BIT Capital GmbH
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 457,908 | +457,908 | 0 | 143,325,204 | +143,325,204 |
| OSCAR HEALTH INC | 959,115 | 6,186,267 | +5,227,152 | 18,156,047 | 88,896,657 | +70,740,610 |
| HINGE HEALTH INC | 1,849,524 | 3,316,101 | +1,466,577 | 90,774,638 | 154,032,891 | +63,258,253 |
| LEMONADE INC | 1,254,345 | 1,826,593 | +572,248 | 67,145,088 | 130,016,890 | +62,871,802 |
| MICRON TECHNOLOGY INC | 384,959 | 410,683 | +25,724 | 64,411,340 | 117,213,035 | +52,801,695 |
| DATADOG INC | 292,637 | 658,321 | +365,684 | 41,671,509 | 89,525,073 | +47,853,564 |
| COINBASE GLOBAL INC(Call) | 40,000 | 212,200 | +172,200 | 13,499,600 | 47,986,908 | +34,487,308 |
| ALPHABET INC | 10,900 | 111,000 | +100,100 | 2,654,695 | 34,831,800 | +32,177,105 |
| NETSKOPE INC | 0 | 1,578,277 | +1,578,277 | 0 | 27,682,979 | +27,682,979 |
| INTEL CORP | 0 | 636,965 | +636,965 | 0 | 23,504,009 | +23,504,009 |
| RUBRIK INC. | 583,961 | 910,382 | +326,421 | 48,030,792 | 69,626,015 | +21,595,223 |
| COHERENT CORP | 0 | 114,965 | +114,965 | 0 | 21,219,090 | +21,219,090 |
| HUT 8 CORP | 2,177,511 | 2,087,941 | -89,570 | 75,799,158 | 95,920,010 | +20,120,852 |
| BITMINE IMMERSION TECNOLOGIE(Call) | 262,500 | 1,197,300 | +934,800 | 13,631,625 | 32,506,695 | +18,875,070 |
| GALAXY DIGITAL INC.(Call) | 0 | 775,000 | +775,000 | 0 | 17,329,000 | +17,329,000 |
| META PLATFORMS INC | 63,085 | 95,171 | +32,086 | 46,328,362 | 62,821,425 | +16,493,063 |
| CIRCLE INTERNET GROUP INC(Call) | 0 | 200,000 | +200,000 | 0 | 15,860,000 | +15,860,000 |
| GRAIL INC | 0 | 156,263 | +156,263 | 0 | 13,374,550 | +13,374,550 |
| CORE SCIENTIFIC INC NEW(Call) | 0 | 900,000 | +900,000 | 0 | 13,104,000 | +13,104,000 |
| AXON ENTERPRISE INC | 3,535 | 27,123 | +23,588 | 2,536,857 | 15,403,965 | +12,867,108 |
| PURE STORAGE INC | 0 | 168,329 | +168,329 | 0 | 11,279,726 | +11,279,726 |
| TAIWAN SEMICONDUCTOR MFG LTD | 378,179 | 382,751 | +4,572 | 105,621,613 | 116,314,201 | +10,692,588 |
| APPLIED DIGITAL CORP | 0 | 426,120 | +426,120 | 0 | 10,448,462 | +10,448,462 |
| PERCEPTIVE CAP SOLUTIONS COR | 0 | 740,264 | +740,264 | 0 | 9,645,640 | +9,645,640 |
| AMAZON COM INC | 88,473 | 123,987 | +35,514 | 19,426,017 | 28,618,679 | +9,192,662 |
| BROADCOM INC | 12,865 | 38,485 | +25,620 | 4,244,292 | 13,319,659 | +9,075,367 |
| LUMENTUM HLDGS INC | 0 | 21,423 | +21,423 | 0 | 7,896,304 | +7,896,304 |
| KASPI KZ JSC | 880,036 | 1,014,104 | +134,068 | 71,881,340 | 79,231,946 | +7,350,606 |
| THE REALREAL INC | 1,026,484 | 1,133,140 | +106,656 | 10,911,525 | 17,880,949 | +6,969,424 |
| GRINDR INC | 734,695 | 1,306,412 | +571,717 | 11,035,119 | 17,688,818 | +6,653,699 |
| RUBRIK INC.(Call) | 0 | 80,000 | +80,000 | 0 | 6,118,400 | +6,118,400 |
| SITIME CORP | 0 | 16,150 | +16,150 | 0 | 5,704,019 | +5,704,019 |
