Fund HoldingsBIT Capital GmbH

Total Portfolio Value
$1.26B
Total Bought
$574.65M
Total Sold
$454.19M
Net Transaction
+$120.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
OSCAR HEALTH INC(OSCR)76,9814,473,853+4,396,8721,63360,1294.77%+58,496
ROBINHOOD MKTS INC(HOOD)659,5951,826,022+1,166,42715,44868,0385.40%+52,590
AMAZON COM INC(AMZN)0299,090+299,090065,6175.21%+65,617
IREN LIMITED
ORDINARY SHARES
10,097,92112,926,099+2,828,17885,226126,93410.07%+41,708
HIMS & HERS HEALTH INC(HIMS)01,529,544+1,529,544036,9842.94%+36,984
REDDIT INC(RDDT)458,362394,105-64,25730,21564,4135.11%+34,197
COINBASE GLOBAL INC(COIN)0161,093+161,093039,9993.17%+39,999
GRINDR INC(GRND)03,989,058+3,989,058071,1655.65%+71,165
MARA HOLDINGS INC(MARA)(Call)01,600,000+1,600,000026,832+26,832
NERDWALLET INC(Put)01,701,500+1,701,500022,630+22,630
NVIDIA CORPORATION(NVDA)0336,431+336,431045,1793.59%+45,179
HUT 8 CORP(HUT)01,818,456+1,818,456037,2602.96%+37,260
PDD HOLDINGS INC(PDD)369,446685,365+315,91949,80566,4745.28%+16,669
TERAWULF INC(WULF)1,475,9033,975,768+2,499,8656,90722,5031.79%+15,596
META PLATFORMS INC(META)077,553+77,553045,4083.60%+45,408
IREN LIMITED(Call)
ORDINARY SHARES
620,0001,730,000+1,110,0005,23316,989+11,756
ASCENDIS PHARMA A/S(ASND)073,990+73,990010,1860.81%+10,186
BANCO BRADESCO S A(Put)04,751,200+4,751,20009,075+9,075
CIPHER MINING INC(CIFR)5,516,7546,314,687+797,93321,35029,3002.33%+7,950
MICROSOFT CORP(MSFT)019,731+19,73108,3170.66%+8,317
APPLIED DIGITAL CORP(Call)0900,000+900,00006,876+6,876
LEMONADE INC(LMND)490,298399,720-90,5788,08514,6621.16%+6,577
MICROSTRATEGY INC(MSTR)(Call)023,000+23,00006,661+6,661
CLEANSPARK INC(CLSK)(Call)0600,000+600,00005,526+5,526
STRONGHOLD DIGITAL MINING IN01,565,226+1,565,22605,4780.43%+5,478
UPWORK INC(UPWK)(Put)0325,000+325,00005,314+5,314
CIPHER MINING INC(CIFR)(Call)01,100,000+1,100,00005,104+5,104
COINBASE GLOBAL INC(COIN)(Call)020,000+20,00004,966+4,966
D MARKET ELECTR SVCS & TRADI(HEPS)16,1911,499,495+1,483,304374,5430.36%+4,507
BITFARMS LTD(Call)
COM
02,500,000+2,500,00003,725+3,725
CANGO INC0834,062+834,06203,6700.29%+3,670
VIRIDIAN THERAPEUTICS INC(VRDN)84,146285,954+201,8081,9145,4820.44%+3,567
ARVINAS INC67,281263,527+196,2461,6575,0520.40%+3,395
MARA HOLDINGS INC(MARA)0184,164+184,16403,0880.25%+3,088
BITDEER TECHNOLOGIES GROUP(BTDR)502,818324,134-178,6843,9377,0240.56%+3,087
ZOOMINFO TECHNOLOGIES INC(GTM)385,216585,171+199,9553,9756,1500.49%+2,175
XENON PHARMACEUTICALS INC(XENE)053,928+53,92802,1140.17%+2,114
BRIDGEBIO PHARMA INC(BBIO)222,421274,915+52,4945,6637,5440.60%+1,881
RIOT PLATFORMS INC(RIOT)0709,866+709,86607,2480.58%+7,248
IMMUNOCORE HLDGS PLC(IMCR)24,00067,840+43,8407472,0010.16%+1,254
RELAY THERAPEUTICS INC(RLAY)0284,508+284,50801,1720.09%+1,172
CULLINAN THERAPEUTICS INC(CGEM)094,344+94,34401,1490.09%+1,149
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)020,748+20,74801,1240.09%+1,124
