BIT Capital GmbH
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT)(Call) | 0 | 367,200 | +367,200 | 0 | 190,191,240 | — | +190,191,240 |
| REDDIT INC(RDDT) | 0 | 770,005 | +770,005 | 0 | 177,093,450 | 8.08% | +177,093,450 |
| META PLATFORMS INC(META)(Call) | 0 | 181,300 | +181,300 | 0 | 133,143,094 | — | +133,143,094 |
| AMAZON COM INC(AMZN)(Call) | 0 | 519,200 | +519,200 | 0 | 114,000,744 | — | +114,000,744 |
| BITMINE IMMERSION TECHNOLOGIE(BMNP) | 0 | 1,794,208 | +1,794,208 | 0 | 93,173,221 | 4.25% | +93,173,221 |
| ALIBABA GROUP HLDG LTD(BABA) | 4,750 | 473,427 | +468,677 | 538,698 | 84,615,608 | 3.86% | +84,076,910 |
| ALPHABET INC(GOOG)(Call) | 0 | 261,700 | +261,700 | 0 | 63,619,270 | — | +63,619,270 |
| HIMS & HERS HEALTH INC(HIMS) | 1,251,656 | 2,210,384 | +958,728 | 62,395,052 | 125,372,980 | 5.72% | +62,977,928 |
| ALPHABET INC(GOOG)(Call) | 0 | 253,700 | +253,700 | 0 | 61,788,635 | — | +61,788,635 |
| HINGE HEALTH INC(HNGE) | 756,204 | 1,849,524 | +1,093,320 | 39,133,557 | 90,774,638 | 4.14% | +51,641,081 |
| RUBRIK INC.(RBRK) | 20,821 | 583,961 | +563,140 | 1,865,353 | 48,030,792 | 2.19% | +46,165,439 |
| DATADOG INC(DDOG) | 0 | 292,637 | +292,637 | 0 | 41,671,509 | 1.90% | +41,671,509 |
| SNOWFLAKE INC(SNOW) | 0 | 170,307 | +170,307 | 0 | 38,412,744 | 1.75% | +38,412,744 |
| MICROSOFT CORP(MSFT) | 2,493 | 75,247 | +72,754 | 1,240,043 | 38,974,184 | 1.78% | +37,734,141 |
| TAIWAN SEMICONDUCTOR MANUFACTU(TSM) | 303,484 | 378,179 | +74,695 | 68,736,091 | 105,621,613 | 4.82% | +36,885,522 |
| IREN LIMITED | 16,233,882 | 5,794,227 | -10,439,655 | 236,527,661 | 271,923,073 | 12.40% | +35,395,412 |
| LEMONADE INC(LMND) | 740,921 | 1,254,345 | +513,424 | 32,459,749 | 67,145,088 | 3.06% | +34,685,339 |
| PALO ALTO NETWORKS INC(PANW) | 6,478 | 176,767 | +170,289 | 1,325,658 | 35,993,297 | 1.64% | +34,667,639 |
| DUOLINGO INC(DUOL) | 25,156 | 134,367 | +109,211 | 10,314,463 | 43,244,675 | 1.97% | +32,930,212 |
| SHOPIFY INC(SHOP) | 0 | 188,752 | +188,752 | 0 | 28,050,435 | 1.28% | +28,050,435 |
| STRATEGY INC(MSTR)(Call) | 75,000 | 175,000 | +100,000 | 30,317,250 | 56,386,750 | — | +26,069,500 |
| HUT 8 CORP(HUT) | 2,881,442 | 2,177,511 | -703,931 | 53,594,821 | 75,799,158 | 3.46% | +22,204,337 |
| GRAB HOLDINGS LIMITED | 683,424 | 3,385,500 | +2,702,076 | 3,437,623 | 20,380,710 | 0.93% | +16,943,087 |
| SHARPLINK GAMING INC(SBET) | 597,311 | 1,215,819 | +618,508 | 5,931,298 | 20,681,081 | 0.94% | +14,749,783 |
| CIRCLE INTERNET GROUP INC(CRCL)(Put) | 0 | 109,000 | +109,000 | 0 | 14,451,220 | — | +14,451,220 |
| APPLIED DIGITAL CORP(Put) | 0 | 600,000 | +600,000 | 0 | 13,764,000 | — | +13,764,000 |
| OMADA HEALTH INC(OMDA) | 0 | 616,873 | +616,873 | 0 | 13,639,062 | 0.62% | +13,639,062 |
| BITMINE IMMERSION TECHNOLOGIE(BMNP)(Call) | 0 | 262,500 | +262,500 | 0 | 13,631,625 | — | +13,631,625 |
| THE REALREAL INC(REAL) | 0 | 1,026,484 | +1,026,484 | 0 | 10,911,525 | 0.50% | +10,911,525 |
| COINBASE GLOBAL INC(COIN)(Call) | 16,100 | 40,000 | +23,900 | 5,642,889 | 13,499,600 | — | +7,856,711 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 0 | 212,211 | +212,211 | 0 | 7,718,114 | 0.35% | +7,718,114 |