| TERAWULF INC | 737,163 | 1,157,735 | +420,572 | 8,418,401 | 13,302,375 | +4,883,974 |
| MICROSOFT CORP | 75,247 | 90,092 | +14,845 | 38,974,184 | 43,570,293 | +4,596,109 |
| CARVANA CO(Call) | 0 | 7,500 | +7,500 | 0 | 3,165,150 | +3,165,150 |
| MICROSOFT CORP(Call) | 367,200 | 399,800 | +32,600 | 190,191,240 | 193,351,276 | +3,160,036 |
| FIGURE TECHNOLOGY SOLUTIO | 212,211 | 262,752 | +50,541 | 7,718,114 | 10,730,792 | +3,012,678 |
| LEMONADE INC(Call) | 0 | 30,000 | +30,000 | 0 | 2,135,400 | +2,135,400 |
| COMPASS PATHWAYS PLC | 0 | 288,814 | +288,814 | 0 | 1,992,817 | +1,992,817 |
| CIRCLE INTERNET GROUP INC | 0 | 24,200 | +24,200 | 0 | 1,919,060 | +1,919,060 |
| CREDICORP LTD | 11,539 | 16,951 | +5,412 | 3,072,605 | 4,864,937 | +1,792,332 |
| ALBEMARLE CORP | 0 | 12,000 | +12,000 | 0 | 1,697,280 | +1,697,280 |
| SOCIEDAD QUIMICA Y MINERA DE | 0 | 23,769 | +23,769 | 0 | 1,635,307 | +1,635,307 |
| TREVI THERAPEUTICS INC | 6,739 | 130,000 | +123,261 | 61,662 | 1,627,600 | +1,565,938 |
| NU HLDGS LTD | 0 | 92,527 | +92,527 | 0 | 1,548,902 | +1,548,902 |
| REVOLUTION MEDICINES INC | 1,522 | 18,400 | +16,878 | 71,077 | 1,465,560 | +1,394,483 |
| HIMS & HERS HEALTH INC(Call) | 0 | 40,000 | +40,000 | 0 | 1,298,800 | +1,298,800 |
| OMADA HEALTH INC | 616,873 | 940,238 | +323,365 | 13,639,062 | 14,836,956 | +1,197,894 |
| RIOT PLATFORMS INC | 503,949 | 837,281 | +333,332 | 9,590,149 | 10,608,350 | +1,018,201 |
| HUT 8 CORP(Call) | 45,000 | 55,000 | +10,000 | 1,566,450 | 2,526,700 | +960,250 |
| NEKTAR THERAPEUTICS | 0 | 21,100 | +21,100 | 0 | 892,108 | +892,108 |
| UNIQURE NV | 0 | 31,614 | +31,614 | 0 | 756,523 | +756,523 |
| PALISADE BIO INC | 0 | 305,000 | +305,000 | 0 | 716,750 | +716,750 |
| GH RESEARCH PLC | 0 | 50,000 | +50,000 | 0 | 635,000 | +635,000 |
| TECTONIC THERAPEUTIC INC | 0 | 30,000 | +30,000 | 0 | 625,800 | +625,800 |
| DIANTHUS THERAPEUTICS INC | 0 | 15,000 | +15,000 | 0 | 618,150 | +618,150 |
| MANNKIND CORP | 0 | 101,000 | +101,000 | 0 | 572,670 | +572,670 |
| KINIKSA PHARMACEUTICALS INTL | 0 | 12,800 | +12,800 | 0 | 528,000 | +528,000 |
| IDEAYA BIOSCIENCES INC | 3,019 | 16,900 | +13,881 | 82,147 | 584,233 | +502,086 |
| XOMETRY INC | 113,653 | 109,753 | -3,900 | 6,190,679 | 6,527,011 | +336,332 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 0 | 25,000 | +25,000 | 0 | 313,000 | +313,000 |
| DYNE THERAPEUTICS INC | 0 | 15,000 | +15,000 | 0 | 293,400 | +293,400 |
| NEPTUNE INS HLDGS INC | 0 | 10,000 | +10,000 | 0 | 291,600 | +291,600 |
| BITFARMS LTD | 3,435,844 | 4,236,912 | +801,068 | 9,689,080 | 9,956,743 | +267,663 |
| SANA BIOTECHNOLOGY INC | 0 | 58,000 | +58,000 | 0 | 236,060 | +236,060 |
| AVIDITY BIOSCIENCES INC | 0 | 3,000 | +3,000 | 0 | 216,390 | +216,390 |
| GRINDR INC(Call) | 0 | 800 | +800 | 0 | 10,832 | +10,832 |
| SERVICENOW INC | 1,932 | 11,575 | +9,643 | 1,777,981 | 1,773,174 | -4,807 |
