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Bit Capital Gmbh Top Holdings and 13F Report (2025)

About Bit Capital Gmbh

Investment Activity

  • Bit Capital Gmbh has $1.73 billion in total holdings as of June 30, 2025.
  • Bit Capital Gmbh owns shares of 85 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 35.43% of the portfolio was purchased this quarter.
  • About 35.67% of the portfolio was sold this quarter.
  • This quarter, Bit Capital Gmbh has purchased 92 new stocks and bought additional shares in 29 stocks.
  • Bit Capital Gmbh sold shares of 37 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

IREN
$237,984,661
SoFi Technologies
$137,726,254
NVIDIA
$106,136,892
Micron Technology
$101,719,211
Robinhood Markets
$98,103,173

Largest New Holdings this Quarter

433313103 - HINGE HEALTH INC
$39,133,557 Holding
88339J105 - Trade Desk
$32,600,240 Holding
21873S108 - COREWEAVE INC
$20,545,560 Holding
81684M104 - Semler Scientific
$12,761,266 Holding
82509L107 - Shopify
$12,345,795 Holding

Largest Purchases this Quarter

SoFi Technologies
7,549,670 shares (about $137.48M)
NVIDIA
537,590 shares (about $84.93M)
Taiwan Semiconductor Manufacturing
239,542 shares (about $54.25M)
Advanced Micro Devices
307,761 shares (about $43.67M)
HINGE HEALTH INC
756,204 shares (about $39.13M)

Largest Sales this Quarter

MicroStrategy
240,471 shares (about $97.21M)
Coinbase Global
257,312 shares (about $90.19M)
Tesla
277,400 shares (about $88.12M)
Oscar Health
3,560,326 shares (about $76.33M)
DUOLINGO INC
129,999 shares (about $53.30M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBit Capital Gmbh

