BIT Capital GmbH
- SEC CIK
- 0002053305
- Latest filing
- Aug 12, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Feb 12, 2025. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 85
- +22 vs. Q1 2021
- Portfolio value
- $1.70B
- +$429.1M (+33.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSTUpstart Holdings, Inc. | COM | 2,190,486 | $273.6M | 16.1% | +1,037,857+90.0% | Added | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 5,911,133 | $247.3M | 14.6% | +4,188,013+243.0% | Added | History |
| UPWKUpwork, Inc | COM | 3,838,515 | $223.7M | 13.2% | −542,377−12.4% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 475,440 | $120.4M | 7.1% | +475,440 | New | History |
| FINVFinVolution Group | SPONSORED ADS | 12,187,080 | $116.0M | 6.8% | +7,560,950+163.4% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,430,080 | $72.0M | 4.2% | +1,430,080 | New | – |
| SESea Ltd | SPONSORD ADS | 256,524 | $70.4M | 4.1% | −281,525−52.3% | Reduced | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 369,395 | $66.2M | 3.9% | −785,545−68.0% | Reduced | History |
| MMYTMakeMyTrip Ltd | Stock | 1,985,050 | $59.7M | 3.5% | +675,075+51.5% | Added | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 1,402,785 | $40.7M | 2.4% | +177,685+14.5% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 326,565 | $40.5M | 2.4% | +69,115+26.8% | Added | History |
| BMBLBumble Inc. | COM CL A | 543,090 | $31.3M | 1.8% | +543,090 | New | History |
| PANWPalo Alto Networks Inc | Stock | 79,625 | $29.5M | 1.7% | +79,625 | New | History |
| BKNGBooking Holdings Inc. | Stock | 10,220 | $22.4M | 1.3% | +490+5.0% | Added | History |
| NCNOnCino, Inc. | COM | 344,060 | $20.6M | 1.2% | +344,060 | New | History |
| LXLexinFintech Holdings Ltd. | ADR | 1,473,170 | $18.0M | 1.1% | +1,473,170 | New | History |
| CVNACarvana Co. | CL A | 56,910 | $17.2M | 1.0% | +56,910 | New | History |
| ETSYEtsy Inc | COM | 66,975 | $13.8M | 0.8% | −168,955−71.6% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 56,740 | $13.8M | 0.8% | −111,793−66.3% | Reduced | History |
| ASANAsana, Inc. | CL A | 196,900 | $12.2M | 0.7% | +196,900 | New | History |
| Ozon Hldgs PLC69269L104 | SPONSORED ADS | 204,140 | $12.0M | 0.7% | +66,860+48.7% | Added | – |
| ZSZscaler, Inc. | Stock | 53,775 | $11.6M | 0.7% | +45,525+551.8% | Added | History |
| XPXP Inc. | CL A | 236,190 | $10.3M | 0.6% | −112,110−32.2% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 38,710 | $9.36M | 0.6% | +38,710 | New | History |
| SIVBSVB Financial Group | COM | 14,255 | $7.93M | 0.5% | +3,655+34.5% | Added | History |
| TTDTrade Desk, Inc. | Stock | 99,560 | $7.70M | 0.5% | −9,750−8.9% | ReducedConverted for a 10-for-1 split | History |
| NVDANVIDIA Corp | Stock | 8,670 | $6.94M | 0.4% | −705−7.5% | Reduced | History |
| ROKURoku, Inc | COM CL A | 14,725 | $6.76M | 0.4% | +14,725 | New | History |
| XYZBlock, Inc. | CL A | 27,450 | $6.69M | 0.4% | −109,100−79.9% | Reduced | History |
| BZKanzhun Ltd | SPONSORED ADS | 139,000 | $5.51M | 0.3% | +139,000 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 20,990 | $5.27M | 0.3% | +6,590+45.8% | Added | History |
| HAPNHappen, Inc. | COM NEW | 270,720 | $4.91M | 0.3% | −931,025−77.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,414 | $4.86M | 0.3% | +610+75.9% | Added | History |
| ENVAEnova International, Inc. | COM | 136,525 | $4.67M | 0.3% | −116,530−46.0% | Reduced | History |
| MIMEMimecast Ltd | ORD SHS | 80,020 | $4.25M | 0.2% | +80,020 | New | History |
| DCBODocebo Inc. | COM | 69,475 | $4.10M | 0.2% | −4,050−5.5% | Reduced | History |
| SNAPSnap Inc | Stock | 55,890 | $3.81M | 0.2% | −535−0.9% | Reduced | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 328,265 | $3.75M | 0.2% | +328,265 | New | History |
| MNDTMandiant, Inc. | COM | 183,760 | $3.71M | 0.2% | +11,300+6.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 12,780 | $3.46M | 0.2% | −5,026−28.2% | Reduced | History |
| AMATApplied Materials Inc | Stock | 23,250 | $3.31M | 0.2% | 00.0% | Unchanged | History |
| ZUOZuora Inc | COM CL A | 184,450 | $3.18M | 0.2% | +184,450 | New | History |
| MUMicron Technology Inc | Stock | 37,432 | $3.18M | 0.2% | 00.0% | Unchanged | History |
| TENBTenable Holdings, Inc. | COM | 75,400 | $3.12M | 0.2% | +75,400 | New | History |