| SHOPIFY INC | 188,752 | 174,201 | -14,551 | 28,050,435 | 28,041,135 | -9,300 |
| CROWDSTRIKE HLDGS INC | 4,326 | 4,482 | +156 | 2,121,384 | 2,100,982 | -20,402 |
| SEA LTD | 7,152 | 9,768 | +2,616 | 1,278,277 | 1,246,104 | -32,173 |
| NETFLIX INC | 639 | 7,636 | +6,997 | 766,110 | 715,951 | -50,159 |
| JPMORGAN CHASE & CO. | 6,429 | 6,034 | -395 | 2,027,899 | 1,944,275 | -83,624 |
| BANCO BRADESCO S A(Put) | 4,301,200 | 4,301,200 | 0 | 14,538,056 | 14,322,996 | -215,060 |
| ZOOMINFO TECHNOLOGIES INC | 28,668 | 2,005 | -26,663 | 312,768 | 20,391 | -292,377 |
| INTUITIVE SURGICAL INC | 750 | 35 | -715 | 335,423 | 19,823 | -315,600 |
| AIRBNB INC | 3,106 | 415 | -2,691 | 377,131 | 56,324 | -320,807 |
| UBER TECHNOLOGIES INC | 4,928 | 659 | -4,269 | 482,796 | 53,847 | -428,949 |
| CLEANSPARK INC | 689,225 | 883,654 | +194,429 | 9,993,763 | 8,942,578 | -1,051,185 |
| SOFI TECHNOLOGIES INC | 41,831 | 1,693 | -40,138 | 1,105,175 | 44,323 | -1,060,852 |
| IREN LIMITED(Call) | 155,000 | 137,500 | -17,500 | 7,274,150 | 5,193,375 | -2,080,775 |
| GRAB HOLDINGS LIMITED | 3,385,500 | 3,385,500 | 0 | 20,380,710 | 16,893,645 | -3,487,065 |
| BITDEER TECHNOLOGIES GROUP | 316,829 | 154,278 | -162,551 | 5,414,608 | 1,729,456 | -3,685,152 |
| MICRON TECHNOLOGY INC(Call) | 29,300 | 200 | -29,100 | 4,902,476 | 57,082 | -4,845,394 |
| GALAXY DIGITAL INC. | 321,579 | 235,812 | -85,767 | 10,872,586 | 5,272,756 | -5,599,830 |
| ROBINHOOD MKTS INC | 707,491 | 834,578 | +127,087 | 101,298,561 | 94,390,772 | -6,907,789 |
| NVIDIA CORPORATION | 422,305 | 381,582 | -40,723 | 78,793,667 | 71,165,043 | -7,628,624 |
| PALO ALTO NETWORKS INC | 176,767 | 143,101 | -33,666 | 35,993,297 | 26,359,204 | -9,634,093 |
| IREN LIMITED | 5,794,227 | 6,941,992 | +1,147,765 | 271,923,073 | 262,199,038 | -9,724,035 |
| DUOLINGO INC | 134,367 | 178,910 | +44,543 | 43,244,675 | 31,398,705 | -11,845,970 |
| AFFIRM HLDGS INC | 237,335 | 14,482 | -222,853 | 17,344,442 | 1,077,895 | -16,266,547 |
| CIPHER MINING INC | 2,439,683 | 927,393 | -1,512,290 | 30,715,609 | 13,688,321 | -17,027,288 |
| THE TRADE DESK INC | 413,040 | 2,039 | -411,001 | 20,243,090 | 77,400 | -20,165,690 |
| PDD HOLDINGS INC | 183,423 | 5,356 | -178,067 | 24,243,018 | 607,317 | -23,635,701 |
| ADVANCED MICRO DEVICES INC | 259,454 | 78,076 | -181,378 | 41,977,063 | 16,720,756 | -25,256,307 |
| COINBASE GLOBAL INC | 112,141 | 53,312 | -58,829 | 37,846,466 | 12,055,976 | -25,790,490 |
| SNOWFLAKE INC | 170,307 | 4,481 | -165,826 | 38,412,744 | 982,952 | -37,429,792 |
| STRATEGY INC(Call) | 175,000 | 60,100 | -114,900 | 56,386,750 | 9,132,195 | -47,254,555 |
| REDDIT INC | 770,005 | 563,421 | -206,584 | 177,093,450 | 129,513,585 | -47,579,865 |
| AMAZON COM INC(Call) | 519,200 | 259,100 | -260,100 | 114,000,744 | 59,805,462 | -54,195,282 |