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BIT Capital GmbH

SEC CIK
0002053305
Latest filing
Aug 12, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
138
+43 vs. Q3 2021
Portfolio value
$1.29B
−$428.2M (−24.9%) vs. Q3 2021
Filed
Feb 12, 2025
SEC
Holdings of BIT Capital GmbH in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
QFINQfin Holdings, Inc.AMERICAN DEP7,956,797$182.4M14.1%−658,841−7.6%ReducedHistory
OPENOpendoor Technologies Inc.COM11,655,349$170.3M13.2%+11,655,349NewHistory
UPSTUpstart Holdings, Inc.COM1,110,298$168.0M13.0%−97,273−8.1%ReducedHistory
COINCoinbase Global, Inc.COM CL A422,668$106.7M8.3%−245,635−36.8%ReducedHistory
FINVFinVolution GroupSPONSORED ADS14,203,617$70.0M5.4%+1,014,283+7.7%AddedHistory
SESea LtdSPONSORD ADS282,568$63.2M4.9%−64,146−18.5%ReducedHistory
MMYTMakeMyTrip LtdStock2,193,639$60.8M4.7%+98,919+4.7%AddedHistory
UPWKUpwork, IncCOM1,043,861$35.7M2.8%−2,289,663−68.7%ReducedHistory
SNOWSnowflake Inc.Stock91,152$30.9M2.4%+20,539+29.1%AddedHistory
PANWPalo Alto Networks IncStock51,395$28.6M2.2%−38,804−43.0%ReducedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS5,124,878$25.2M2.0%+1,819,988+55.1%AddedHistory
Bitfarms Ltd Com09173B107Stock4,623,151$23.3M1.8%+4,370,166+1,727.4%Added–
ASANAsana, Inc.CL A244,885$18.3M1.4%−186,794−43.3%ReducedHistory
SICPSilvergate Capital CorpCL A115,217$17.1M1.3%+84,430+274.2%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A392,345$17.0M1.3%−41,985−9.7%ReducedHistory
GOOGLAlphabet Inc.Stock5,816$16.8M1.3%+5,429+1,402.8%AddedHistory
GOOGAlphabet Inc.Stock4,559$13.2M1.0%+1,515+49.8%AddedHistory
OKTAOkta, Inc.CL A51,863$11.6M0.9%+51,863NewHistory
AMZNAmazon Com IncStock3,316$11.1M0.9%+122+3.8%AddedHistory
ZMZoom Communications, Inc.Stock59,729$11.0M0.9%+56,014+1,507.8%AddedHistory
MARAMARA Holdings, Inc.COM311,045$10.2M0.8%+235,488+311.7%AddedHistory
AMPLAmplitude, Inc.Stock177,754$9.41M0.7%+177,754NewHistory
ETSYEtsy IncCOM42,213$9.24M0.7%−113,362−72.9%ReducedHistory
MSFTMicrosoft CorpStock19,007$6.39M0.5%−13,678−41.8%ReducedHistory
HOODRobinhood Markets, Inc.Stock331,694$5.89M0.5%−66,951−16.8%ReducedHistory
RPDRapid7, Inc.COM45,256$5.33M0.4%+45,256NewHistory
RIOTRiot Platforms, Inc.COM231,449$5.17M0.4%+224,572+3,265.6%AddedHistory
Vulcan Infrastructure & Power Inc.39531G100CLASS A COM304,942$5.12M0.4%+304,942New–
PTONPeloton Interactive, Inc.CL A COM143,004$5.11M0.4%+143,004NewHistory
GPROGoPro, Inc.CL A480,480$4.95M0.4%+480,480NewHistory
NVDANVIDIA CorpStock16,826$4.95M0.4%−5,546−24.8%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock22,532$4.61M0.4%+22,532NewHistory
TENBTenable Holdings, Inc.COM83,656$4.61M0.4%−58,934−41.3%ReducedHistory
METAMeta Platforms, Inc.Stock13,332$4.48M0.3%−3,863−22.5%ReducedHistory
Farfetch Ltd30744W107ORD SH CL A132,572$4.43M0.3%−1,013,649−88.4%Reduced–
VFCV F CorpStock59,013$4.32M0.3%+59,013NewHistory
GLBEGlobal-E Online Ltd.SHS60,395$3.83M0.3%+60,395NewHistory