| COINBASE GLOBAL INC(COIN) | 87,345 | 112,141 | +24,796 | 30,613,549 | 37,846,466 | 1.73% | +7,232,917 |
| ADVANCED MICRO DEVICES INC(AMD)(Call) | 0 | 40,000 | +40,000 | 0 | 6,471,600 | — | +6,471,600 |
| BITFARMS LTD | 4,349,049 | 3,435,844 | -913,205 | 3,654,071 | 9,689,080 | 0.44% | +6,035,009 |
| IREN LIMITED(Call) | 100,000 | 155,000 | +55,000 | 1,457,000 | 7,274,150 | — | +5,817,150 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 0 | 316,829 | +316,829 | 0 | 5,414,608 | 0.25% | +5,414,608 |
| MICRON TECHNOLOGY INC(MU)(Call) | 200 | 29,300 | +29,100 | 24,650 | 4,902,476 | — | +4,877,826 |
| RIOT PLATFORMS INC(RIOT)(Call) | 0 | 250,000 | +250,000 | 0 | 4,757,500 | — | +4,757,500 |
| TERAWULF INC(WULF) | 950,154 | 737,163 | -212,991 | 4,161,675 | 8,418,401 | 0.38% | +4,256,726 |
| CLEANSPARK INC(CLSK)(Call) | 0 | 280,000 | +280,000 | 0 | 4,060,000 | — | +4,060,000 |
| BITDEER TECHNOLOGIES GROUP(BTDR)(Call) | 0 | 230,000 | +230,000 | 0 | 3,930,700 | — | +3,930,700 |
| META PLATFORMS INC(META) | 57,621 | 63,085 | +5,464 | 42,529,484 | 46,328,362 | 2.11% | +3,798,878 |
| CEA INDUSTRIES INC | 0 | 467,067 | +467,067 | 0 | 3,643,123 | 0.17% | +3,643,123 |
| GALAXY DIGITAL INC.(GLXY) | 336,756 | 321,579 | -15,177 | 7,374,956 | 10,872,586 | 0.50% | +3,497,630 |
| ROBINHOOD MKTS INC(HOOD) | 1,047,775 | 707,491 | -340,284 | 98,103,173 | 101,298,561 | 4.62% | +3,195,388 |
| CLEANSPARK INC(CLSK) | 622,530 | 689,225 | +66,695 | 6,866,506 | 9,993,763 | 0.46% | +3,127,257 |
| KASPI KZ JSC(KSPI) | 814,163 | 880,036 | +65,873 | 69,114,297 | 71,881,340 | 3.28% | +2,767,043 |
| REDDIT INC(RDDT)(Call) | 0 | 12,000 | +12,000 | 0 | 2,759,880 | — | +2,759,880 |
| XOMETRY INC(XMTR) | 101,958 | 113,653 | +11,695 | 3,445,161 | 6,190,679 | 0.28% | +2,745,518 |
| NEXTDOOR HOLDINGS INC(NXDR) | 0 | 1,192,494 | +1,192,494 | 0 | 2,492,312 | 0.11% | +2,492,312 |
| WIX.COM LTD | 0 | 11,526 | +11,526 | 0 | 2,047,363 | 0.09% | +2,047,363 |
| STRATEGY INC(MSTR) | 9,529 | 18,125 | +8,596 | 3,851,908 | 5,840,056 | 0.27% | +1,988,148 |
| TESLA INC(TSLA) | 0 | 3,824 | +3,824 | 0 | 1,700,609 | 0.08% | +1,700,609 |
| ALPHABET INC(GOOG) | 6,500 | 10,900 | +4,400 | 1,153,035 | 2,654,695 | 0.12% | +1,501,660 |
| BULLISH(BLSH) | 0 | 22,980 | +22,980 | 0 | 1,461,758 | 0.07% | +1,461,758 |
| GEMINI SPACE STA INC | 0 | 60,133 | +60,133 | 0 | 1,440,787 | 0.07% | +1,440,787 |
| CROWDSTRIKE HLDGS INC(CRWD) | 1,650 | 4,326 | +2,676 | 840,362 | 2,121,384 | 0.10% | +1,281,022 |
| BANCO BRADESCO S A(Put) | 4,301,200 | 4,301,200 | 0 | 13,290,708 | 14,538,056 | — | +1,247,348 |
| KINDLY MD INC | 0 | 1,029,889 | +1,029,889 | 0 | 1,101,981 | 0.05% | +1,101,981 |
| CREDICORP LTD(BAP) | 9,776 | 11,539 | +1,763 | 2,185,132 | 3,072,605 | 0.14% | +887,473 |
| AXON ENTERPRISE INC(AXON) | 2,013 | 3,535 | +1,522 | 1,666,643 | 2,536,857 | 0.12% | +870,214 |
| HUT 8 CORP(HUT)(Call) | 40,000 | 45,000 | +5,000 | 744,000 | 1,566,450 | — | +822,450 |
| JPMORGAN CHASE & CO.(JPM) | 4,346 | 6,429 | +2,083 | 1,259,949 | 2,027,899 | 0.09% | +767,950 |
| SUI GROUP HOLDINGS LIMITED | 0 | 160,320 | +160,320 | 0 | 618,835 | 0.03% | +618,835 |