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
IREN Limited stock logo
IREN
IREN
$237,984,661$1,844,708 -0.8%16,333,88213.7%Finance
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$137,726,254$137,479,490 55,713.0%7,563,2217.9%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$106,136,892$84,933,844 400.6%671,7956.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$101,719,211$30,844,052 43.5%825,3085.9%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$98,103,173$25,184,036 -20.4%1,047,7755.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$78,381,904$35,152,421 81.3%357,2724.5%Retail/Wholesale
KASPI KZ JSC
$69,114,297$9,923,896 -12.6%814,1634.0%SPONSORED ADS
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$68,736,091$54,253,867 374.6%303,4844.0%Computer and Technology
Carvana Co. stock logo
CVNA
Carvana
$64,333,751$11,136,865 -14.8%190,9243.7%Retail/Wholesale
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$63,392,052$18,486,225 -22.6%1,271,6563.7%Medical
HUT 8 CORP
$54,338,821$800,600 -1.5%2,921,4423.1%COM
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$47,158,017$4,699,967 -9.1%450,5832.7%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$43,912,090$43,671,286 18,135.6%309,4582.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$42,529,484$8,917,603 26.5%57,6212.5%Computer and Technology
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
$41,007,749$11,007,570 36.7%8,579,0272.4%Business Services
HINGE HEALTH INC
$39,133,557$39,133,557 New Holding756,2042.3%CL A
Tesla, Inc. stock logo
TSLA
Tesla
$39,103,946$88,118,884 -69.3%123,1002.3%Auto/Tires/Trucks
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$36,256,438$90,185,283 -71.3%103,4452.1%Finance
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$34,169,158$97,205,593 -74.0%84,5292.0%Computer and Technology
The Trade Desk stock logo
TTD
Trade Desk
$32,600,240$32,600,240 New Holding452,8441.9%Computer and Technology
Lemonade, Inc. stock logo
LMND
Lemonade
$32,459,749$16,560,706 104.2%740,9211.9%Finance
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$29,477,217$10,394,024 -26.1%426,3411.7%Computer and Technology
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$20,606,391$76,333,388 -78.7%961,1191.2%Finance
COREWEAVE INC
$20,545,560$20,545,560 New Holding126,0001.2%COM CL A
Grindr Inc. stock logo
GRND
Grindr
$20,510,199$44,792,775 -68.6%903,5331.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$15,046,631$14,900,261 10,179.8%54,5860.9%Computer and Technology
Banco Bradesco SA stock logo
BBD
Banco Bradesco
$13,290,7080.0%4,301,2000.8%Finance
Semler Scientific Inc. stock logo
SMLR
Semler Scientific
$12,761,266$12,761,266 New Holding329,4080.7%Medical
Shopify Inc. stock logo
SHOP
Shopify
$12,345,795$12,345,795 New Holding107,0290.7%Computer and Technology
Marathon Digital Holdings, Inc. stock logo
MARA
Marathon Digital
$11,760,000$11,760,000 New Holding750,0000.7%Finance
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$10,593,049$2,843,091 36.7%937,4380.6%Finance
DUOLINGO INC
$10,314,463$53,302,189 -83.8%25,1560.6%CL A COM
BioNTech SE Sponsored ADR stock logo
BNTX
BioNTech
$10,230,596$9,103,505 807.7%96,0890.6%Medical
CORE SCIENTIFIC INC NEW
$8,111,954$7,481,832 1,187.4%475,2170.5%COM
GALAXY DIGITAL INC.
$7,374,956$7,374,956 New Holding336,7560.4%CL A
Cleanspark, Inc. stock logo
CLSK
Cleanspark
$6,866,506$411,243 6.4%622,5300.4%Finance
SHARPLINK GAMING INC
$5,931,298$5,931,298 New Holding597,3110.3%COM NEW
Upwork Inc. stock logo
UPWK
Upwork
$4,368,0000.0%325,0000.3%Computer and Technology
D-MARKET Electronic Services & Trading Unsponsored ADR stock logo
HEPS
D-MARKET Electronic Services & Trading
$4,236,3300.0%1,569,0110.2%Retail/Wholesale
COLUMBUS CIRCLE CAP CORP. I
$4,190,493$4,190,493 New Holding394,5850.2%SHS CL A
TeraWulf Inc. stock logo
WULF
TeraWulf
$4,161,675$3,204,956 -43.5%950,1540.2%Finance
Bitfarms Ltd. stock logo
BITF
Bitfarms
$3,654,071$718,119 -16.4%4,349,0490.2%Business Services
Xometry, Inc. stock logo
XMTR
Xometry
$3,445,161$3,445,161 New Holding101,9580.2%Industrials
Grab Holdings Limited stock logo
GRAB
Grab
$3,437,623$1,455,999 73.5%683,4240.2%Computer and Technology
Credicorp Ltd. stock logo
BAP
Credicorp
$2,185,1320.0%9,7760.1%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,936,903$633,297 -24.6%1,8840.1%Computer and Technology
RUBRIK INC.
$1,865,353$704,267 60.7%20,8210.1%CL A
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$1,666,643$146,545 9.6%2,0130.1%Aerospace
