Bit Capital Gmbh Top Holdings and 13F Report (2026) About Bit Capital GmbhInvestment ActivityBit Capital Gmbh has $3.38 billion in total holdings as of June 30, 2026.Bit Capital Gmbh owns shares of 85 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 45.72% of the portfolio was purchased this quarter.About 40.84% of the portfolio was sold this quarter.This quarter, Bit Capital Gmbh has purchased 81 new stocks and bought additional shares in 28 stocks.Bit Capital Gmbh sold shares of 19 stocks and completely divested from 28 stocks this quarter.Largest Holdings Amazon.com $551,692,033IREN $357,458,560Robinhood Markets $216,259,235Micron Technology $211,574,431SANDISK CORP $194,956,431 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $194,956,431 Holding573874104 - Marvell Technology $150,158,902 Holding82706C108 - Silicon Motion Technology $116,397,169 Holding171779309 - Ciena $82,838,905 Holding486917107 - KEEL INFRASTRUCTURE CORP $43,981,229 Holding Largest Purchases this Quarter Amazon.com 911,681 shares (about $217.29M)Robinhood Markets 2,069,344 shares (about $207.51M)SANDISK CORP 85,743 shares (about $194.96M)Marvell Technology 504,075 shares (about $150.16M)Silicon Motion Technology 349,195 shares (about $116.40M) Largest Sales this Quarter Micron Technology 190,735 shares (about $220.16M)HUT 8 CORP 1,756,118 shares (about $202.74M)Alphabet 453,235 shares (about $161.97M)Intel 893,710 shares (about $124.79M)HINGE HEALTH INC 1,154,594 shares (about $95.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBit Capital Gmbh Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$551,692,033$217,290,049 â–²65.0%2,314,72716.3%Consumer DiscretionaryIRENIREN$357,458,560$50,468,405 â–²16.4%7,816,71910.6%TechnologyHOODRobinhood Markets$216,259,235$207,513,816 â–²2,372.8%2,156,5546.4%FinanceMUMicron Technology$211,574,431$220,163,503 â–¼-51.0%183,2946.3%TechnologySANDISK CORP$194,956,431$194,956,431 â–²New Holding85,7435.8%COMTSMTaiwan Semiconductor Manufacturing$165,105,978$266,484 â–¼-0.2%345,7214.9%TechnologyMRVLMarvell Technology$150,158,902$150,158,902 â–²New Holding504,0754.4%TechnologyFIGURE TECHNOLOGY SOLUTIO$120,757,862$43,979,023 â–²57.3%3,932,2003.6%COM CL ANAVAN INC$119,168,709$113,913,114 â–²2,167.5%5,210,7003.5%CL ASIMOSilicon Motion Technology$116,397,169$116,397,169 â–²New Holding349,1953.4%TechnologyOSCROscar Health$97,480,134$82,806,794 â–¼-45.9%3,417,9572.9%HealthcareHINGE HEALTH INC$95,881,849$95,831,302 â–¼-50.0%1,155,2032.8%CL AFCXFreeport-McMoRan$90,560,594$31,422,297 â–²53.1%1,439,9842.7%MaterialsCMPSCompass Pathways$89,835,478$40,434,517 â–²81.8%6,348,7972.7%HealthcareINTCIntel$84,222,582$124,788,727 â–¼-59.7%603,1842.5%TechnologyCIENCiena$82,838,905$82,838,905 â–²New Holding168,8662.5%TechnologyWULFTeraWulf$69,374,569$8,759,435 