13F HOLDINGS REPORT
BIT Capital GmbH
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0002053305-25-000023
Total Value
$1.73B
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IREN LIMITED | IREN | 16,233,882 | $236.5M | 13.64% |
| 2 | NVIDIA CORP | NVDA | 671,795 | $106.1M | 6.12% |
| 3 | MICRON TECHNOLOGY INC | MU | 825,108 | $101.7M | 5.86% |
| 4 | ROBINHOOD MKTS INC | 770700102 | 1,047,775 | $98.1M | 5.66% |
| 5 | AMAZON COM INC | AMZN | 357,272 | $78.4M | 4.52% |
| 6 | SOFI TECHNOLOGIES INC | SOFI | 3,890,900 | $70.9M | 4.09% |
| 7 | KASPI KZ JSC | 48581R205 | 814,163 | $69.1M | 3.99% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 303,484 | $68.7M | 3.96% |
| 9 | SOFI TECHNOLOGIES INC | SOFI | 3,672,321 | $66.9M | 3.86% |
| 10 | CARVANA CO | CVNA | 190,924 | $64.3M | 3.71% |
| 11 | HIMS & HERS HEALTH INC | HIMS | 1,251,656 | $62.4M | 3.60% |
| 12 | HUT 8 CORP | HUT | 2,881,442 | $53.6M | 3.09% |
| 13 | PDD HOLDINGS INC | PDD | 450,583 | $47.2M | 2.72% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 309,458 | $43.9M | 2.53% |
| 15 | META PLATFORMS INC | META | 57,621 | $42.5M | 2.45% |
| 16 | CIPHER MINING INC | 17253J106 | 8,579,027 | $41.0M | 2.36% |
| 17 | HINGE HEALTH INC | HNGE | 756,204 | $39.1M | 2.26% |
| 18 | TESLA INC | TSLA | 123,100 | $39.1M | 2.26% |
| 19 | THE TRADE DESK INC | 88339J105 | 452,844 | $32.6M | 1.88% |
| 20 | LEMONADE INC | LMND | 740,921 | $32.5M | 1.87% |
| 21 | COINBASE GLOBAL INC | COIN | 87,345 | $30.6M | 1.77% |
| 22 | MICROSTRATEGY INC | STRK | 75,000 | $30.3M | 1.75% |
| 23 | AFFIRM HLDGS INC | AFRM | 426,341 | $29.5M | 1.70% |
| 24 | OSCAR HEALTH INC | OSCR | 961,119 | $20.6M | 1.19% |
| 25 | COREWEAVE INC | CRWV | 126,000 | $20.5M | 1.18% |
| 26 | GRINDR INC | GRND | 903,533 | $20.5M | 1.18% |
| 27 | BROADCOM INC | AVGO | 54,586 | $15.0M | 0.87% |
| 28 | BANCO BRADESCO S A | 059460303 | 4,301,200 | $13.3M | 0.77% |
| 29 | SEMLER SCIENTIFIC INC | 81684M104 | 329,408 | $12.8M | 0.74% |
| 30 | SHOPIFY INC | SHOP | 107,029 | $12.3M | 0.71% |
| 31 | MARA HOLDINGS INC | MARA | 750,000 | $11.8M | 0.68% |
| 32 | RIOT PLATFORMS INC | RIOT | 937,438 | $10.6M | 0.61% |
| 33 | DUOLINGO INC | DUOL | 25,156 | $10.3M | 0.59% |
| 34 | BIONTECH SE | BNTX | 96,089 | $10.2M | 0.59% |
| 35 | CORE SCIENTIFIC INC NEW | 21874A106 | 475,217 | $8.1M | 0.47% |
| 36 | GALAXY DIGITAL INC. | GLXY | 336,756 | $7.4M | 0.43% |
| 37 | CLEANSPARK INC | CLSKW | 622,530 | $6.9M | 0.40% |
| 38 | SHARPLINK GAMING INC | SBET | 597,311 | $5.9M | 0.34% |
| 39 | COINBASE GLOBAL INC | COIN | 16,100 | $5.6M | 0.33% |
| 40 | UPWORK INC | UPWK | 325,000 | $4.4M | 0.25% |
| 41 | D MARKET ELECTR SVCS & TRADI | 23292B104 | 1,569,011 | $4.2M | 0.24% |
| 42 | COLUMBUS CIRCLE CAP CORP. I | G2296A109 | 394,585 | $4.2M | 0.24% |
| 43 | TERAWULF INC | WULF | 950,154 | $4.2M | 0.24% |
| 44 | MICROSTRATEGY INC | STRK | 9,529 | $3.9M | 0.22% |
| 45 | BITFARMS LTD | BITF | 4,349,049 | $3.7M | 0.21% |
