEUTICS PLC | BCYC | 4,850 | $97,437 | 0.01% |
| 102 | BLINK CHARGING CO | BLNK | 29,384 | $89,915 | 0.01% |
| 103 | 89BIO INC | 282559103 | 5,712 | $88,193 | 0.01% |
| 104 | SOLAREDGE TECHNOLOGIES INC | SEDG | 672 | $87,031 | 0.01% |
| 105 | EOS ENERGY ENTERPRISES INC | EOSE | 37,817 | $81,307 | 0.01% |
| 106 | SUNNOVA ENERGY INTL INC. | 86745K104 | 7,447 | $77,970 | 0.01% |
| 107 | LEAP THERAPEUTICS INC | CYPH | 54,000 | $74,520 | 0.01% |
| 108 | ENOVIX CORPORATION | ENVX | 5,901 | $74,058 | 0.01% |
| 109 | LI AUTO INC | LAAOF | 2,034 | $72,512 | 0.01% |
| 110 | COHERUS BIOSCIENCES INC | CHRS | 19,000 | $71,060 | 0.01% |
| 111 | ON SEMICONDUCTOR CORP | ON | 758 | $70,456 | 0.01% |
| 112 | SOLID POWER INC | SLDPW | 34,431 | $69,551 | 0.01% |
| 113 | VENTYX BIOSCIENCES INC | 92332V107 | 1,969 | $68,383 | 0.01% |
| 114 | IMMATICS N.V | IMTX | 5,143 | $59,556 | 0.01% |
| 115 | EXSCIENTIA PLC | 30223G102 | 11,531 | $52,120 | 0.01% |
| 116 | DAQO NEW ENERGY CORP | DQ | 1,015 | $30,724 | 0.00% |
| 117 | ENPHASE ENERGY INC | ENPH | 242 | $29,076 | 0.00% |
| 118 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 1,215 | $22,174 | 0.00% |
| 119 | MORPHOSYS AG | 617760202 | 3,000 | $20,160 | 0.00% |
| 120 | FIRST SOLAR INC | FSLR | 85 | $13,735 | 0.00% |
| 121 | ARRAY TECHNOLOGIES INC | ARRY | 575 | $12,759 | 0.00% |
| 122 | CHINOOK THERAPEUTICS INCORPORATED | 16961L106 | 7,500 | $0 | 0.00% |