SOFISoFi Technologies, Inc.Stock238,185$3.77M0.3%+37,205+18.5%AddedHistory
MSTRStrategy IncStock6,745$3.67M0.3%+6,286+1,369.5%AddedHistory
PAGSPagSeguro Digital Ltd.COM CL A139,629$3.66M0.3%−68,548−32.9%ReducedHistory
TSLATesla, Inc.Stock3,410$3.60M0.3%−5,285−60.8%ReducedHistory
NWLNewell Brands Inc.Stock164,360$3.59M0.3%+164,360NewHistory
XYZBlock, Inc.CL A22,044$3.56M0.3%−374,614−94.4%ReducedHistory
UNHUnitedHealth Group IncStock6,817$3.42M0.3%+6,817NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR28,113$3.38M0.3%+8,579+43.9%AddedHistory
QCOMQualcomm IncStock18,445$3.37M0.3%+1,020+5.9%AddedHistory
HUTHut 8 Corp.Common Stock426,241$3.35M0.3%+419,893+6,614.6%AddedHistory
AMATApplied Materials IncStock19,917$3.13M0.2%+137+0.7%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock39,258$3.12M0.2%+25,923+194.4%AddedHistory
Mynaric AG62857X101SPON ADS230,000$2.93M0.2%+230,000New–
NUNu Holdings Ltd.ORD SHS CL A295,182$2.77M0.2%+295,182NewHistory
Power & Digital Infra Acq Co739190106COM CL A261,149$2.75M0.2%+261,149New–
ZSZscaler, Inc.Stock8,375$2.69M0.2%−630−7.0%ReducedHistory
SEDGSolaredge Technologies, Inc.COM9,456$2.65M0.2%+4,465+89.5%AddedHistory
AZPNASPENTECH CorpCOM15,488$2.36M0.2%+15,488NewHistory
PTCPTC Inc.Stock19,285$2.34M0.2%+19,285NewHistory
TTDTrade Desk, Inc.Stock22,548$2.07M0.2%−110,222−83.0%ReducedHistory
AAPLApple Inc.Stock10,145$1.80M0.1%−14,261−58.4%ReducedHistory
TERTeradyne, IncStock10,400$1.70M0.1%−2,800−21.2%ReducedHistory
VIRVir Biotechnology, Inc.COM40,000$1.67M0.1%+40,000NewHistory
MUMicron Technology IncStock17,297$1.61M0.1%−20,135−53.8%ReducedHistory
JDJD.com, Inc.SPON ADS CL A22,000$1.54M0.1%+22,000NewHistory
WDCWestern Digital CorpCOM23,165$1.51M0.1%+23,165NewHistory
AMBAAmbarella IncSHS7,341$1.49M0.1%−5,484−42.8%ReducedHistory
ENTGEntegris IncCOM10,582$1.47M0.1%−8,858−45.6%ReducedHistory
BTBTBit Digital, IncSHS241,168$1.47M0.1%+241,168NewHistory
KZRKezar Life Sciences, Inc.COM110,000$1.44M0.1%+110,000NewHistory
BNTXBioNTech SESPONSORED ADS5,550$1.43M0.1%−11,629−67.7%ReducedHistory
ALGMAllegro Microsystems, Inc.COM38,042$1.38M0.1%+38,042NewHistory
WOLFWolfspeed, Inc.Stock12,179$1.36M0.1%+139+1.2%AddedHistory
ANETArista Networks, Inc.COM9,331$1.36M0.1%−8,029−46.3%ReducedConverted for a 4-for-1 splitHistory
MQMarqeta, Inc.CLASS A COM77,067$1.32M0.1%+77,067NewHistory
AMDAdvanced Micro Devices IncStock9,043$1.30M0.1%+1,590+21.3%AddedHistory
FVRRFiverr International Ltd.ORD SHS11,438$1.30M0.1%+230+2.1%AddedHistory
SHOPShopify Inc.Stock918$1.26M0.1%+18+2.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW3,442$1.24M0.1%+67+2.0%AddedConverted for a 3-for-1 splitHistory
ZGZillow Group, Inc.CL A19,787$1.23M0.1%+522+2.7%AddedHistory
PATHUiPath, Inc.Stock28,470$1.23M0.1%+28,470NewHistory
CRMSalesforce, Inc.Stock4,136$1.05M0.1%−44,632−91.5%ReducedHistory
ESTCElastic N.V.ORD SHS8,262$1.02M0.1%+8,262NewHistory
PYPLPayPal Holdings, Inc.Stock5,380$1.01M0.1%−11,743−68.6%ReducedHistory