GLOBAL E ONLINE LTD
SHS
020,419+20,41901,1130.09%+1,113
MAKEMYTRIP LIMITED MAURITIUS
SHS
08,591+8,59109650.08%+965
UNITEDHEALTH GROUP INC(UNH)01,864+1,86409430.07%+943
CYTOKINETICS INC(CYTK)019,283+19,28309070.07%+907
BEAM THERAPEUTICS INC(BEAM)035,414+35,41408780.07%+878
SCHWAB CHARLES CORP(SCHW)011,296+11,29608360.07%+836
PENSKE AUTOMOTIVE GRP INC(PAG)05,412+5,41208250.07%+825
WYNN RESORTS LTD(WYNN)09,070+9,07007810.06%+781
SPS COMM INC(SPSC)04,239+4,23907800.06%+780
ARGENX SE(ARGX)3,3014,032+7311,7892,4800.20%+690
LEAP THERAPEUTICS INC81,000282,008+201,0082088110.06%+603
GRAB HOLDINGS LTD
CLASS A ORD
329,583386,664+57,0811,2521,8250.14%+573
AUTOLUS THERAPEUTICS PLC257,929636,979+379,0509361,4970.12%+561
IDEAYA BIOSCIENCES INC(IDYA)34,41363,672+29,2591,0901,6360.13%+546
CREDICORP LTD(BAP)5,8188,705+2,8871,0531,5960.13%+543
MERUS N V8,00021,402+13,4024009000.07%+500
SPRINGWORKS THERAPEUTICS INC45,11053,539+8,4291,4451,9340.15%+489
DAY ONE BIOPHARMACEUTICALS I
COM
121,088171,714+50,6261,6872,1760.17%+489
MIND MEDICINE MINDMED INC063,405+63,40504410.04%+441
COMPASS PATHWAYS PLC(CMPS)0115,697+115,69704370.03%+437
CLEANSPARK INC(CLSK)560,142615,177+55,0355,2325,6660.45%+434
CABALETTA BIO INC0190,000+190,00004310.03%+431
FATE THERAPEUTICS INC0247,564+247,56404080.03%+408
BITFARMS LTD
COM
2,630,6773,984,267+1,353,5905,5515,9370.47%+386
89BIO INC047,469+47,46903710.03%+371
AIRBNB INC1,0913,131+2,0401384110.03%+273
MBX BIOSCIENCES INC(MBX)012,743+12,74302350.02%+235
REGENXBIO INC029,696+29,69602300.02%+230
CARVANA CO(CVNA)01,027+1,02702090.02%+209
ARQIT QUANTUM INC05,322+5,32202070.02%+207
BIONTECH SE(BNTX)17,11019,480+2,3702,0322,2200.18%+188
INOZYME PHARMA INC063,799+63,79901770.01%+177
ATOMERA INC013,862+13,86201610.01%+161
SKYWATER TECHNOLOGY INC(SKYT)010,328+10,32801430.01%+143
TESLA INC(TSLA)211451+240551820.01%+127
CROWDSTRIKE HLDGS INC(CRWD)176439+263491500.01%+101
AMERICAN BATTERY TECHNOLOGY032,172+32,1720790.01%+79
APPLIED MATLS INC6301,052+4221271710.01%+44
SOUNDHOUND AI INC(SOUN)02,154+2,1540430.00%+43
PALO ALTO NETWORKS INC(PANW)337862+5251151570.01%+42
NETFLIX INC(NFLX)14514501031290.01%+26
MARVELL TECHNOLOGY INC(MRVL)620620045680.01%+24
BROADCOM INC(AVGO)350350060810.01%+21
ADVANCED MICRO DEVICES INC(AMD)7551,094+3391241320.01%+8
SERVICENOW INC(NOW)256222-342292350.02%+6
HONEYWELL INTL INC(HON)2150-215440-44
INTUITIVE SURGICAL INC287134-153141700.01%-71
OPENDOOR TECHNOLOGIES INC(OPEN)(Call)45,0000-45,000900-90
QUALCOMM INC(QCOM)6180-6181050-105
BLUEPRINT MEDICINES CORP078,921+78,92106,8830.55%+6,883
CARVANA CO(CVNA)000000
REDFIN CORP(Call)10,0000-10,0001250-125
WEREWOLF THERAPEUTICS INC241,056241,05605113570.03%-154
LEMONADE INC(LMND)(Call)10,0000-10,0001650-165
REDFIN CORP18,1420-18,1422270-227
HIMS & HERS HEALTH INC(HIMS)(Call)000000
ULTRAGENYX PHARMACEUTICAL IN(RARE)29,87029,87001,6591,2570.10%-403
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