| 46 | XOMETRY INC | XMTR | 101,958 | $3.4M | 0.20% |
| 47 | GRAB HOLDINGS LIMITED | GRABW | 683,424 | $3.4M | 0.20% |
| 48 | CREDICORP LTD | BAP | 9,776 | $2.2M | 0.13% |
| 49 | SERVICENOW INC | NOW | 1,884 | $1.9M | 0.11% |
| 50 | RUBRIK INC. | RBRK | 20,821 | $1.9M | 0.11% |
| 51 | AXON ENTERPRISE INC | AXON | 2,013 | $1.7M | 0.10% |
| 52 | IREN LIMITED | IREN | 100,000 | $1.5M | 0.08% |
| 53 | PALO ALTO NETWORKS INC | PANW | 6,478 | $1.3M | 0.08% |
| 54 | JPMORGAN CHASE & CO | VYLD | 4,346 | $1.3M | 0.07% |
| 55 | MICROSOFT CORP | MSFT | 2,493 | $1.2M | 0.07% |
| 56 | ALPHABET INC | GOOG | 6,500 | $1.2M | 0.07% |
| 57 | NETFLIX INC | NFLX | 778 | $1.0M | 0.06% |
| 58 | HIMS & HERS HEALTH INC | HIMS | 20,000 | $997,000 | 0.06% |
| 59 | SEA LTD | SE | 5,598 | $895,344 | 0.05% |
| 60 | CROWDSTRIKE HOLDINGS INC | CRWD | 1,650 | $840,362 | 0.05% |
| 61 | BRIDGEBIO PHARMA INC | BBIO | 17,560 | $758,241 | 0.04% |
| 62 | HUT 8 CORP | HUT | 40,000 | $744,000 | 0.04% |
| 63 | UBER TECHNOLOGIES INC | UBER | 7,264 | $677,731 | 0.04% |
| 64 | AIRBNB INC | ABNB | 4,247 | $562,048 | 0.03% |
| 65 | ALIBABA GROUP HLDG LTD | BBAAY | 4,750 | $538,698 | 0.03% |
| 66 | ZOOM COMMUNICATIONS INC | ZM | 6,219 | $484,958 | 0.03% |
| 67 | NU HLDGS LTD | NU | 33,740 | $462,913 | 0.03% |
| 68 | APPLIED MATLS INC | 038222105 | 2,282 | $417,766 | 0.02% |
| 69 | INTUITIVE SURGICAL INC | ISRG | 750 | $407,558 | 0.02% |
| 70 | BRAZE INC | BRZE | 13,595 | $382,020 | 0.02% |
| 71 | UNITEDHEALTH GROUP INC | UNH | 1,177 | $367,189 | 0.02% |
| 72 | EVGO INC | EVGOW | 98,660 | $360,109 | 0.02% |
| 73 | ZOOMINFO TECHNOLOGIES INC | GTM | 28,668 | $290,120 | 0.02% |
| 74 | BLUEPRINT MEDICINES CORP | 09627Y109 | 1,423 | $182,400 | 0.01% |
| 75 | SCHOLAR ROCK HLDG CORP | SRRK | 4,278 | $151,527 | 0.01% |
| 76 | IDEAYA BIOSCIENCES INC | IDYA | 4,220 | $88,704 | 0.01% |
| 77 | ARGENX SE | ARGX | 158 | $87,093 | 0.01% |
| 78 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,055 | $74,720 | 0.00% |
| 79 | AGIOS PHARMACEUTICALS INC | AGIO | 2,230 | $74,170 | 0.00% |
| 80 | REVOLUTION MEDICINES INC | RVMDW | 1,955 | $71,924 | 0.00% |
| 81 | IMMUNOCORE HLDGS PLC | IMCR | 2,176 | $68,283 | 0.00% |
| 82 | AKERO THERAPEUTICS INC | 00973Y108 | 1,261 | $67,287 | 0.00% |
| 83 | ENLIVEN THERAPEUTICS INC | ELVN | 3,181 | $63,811 | 0.00% |
| 84 | BEAM THERAPEUTICS INC | BEAM | 3,603 | $61,287 | 0.00% |
| 85 | ANAPTYSBIO INC | ANABV | 2,706 | $60,073 | 0.00% |
| 86 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 8,413 | $54,685 | 0.00% |
| 87 | ATAI LIFE SCIENCES NV | N0731H103 | 23,218 | $50,847 | 0.00% |
| 88 | VIRIDIAN THERAPEUTICS INC | VRDN | 3,533 | $49,391 | 0.00% |
| 89 | CYTOKINETICS INC | CYTK | 1,254 | $41,432 | 0.00% |
| 90 | FULCRUM THERAPEUTICS INC | FULC | 4,832 | $33,244 | 0.00% |
| 91 | TREVI THERAPEUTICS INC | TRVI | 5,106 | $27,930 | 0.00% |
| 92 | MICRON TECHNOLOGY INC | MU | 200 | $24,650 | 0.00% |