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,325,658$151,229 12.9%6,4780.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,259,949$110,456 9.6%4,3460.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$1,240,043$84,062 -6.3%2,4930.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,153,035$1,153,035 New Holding6,5000.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,041,843$783,391 303.1%7780.1%Consumer Discretionary
Sea Limited Sponsored ADR stock logo
SE
SEA
$895,344$64,456 7.8%5,5980.1%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$840,362$194,047 30.0%1,6500.0%Computer and Technology
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$758,241$23,320,920 -96.9%17,5600.0%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$677,731$299,026 79.0%7,2640.0%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$562,048$54,921 10.8%4,2470.0%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$538,698$878,928 -62.0%4,7500.0%Retail/Wholesale
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$484,958$484,958 New Holding6,2190.0%Computer and Technology
Nu Holdings Ltd. stock logo
NU
NU
$462,913$12,924 2.9%33,7400.0%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$417,766$61,878 -12.9%2,2820.0%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$407,558$228,776 128.0%7500.0%Medical
Braze, Inc. stock logo
BRZE
Braze
$382,020$382,020 New Holding13,5950.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$367,189$99,207 37.0%1,1770.0%Medical
EVGO INC
$360,109$278,656 342.1%98,6600.0%CL A COM
ZoomInfo Technologies Inc. stock logo
ZI
ZoomInfo Technologies
$290,120$20,291 7.5%28,6680.0%Computer and Technology
Blueprint Medicines Corporation stock logo
BPMC
Blueprint Medicines
$182,400$9,790,253 -98.2%1,4230.0%Medical
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$151,527$1,360,697 -90.0%4,2780.0%Medical
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$88,704$809,161 -90.1%4,2200.0%Medical
argenex SE stock logo
ARGX
argenex
$87,093$931,013 -91.4%1580.0%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$74,720$712,658 -90.5%2,0550.0%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$74,170$639,858 -89.6%2,2300.0%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$71,924$113,644 -61.2%1,9550.0%Medical
Immunocore Holdings PLC Sponsored ADR stock logo
IMCR
Immunocore
$68,283$1,211,615 -94.7%2,1760.0%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$67,287$169,471 -71.6%1,2610.0%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$63,811$325,073 -83.6%3,1810.0%Medical
Beam Therapeutics Inc. stock logo
BEAM
Beam Therapeutics
$61,287$206,978 -77.2%3,6030.0%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$60,073$504,294 -89.4%2,7060.0%Medical
Day One Biopharmaceuticals, Inc. stock logo
DAWN
Day One Biopharmaceuticals
$54,685$702,994 -92.8%8,4130.0%Medical
atai Life Sciences N.V. stock logo
ATAI
atai Life Sciences
$50,847$910,789 -94.7%23,2180.0%Medical
Viridian Therapeutics, Inc. stock logo
VRDN
Viridian Therapeutics
$49,391$952,689 -95.1%3,5330.0%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$41,432$41,432 New Holding1,2540.0%Medical
Fulcrum Therapeutics, Inc. stock logo
FULC
Fulcrum Therapeutics
$33,244$33,244 New Holding4,8320.0%Medical
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$27,930$201,740 -87.8%5,1060.0%Medical
NerdWallet, Inc. stock logo
NRDS
NerdWallet
$0$15,081,825 -100.0%00.0%Finance
REDDIT INC
$0$13,234,079 -100.0%00.0%CL A
SpringWorks Therapeutics stock logo
SWTX
SpringWorks Therapeutics
$0$1,335,241 -100.0%00.0%Medical
Merus N.V. stock logo
MRUS
Merus
$0$1,246,369 -100.0%00.0%Medical
COMPASS Pathways PLC Sponsored ADR stock logo
CMPS
COMPASS Pathways
$0$704,475 -100.0%00.0%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$0$582,160 -100.0%00.0%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$0$570,813 -100.0%00.0%Medical
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$0$520,759 -100.0%00.0%Consumer Discretionary
MSCI Inc stock logo
MSCI
MSCI
$0$472,193 -100.0%00.0%Finance
Cloudflare, Inc. stock logo
NET
Cloudflare
$0$465,297 -100.0%00.0%Computer and Technology
Exp World Holdings, Inc. stock logo
EXPI
Exp World
$0$353,488 -100.0%00.0%Finance
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$0$349,824 -100.0%00.0%Computer and Technology
Penske Automotive Group, Inc. stock logo
PAG
Penske Automotive Group
$0$347,568 -100.0%00.0%Retail/Wholesale
Verona Pharma PLC American Depositary Share stock logo
VRNA
Verona Pharma PLC American Depositary Share
$0$343,290 -100.0%00.0%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$0$318,509 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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