Fund Holdings — BIT Capital GmbH

Total Portfolio Value
$2.19B
Total Bought
$899.83M
Total Sold
$391.37M
Net Transaction
+$508.46M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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REDDIT INC(RDDT)0770,005+770,0050177,0938.08%+177,093
BITMINE IMMERSION TECHNOLOGIE(BMNP)01,794,208+1,794,208093,1734.25%+93,173
ALIBABA GROUP HLDG LTD(BABA)4,750473,427+468,67753984,6163.86%+84,077
HIMS & HERS HEALTH INC(HIMS)1,251,6562,210,384+958,72862,395125,3735.72%+62,978
HINGE HEALTH INC(HNGE)756,2041,849,524+1,093,32039,13490,7754.14%+51,641
RUBRIK INC.(RBRK)20,821583,961+563,1401,86548,0312.19%+46,165
DATADOG INC(DDOG)0292,637+292,637041,6721.90%+41,672
SNOWFLAKE INC(SNOW)0170,307+170,307038,4131.75%+38,413
MICROSOFT CORP(MSFT)2,49375,247+72,7541,24038,9741.78%+37,734
TAIWAN SEMICONDUCTOR MANUFACTU(TSM)303,484378,179+74,69568,736105,6224.82%+36,886
IREN LIMITED
ORDINARY SHARES
16,233,8825,794,227-10,439,655236,528271,92312.40%+35,395
LEMONADE INC(LMND)740,9211,254,345+513,42432,46067,1453.06%+34,685
PALO ALTO NETWORKS INC(PANW)6,478176,767+170,2891,32635,9931.64%+34,668
DUOLINGO INC(DUOL)25,156134,367+109,21110,31443,2451.97%+32,930
HUT 8 CORP(HUT)2,881,4422,177,511-703,93153,59575,7993.46%+22,204
GRAB HOLDINGS LIMITED
CLASS A ORD
683,4243,385,500+2,702,0763,43820,3810.93%+16,943
SHOPIFY INC(SHOP)107,029188,752+81,72312,34628,0501.28%+15,705
SHARPLINK GAMING INC(SBET)597,3111,215,819+618,5085,93120,6810.94%+14,750
OMADA HEALTH INC(OMDA)0616,873+616,873013,6390.62%+13,639
THE REALREAL INC(REAL)01,026,484+1,026,484010,9120.50%+10,912
FIGURE TECHNOLOGY SOLUTIO(FGRS)0212,211+212,21107,7180.35%+7,718
COINBASE GLOBAL INC(COIN)87,345112,141+24,79630,61437,8461.73%+7,233
BITFARMS LTD
COM
4,349,0493,435,844-913,2053,6549,6890.44%+6,035
BITDEER TECHNOLOGIES GROUP(BTDR)0316,829+316,82905,4150.25%+5,415
TERAWULF INC(WULF)950,154737,163-212,9914,1628,4180.38%+4,257
META PLATFORMS INC(META)57,62163,085+5,46442,52946,3282.11%+3,799
CEA INDUSTRIES INC(BNC)0467,067+467,06703,6430.17%+3,643
GALAXY DIGITAL INC.(GLXY)336,756321,579-15,1777,37510,8730.50%+3,498
ROBINHOOD MKTS INC(HOOD)1,047,775707,491-340,28498,103101,2994.62%+3,195
CLEANSPARK INC(CLSK)622,530689,225+66,6956,8679,9940.46%+3,127
KASPI KZ JSC(KSPI)814,163880,036+65,87369,11471,8813.28%+2,767
XOMETRY INC(XMTR)101,958113,653+11,6953,4456,1910.28%+2,746
NEXTDOOR HOLDINGS INC(NXDR)01,192,494+1,192,49402,4920.11%+2,492
WIX.COM LTD
SHS
011,526+11,52602,0470.09%+2,047
STRATEGY INC(MSTR)9,52918,125+8,5963,8525,8400.27%+1,988
TESLA INC(TSLA)03,824+3,82401,7010.08%+1,701
ALPHABET INC(GOOG)6,50010,900+4,4001,1532,6550.12%+1,502
BULLISH(BLSH)022,980+22,98001,4620.07%+1,462
GEMINI SPACE STA INC(GEMI)060,133+60,13301,4410.07%+1,441
CROWDSTRIKE HLDGS INC(CRWD)1,6504,326+2,6768402,1210.10%+1,281
KINDLY MD INC
COM
01,029,889+1,029,88901,1020.05%+1,102
CREDICORP LTD(BAP)9,77611,539+1,7632,1853,0730.14%+887
AXON ENTERPRISE INC(AXON)2,0133,535+1,5221,6672,5370.12%+870
JPMORGAN CHASE & CO.(JPM)4,3466,429+2,0831,2602,0280.09%+768