| SEA LTD(SE) | 5,598 | 7,152 | +1,554 | 895,344 | 1,278,277 | 0.06% | +382,933 |
| SONNET BIOTHERAPEUTICS HLDNG I | 0 | 48,358 | +48,358 | 0 | 221,480 | 0.01% | +221,480 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 3,533 | 6,005 | +2,472 | 49,391 | 129,588 | 0.01% | +80,197 |
| IMMUNOME INC(IMNM) | 0 | 5,927 | +5,927 | 0 | 69,405 | 0.00% | +69,405 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 9,428 | +9,428 | 0 | 54,022 | 0.00% | +54,022 |
| CYTOMX THERAPEUTICS INC | 0 | 16,285 | +16,285 | 0 | 51,949 | 0.00% | +51,949 |
| KLARNA GROUP PLC(KLAR) | 0 | 1,000 | +1,000 | 0 | 36,650 | 0.00% | +36,650 |
| TREVI THERAPEUTICS INC(TRVI) | 5,106 | 6,739 | +1,633 | 27,930 | 61,662 | 0.00% | +33,732 |
| CYTOKINETICS INC(CYTK) | 1,254 | 1,254 | 0 | 41,432 | 68,920 | 0.00% | +27,488 |
| MIND MEDICINE MINDMED INC | 0 | 2,245 | +2,245 | 0 | 26,469 | 0.00% | +26,469 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 1,929 | +1,929 | 0 | 24,518 | 0.00% | +24,518 |
| FULCRUM THERAPEUTICS INC | 4,832 | 6,090 | +1,258 | 33,244 | 56,028 | 0.00% | +22,784 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 28,668 | 28,668 | 0 | 290,120 | 312,768 | 0.01% | +22,648 |
| BEAM THERAPEUTICS INC(BEAM) | 3,603 | 3,390 | -213 | 61,287 | 82,275 | 0.00% | +20,988 |
| ATAI LIFE SCIENCES NV | 23,218 | 12,501 | -10,717 | 50,847 | 66,130 | 0.00% | +15,283 |
| ENLIVEN THERAPEUTICS INC | 3,181 | 3,181 | 0 | 63,811 | 65,115 | 0.00% | +1,304 |
| REVOLUTION MEDICINES INC(RVMD) | 1,955 | 1,522 | -433 | 71,924 | 71,077 | 0.00% | -847 |
| IMMUNOCORE HLDGS PLC(IMCR) | 2,176 | 1,771 | -405 | 68,283 | 64,340 | 0.00% | -3,943 |
| IDEAYA BIOSCIENCES INC(IDYA) | 4,220 | 3,019 | -1,201 | 88,704 | 82,147 | 0.00% | -6,557 |
| AKERO THERAPEUTICS INC | 1,261 | 1,261 | 0 | 67,287 | 59,872 | 0.00% | -7,415 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 2,230 | 1,571 | -659 | 74,170 | 63,060 | 0.00% | -11,110 |
| ARGENX SE(ARGX) | 158 | 50 | -108 | 87,093 | 36,878 | 0.00% | -50,215 |
| DAY ONE BIOPHARMACEUTICALS I | 8,413 | 0 | -8,413 | 54,685 | 0 | — | -54,685 |
| ANAPTYSBIO INC | 2,706 | 0 | -2,706 | 60,073 | 0 | — | -60,073 |
| INTUITIVE SURGICAL INC | 750 | 750 | 0 | 407,558 | 335,423 | 0.02% | -72,135 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 2,055 | 0 | -2,055 | 74,720 | 0 | — | -74,720 |
| D MARKET ELECTR SVCS & TRADI(HEPS) | 1,569,011 | 1,538,011 | -31,000 | 4,236,330 | 4,137,250 | 0.19% | -99,080 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 4,278 | 1,075 | -3,203 | 151,527 | 40,033 | 0.00% | -111,494 |
| SERVICENOW INC(NOW) | 1,884 | 1,932 | +48 | 1,936,903 | 1,777,981 | 0.08% | -158,922 |
| BLUEPRINT MEDICINES CORP | 1,423 | 0 | -1,423 | 182,400 | 0 | — | -182,400 |
| AIRBNB INC | 4,247 | 3,106 | -1,141 | 562,048 | 377,131 | 0.02% | -184,917 |
| UBER TECHNOLOGIES INC(UBER) | 7,264 | 4,928 | -2,336 | 677,731 | 482,796 | 0.02% | -194,935 |
| NETFLIX INC(NFLX) | 778 | 639 | -139 | 1,041,843 | 766,110 | 0.03% | -275,733 |
| EVGO INC | 98,660 | 0 | -98,660 | 360,109 | 0 | — | -360,109 |
| UNITEDHEALTH GROUP INC(UNH) | 1,177 | 0 | -1,177 | 367,189 | 0 | — | -367,189 |
| BRAZE INC(BRZE) | 13,595 | 0 | -13,595 | 382,020 | 0 | — | -382,020 |