â–²14.5%2,808,6872.1%TechnologyNOKNokia$61,332,790$16,229,754 â–²36.0%4,618,4331.8%TechnologyNVDANVIDIA$51,736,471$46,506,919 â–¼-47.3%258,5661.5%TechnologyHYPERLIQUID STRATEGIES INC$44,886,876$44,257,276 â–²7,029.4%5,703,5421.3%COMKEEL INFRASTRUCTURE CORP$43,981,229$43,981,229 â–²New Holding7,662,2351.3%COM SHSSQMSociedad Quimica y Minera$27,638,836$12,388,669 â–²81.2%373,2960.8%MaterialsAFRMAffirm$27,009,360$22,752,695 â–²534.5%331,2000.8%FinanceMSTRStrategy$25,540,034$21,053,055 â–¼-45.2%293,8000.8%TechnologyALBAlbemarle$19,568,818$6,663,866 â–²51.6%144,9220.6%IndustrialsCIRCLE INTERNET GROUP INC$18,173,034$16,688,014 â–²1,123.8%290,1650.5%COM CL AGALAXY DIGITAL INC.$16,633,191$10,323,064 â–²163.6%608,3830.5%CL ACIFRCipher Mining$15,615,908$969,343 â–²6.6%637,3840.5%TechnologyHUT 8 CORP$15,474,363$202,735,039 â–¼-92.9%134,0410.5%COMREDDIT INC$15,230,083$15,021,613 â–²7,205.7%87,7410.5%CL ACORE SCIENTIFIC INC NEW$14,793,349$14,793,349 â–²New Holding578,0910.4%COMAPLDApplied Digital$14,414,883$358,975 â–¼-2.4%386,4580.4%TechnologySMTCSemtech$12,138,750$12,138,750 â–²New Holding75,0000.4%TechnologyIDYAIDEAYA Biosciences$11,603,381$11,603,381 â–²New Holding311,3330.3%HealthcareBTDRBitdeer Technologies Group$11,289,188$2,379,897 â–²26.7%711,3540.3%TechnologyGOOGLAlphabet$9,504,255$161,972,589 â–¼-94.5%26,5950.3%Communication ServicesCOINCoinbase Global$9,126,057$2,666,067 â–²41.3%62,4260.3%FinanceMSFTMicrosoft$7,087,380$7,258,596 â–¼-50.6%19,0000.2%TechnologyRIOTRiot Platforms$6,496,453$15,786,351 â–¼-70.8%237,2700.2%TechnologyBEBloom Energy$6,090,627$70,822,117 â–¼-92.1%20,1210.2%IndustrialsAVGOBroadcom$6,044,000$4,851,443 â–²406.8%16,0000.2%TechnologyDEFINIUM THERAPEUTICS INC$6,027,282$7,026,835 â–¼-53.8%128,1310.2%COM SHSHIVEHIVE Digital Technologies$5,141,744$5,141,744 â–²New Holding1,412,5670.2%TechnologyCSCOCisco Systems$4,816,917$4,816,917 â–²New Holding41,0090.1%TechnologyEIGHTCO HOLDINGS INC$3,623,874$3,623,874 â–²New Holding5,210,4580.1%COMUXIN LTD$3,304,594$3,304,594 â–²New Holding2,131,9960.1%SPONSORED ADSCSIQCanadian Solar$3,075,616$3,075,616 â–²New Holding191,9860.1%TechnologyRAREUltragenyx Pharmaceutical$3,051,545$2,450,525 â–²407.7%91,3910.1%HealthcareKASPI KZ JSC$2,608,904$10,980,408 â–¼-80.8%30,1120.1%SPONSORED ADSCLSKCleanspark$2,514,487$2,514,487 â–²New Holding172,8170.1%TechnologyHIMSHims & Hers Health$2,129,501$2,129,501 â–²New Holding61,4220.1%HealthcareRCUSArcus Biosciences$1,849,800$1,849,800 â–²New Holding60,0000.1%HealthcareENTGEntegris$1,830,255$1,830,255 â–²New Holding10,1760.1%TechnologyASTERA LABS INC$1,785,725$1,785,725 â–²New Holding3,6970.1%COMIMNMImmunome$1,767,246$1,767,246 â–²New Holding83,4000.1%HealthcareATAIBECKLEY INC$1,689,436$727,260 â–²75.6%320,5760.1%COM SHSLITELumentum$1,528,205$16,004,537 