SUI GROUP HOLDINGS LIMITED(SUIG)0160,320+160,32006190.03%+619
SEA LTD(SE)5,5987,152+1,5548951,2780.06%+383
SONNET BIOTHERAPEUTICS HLDNG I048,358+48,35802210.01%+221
VIRIDIAN THERAPEUTICS INC(VRDN)3,5336,005+2,472491300.01%+80
IMMUNOME INC(IMNM)05,927+5,9270690.00%+69
COMPASS PATHWAYS PLC(CMPS)09,428+9,4280540.00%+54
CYTOMX THERAPEUTICS INC(CTMX)016,285+16,2850520.00%+52
KLARNA GROUP PLC(KLAR)01,000+1,0000370.00%+37
TREVI THERAPEUTICS INC(TRVI)5,1066,739+1,63328620.00%+34
CYTOKINETICS INC(CYTK)1,2541,254041690.00%+27
MIND MEDICINE MINDMED INC02,245+2,2450260.00%+26
AVALO THERAPEUTICS INC(AVTX)01,929+1,9290250.00%+25
FULCRUM THERAPEUTICS INC(FULC)4,8326,090+1,25833560.00%+23
ZOOMINFO TECHNOLOGIES INC(GTM)28,66828,66802903130.01%+23
BEAM THERAPEUTICS INC(BEAM)3,6033,390-21361820.00%+21
ATAI LIFE SCIENCES NV23,21812,501-10,71751660.00%+15
ENLIVEN THERAPEUTICS INC3,1813,181064650.00%+1
REVOLUTION MEDICINES INC(RVMD)1,9551,522-43372710.00%-1
IMMUNOCORE HLDGS PLC(IMCR)2,1761,771-40568640.00%-4
IDEAYA BIOSCIENCES INC(IDYA)4,2203,019-1,20189820.00%-7
AKERO THERAPEUTICS INC1,2611,261067600.00%-7
AGIOS PHARMACEUTICALS INC(AGIO)2,2301,571-65974630.00%-11
ARGENX SE(ARGX)15850-10887370.00%-50
DAY ONE BIOPHARMACEUTICALS I
COM
8,4130-8,413550—-55
ANAPTYSBIO INC2,7060-2,706600—-60
INTUITIVE SURGICAL INC75075004083350.02%-72
ULTRAGENYX PHARMACEUTICAL IN(RARE)2,0550-2,055750—-75
D MARKET ELECTR SVCS & TRADI(HEPS)1,569,0111,538,011-31,0004,2364,1370.19%-99
SCHOLAR ROCK HLDG CORP(SRRK)4,2781,075-3,203152400.00%-111
SERVICENOW INC(NOW)1,8841,932+481,9371,7780.08%-159
BLUEPRINT MEDICINES CORP1,4230-1,4231820—-182
AIRBNB INC4,2473,106-1,1415623770.02%-185
UBER TECHNOLOGIES INC(UBER)7,2644,928-2,3366784830.02%-195
NETFLIX INC(NFLX)778639-1391,0427660.03%-276
EVGO INC(EVGO)98,6600-98,6603600—-360
UNITEDHEALTH GROUP INC(UNH)1,1770-1,1773670—-367
BRAZE INC(BRZE)13,5950-13,5953820—-382
APPLIED MATLS INC2,2820-2,2824180—-418
NU HLDGS LTD(NU)33,7400-33,7404630—-463
ZOOM COMMUNICATIONS INC(ZM)6,2190-6,2194850—-485
BRIDGEBIO PHARMA INC(BBIO)17,5601,056-16,504758550.00%-703
RIOT PLATFORMS INC(RIOT)937,438503,949-433,48910,5939,5900.44%-1,003
ADVANCED MICRO DEVICES INC(AMD)309,458259,454-50,00443,91241,9771.91%-1,935
OSCAR HEALTH INC(OSCR)961,119959,115-2,00420,60618,1560.83%-2,450
CORE SCIENTIFIC INC NEW(CORZ)475,217250,353-224,8648,1124,4910.20%-3,621
COLUMBUS CIRCLE CAP CORP. I394,5850-394,5854,1900—-4,190
CARVANA CO(CVNA)190,924147,360-43,56464,33455,5902.54%-8,744
GRINDR INC(GRND)903,533734,695-168,83820,51011,0350.50%-9,475
BIONTECH SE(BNTX)96,0890-96,08910,2310—-10,231
CIPHER MINING INC(CIFR)8,579,0272,439,683-6,139,34441,00830,7161.40%-10,292
BROADCOM INC(AVGO)54,58612,865-41,72115,0474,2440.19%-10,802
AFFIRM HLDGS INC(AFRM)426,341237,335-189,00629,47717,3440.79%-12,133
THE TRADE DESK INC(TTD)452,844413,040-39,80432,60020,2430.92%-12,357
SEMLER SCIENTIFIC INC329,4080-329,40812,7610—-12,761
PDD HOLDINGS INC(PDD)450,583183,423-267,16047,15824,2431.11%-22,915
NVIDIA CORPORATION(NVDA)671,795422,305-249,490106,13778,7943.59%-27,343
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