| Tio Tech AG8T10C106 | CLASS A ORD SHS | 300,000 | $2.91M | 0.2% | +300,000 | New | – |
| AAPLApple Inc. | Stock | 20,283 | $2.78M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,024 | $2.57M | 0.2% | −898−46.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,540 | $2.41M | 0.1% | 00.0% | Unchanged | History |
| CNDTCONDUENT Inc | COM | 316,503 | $2.37M | 0.1% | −466,082−59.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,438 | $2.22M | 0.1% | +2,255+13.9% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 30,190 | $2.03M | 0.1% | +30,190 | New | History |
| LULufax Holding Ltd | ADS REP SHS CL A | 171,900 | $1.94M | 0.1% | +171,900 | New | History |
| COFCapital One Financial Corp | Stock | 12,400 | $1.92M | 0.1% | +12,400 | New | History |
| BNTXBioNTech SE | SPONSORED ADS | 8,250 | $1.85M | 0.1% | 00.0% | Unchanged | History |
| TERTeradyne, Inc | Stock | 13,200 | $1.77M | 0.1% | 00.0% | Unchanged | History |
| ENTGEntegris Inc | COM | 14,020 | $1.72M | 0.1% | −945−6.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,350 | $1.56M | 0.1% | −32,650−85.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 625 | $1.53M | 0.1% | +625 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 5,376 | $1.49M | 0.1% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 3,715 | $1.44M | 0.1% | −47,912−92.8% | Reduced | History |
| SICPSilvergate Capital Corp | CL A | 12,005 | $1.36M | 0.1% | −269,690−95.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 900 | $1.31M | 0.1% | −4,700−83.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 13,490 | $1.27M | 0.1% | +13,490 | New | History |
| LULUlululemon athletica inc. | Stock | 3,400 | $1.24M | 0.1% | +3,400 | New | History |
| DOCUDocuSign, Inc. | Stock | 3,900 | $1.09M | 0.1% | +3,900 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,125 | $1.03M | 0.1% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 13,200 | $867.6K | 0.1% | +13,200 | New | History |
| HUBSHubSpot Inc | COM | 1,430 | $833.3K | <0.1% | −17,655−92.5% | Reduced | History |
| ZGZillow Group, Inc. | CL A | 6,765 | $828.9K | <0.1% | −83,435−92.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,345 | $815.4K | <0.1% | −31,290−93.0% | Reduced | History |
| LDIloanDepot, Inc. | COM CL A | 60,300 | $774.9K | <0.1% | +60,300 | New | History |
| WOLFWolfspeed, Inc. | COM | 7,000 | $710.4K | <0.1% | 00.0% | Unchanged | History |
| AVLRAvalara, Inc. | COM | 3,620 | $585.7K | <0.1% | +3,620 | New | History |
| MKTXMarketaxess Holdings Inc | COM | 1,260 | $584.1K | <0.1% | +1,260 | New | History |
| MELIMercadolibre Inc | COM | 370 | $576.4K | <0.1% | −277−42.8% | Reduced | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 10,030 | $560.9K | <0.1% | +10,030 | New | History |
| STNEStoneCo Ltd. | COM | 8,090 | $542.5K | <0.1% | +8,090 | New | History |
| AALAmerican Airlines Group Inc. | Stock | 24,080 | $510.7K | <0.1% | +24,080 | New | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 140,000 | $483.0K | <0.1% | +140,000 | New | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 11,125 | $424.4K | <0.1% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | COM | 4,300 | $390.0K | <0.1% | +363+9.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 12,741 | $335.9K | <0.1% | 00.0% | Unchanged | History |
| FLGTFulgent Genetics, Inc. | COM | 2,425 | $223.7K | <0.1% | 00.0% | Unchanged | History |
| ATNMActinium Pharmaceuticals, Inc. | COM | 14,100 | $111.5K | <0.1% | 00.0% | Unchanged | History |
| Tio Tech AG8T10C114 | *W EXP 04/12/202 | 100,000 | $100.0K | <0.1% | +100,000 | New | – |
Sold out since Q1 2021 (10)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 286,145 | $38.3M | 3.0% | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 791,450 | $23.6M | 1.9% | History |
| EVBGEverbridge, Inc. | COM | 102,015 | $12.4M | 1.0% | History |
| TWLOTwilio Inc | CL A | 17,050 | $5.81M | 0.5% | History |
| PFPTProofpoint Inc | COM | 44,740 | $5.63M | 0.4% | History |
| DOMOHuckleberry.ai, Inc. | Stock | 58,941 | $3.32M | 0.3% | History |
| EXTRExtreme Networks Inc | COM | 311,390 | $2.72M | 0.2% | History |
| FSLYFastly, Inc. | CL A | 10,375 | $698.0K | 0.1% | History |
| Leaf Group Ltd52177G102 | COM | 85,082 | $548.8K | <0.1% | – |
| FORRForrester Research, Inc. | COM | 12,600 | $535.2K | <0.1% | History |