BABAAlibaba Group Holding LtdADR8,500$1.01M0.1%+8,500NewHistory
PDDPDD Holdings Inc.SPONSORED ADS17,232$1.00M0.1%+17,232NewHistory
HUBSHubSpot IncCOM1,469$968.3K0.1%−9,519−86.6%ReducedHistory
CLSKCleanspark, Inc.COM NEW100,616$957.9K0.1%+100,616NewHistory
NCNOnCino, Inc.COM16,705$916.4K0.1%−7,000−29.5%ReducedHistory
MCHPMicrochip Technology IncStock10,400$905.4K0.1%−3,280−24.0%ReducedConverted for a 2-for-1 splitHistory
VVisa Inc.Stock3,770$817.0K0.1%+3,770NewHistory
Ribbit Leap LtdG7552B105SHS CL A81,020$811.0K0.1%−189,318−70.0%Reduced–
ATAIAtai Beckley N.V.SHS103,232$787.7K0.1%00.0%UnchangedHistory
SIVBSVB Financial GroupCOM1,069$725.0K0.1%−1,563−59.4%ReducedHistory
BZKanzhun LtdSPONSORED ADS20,600$718.5K0.1%+20,600NewHistory
BOXBox IncCL A27,170$711.6K0.1%+27,170NewHistory
BCOVBrightcove IncCOM68,265$697.7K0.1%+68,265NewHistory
NIONIO Inc.ADR18,760$594.3K<0.1%−15,405−45.1%ReducedHistory
LILi Auto Inc.SPONSORED ADS18,407$590.9K<0.1%+18,407NewHistory
CANCanaan Inc.SPONSORED ADS105,461$543.1K<0.1%+96,313+1,052.8%AddedHistory
PINGPing Identity Holding Corp.COM20,050$458.7K<0.1%−222,960−91.7%ReducedHistory
DDOGDatadog, Inc.CL A COM1,870$333.1K<0.1%−28,203−93.8%ReducedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS11,125$245.9K<0.1%00.0%UnchangedHistory

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of BIT Capital GmbH in Q4 2021
SecurityClassPutsCalls
OPENOpendoor Technologies Inc.COM–$5.84M
iShares Tr464287234MSCI EMG MKT ETF–$3.57M
VIRVir Biotechnology, Inc.COM–$1.67M
GRTXGalera Therapeutics, Inc.COM–$734.4K
SYRESpyre Therapeutics, Inc.COM–$71.3K

Sold out since Q3 2021 (23)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of BIT Capital GmbH sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
SNAPSnap IncStock196,637$14.5M0.8%History
LXLexinFintech Holdings Ltd.ADR1,391,592$8.20M0.5%History
NTNXNutanix, Inc.Stock179,500$6.77M0.4%History
DTDynatrace, Inc.Stock92,735$6.58M0.4%History
PLANAnaplan, Inc.COM93,975$5.72M0.3%History
BFHBread Financial Holdings, Inc.COM48,407$4.88M0.3%History
CDLXCardlytics, Inc.COM55,215$4.63M0.3%History
SPOTSpotify Technology S.A.Stock20,045$4.52M0.3%History
MRNAModerna, Inc.Stock8,551$3.29M0.2%History
Tio Tech AG8T10C106CLASS A ORD SHS300,000$2.92M0.2%–
SMWBSimilarweb Ltd.SHS130,450$2.73M0.2%History
TDCTeradata CorpStock36,325$2.08M0.1%History
FTNTFortinet, Inc.Stock5,909$1.73M0.1%History
DELLDell Technologies Inc.Stock11,891$1.24M0.1%History
LRMRLarimar Therapeutics, Inc.COM94,016$1.08M0.1%History
KMXCarMax IncCOM7,265$929.6K0.1%History
VPC Impact Acqu Holdi III IN91835J108COM CL A89,945$891.4K0.1%–
EAElectronic Arts Inc.COM4,960$705.6K<0.1%History
ARBKArgo Blockchain PlcADS32,902$526.4K<0.1%History
LULufax Holding LtdADS REP SHS CL A61,705$444.3K<0.1%History
APPNAppian CorpCL A4,615$426.9K<0.1%History
ATNMActinium Pharmaceuticals, Inc.COM14,100$124.9K<0.1%History
HIVEHIVE Digital Technologies Ltd.COM16,347$36.4K<0.1%History