â–¼-91.3%1,7810.0%TechnologyNEKTAR THERAPEUTICS$1,472,9910.0%21,1000.0%COM NEWGRNDGrindr$1,383,917$4,631,364 â–¼-77.0%96,3060.0%Communication ServicesPERCEPTIVE CAP SOLUTIONS COR$1,305,600$6,748,472 â–¼-83.8%120,0000.0%CL A ORD SHSIONSIonis Pharmaceuticals$1,292,427$1,292,427 â–²New Holding16,3000.0%HealthcareBABAAlibaba Group$1,204,741$601,699 â–²99.8%12,5520.0%Consumer DiscretionaryPALISADE BIO INC$1,199,660$875,710 â–²270.3%574,0000.0%COMDIANTHUS THERAPEUTICS INC$1,169,7600.0%12,0000.0%COMRRXRegal Rexnord$1,079,477$1,079,477 â–²New Holding4,5320.0%IndustrialsRVMDRevolution Medicines$1,067,4960.0%5,7000.0%HealthcareEDITEditas Medicine$1,056,240$1,056,240 â–²New Holding326,0000.0%HealthcareELDNEledon Pharmaceuticals$1,048,040$520,080 â–²98.5%266,0000.0%HealthcareRCKTRocket Pharmaceuticals$1,019,160$1,019,160 â–²New Holding298,0000.0%HealthcareAAPLApple$973,118$973,118 â–²New Holding3,3630.0%TechnologyNFLXNetflix$859,299$364,140 â–²73.5%12,0350.0%Communication ServicesTRVITrevi Therapeutics$839,2500.0%45,0000.0%HealthcareARM HOLDINGS PLC$817,284$817,284 â–²New Holding2,3050.0%SPONSORED ADSVIRVir Biotechnology$815,200$509,500 â–²166.7%80,0000.0%HealthcareRUBRIK INC.$683,825$683,825 â–²New Holding8,5180.0%CL AAEMAgnico Eagle Mines$677,608$2,268,001 â–¼-77.0%4,3680.0%MaterialsCOSTCostco Wholesale$652,958$652,958 â–²New Holding6980.0%Consumer StaplesPMVPPMV Pharmaceuticals$546,124$380,560 â–²229.9%407,5550.0%HealthcareALLOAllogene Therapeutics$478,400$478,400 â–²New Holding230,0000.0%HealthcareYNDXYandex$435,796$435,796 â–²New Holding1,5780.0%TechnologyDYNE THERAPEUTICS INC$348,697$348,697 â–²New Holding15,7000.0%COMKINIKSA PHARMACEUTICALS INTL$328,5750.0%5,1380.0%ORD SHS CL AAEPAmerican Electric Power$300,0240.0%2,1930.0%UtilitiesXMTRXometry$257,033$257,033 â–²New Holding2,6630.0%IndustrialsKLACKLA$147,838$147,838 â–²New Holding4900.0%TechnologyAMDAdvanced Micro Devices$0$104,826,258 â–¼-100.0%00.0%TechnologyLMNDLemonade$0$36,592,333 â–¼-100.0%00.0%FinanceBITMINE IMMERSION TECNOLOGIE$0$35,318,001 â–¼-100.0%00.0%COM NEWRUNSunrun$0$31,011,422 â–¼-100.0%00.0%UtilitiesTSEMTower Semiconductor$0$26,964,257 â–¼-100.0%00.0%TechnologyMETAMeta Platforms$0$13,415,876 â–¼-100.0%00.0%Communication ServicesBITFBitfarms$0$11,152,590 â–¼-100.0%00.0%TechnologyGOOGAlphabet$0$7,114,128 â–¼-100.0%00.0%Communication ServicesNOWServiceNow$0$1,860,990 â–¼-100.0%00.0%TechnologyDDOGDatadog$0$1,841,580 â–¼-100.0%00.0%TechnologyJPMJPMorgan Chase & Co.$0$1,493,156 â–¼-100.0%00.0%FinanceREALRealReal$0$1,362,000 â–¼-100.0%00.0%Consumer DiscretionaryNUNU$0$1,073,482 â–¼-100.0%00.0%FinanceNEMNewmont$0$1,051,216 â–¼-100.0%00.0%MaterialsAXONAxon Enterprise$0$818,802 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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