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Livermore
Livermore
ZHEN

BIT Capital GmbH

SEC CIK
0002053305
Latest filing
Aug 12, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Feb 12, 2025. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
100
−47 vs. Q1 2022
Portfolio value
$680.6M
−$293.0M (−30.1%) vs. Q1 2022
Filed
Feb 12, 2025
SEC
Holdings of BIT Capital GmbH in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
QFINQfin Holdings, Inc.AMERICAN DEP4,523,058$78.2M11.5%−1,411,361−23.8%ReducedHistory
OPENOpendoor Technologies Inc.COM14,297,925$67.3M9.9%−2,752,151−16.1%ReducedHistory
FINVFinVolution GroupSPONSORED ADS13,831,401$65.7M9.7%−1,720,434−11.1%ReducedHistory
DUOLDuolingo, Inc.CL A COM573,330$50.2M7.4%−78,243−12.0%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A9,230,929$34.5M5.1%+7,193,318+353.0%AddedHistory
METAMeta Platforms, Inc.Stock213,432$34.4M5.1%+213,311+176,290.1%AddedHistory
UPWKUpwork, IncCOM1,580,608$32.7M4.8%+771,261+95.3%AddedHistory
MMYTMakeMyTrip LtdStock1,207,237$31.0M4.6%−446,393−27.0%ReducedHistory
GOOGLAlphabet Inc.Stock13,737$29.9M4.4%+13,321+3,202.2%AddedHistory
OKTAOkta, Inc.CL A307,342$27.8M4.1%+302,581+6,355.4%AddedHistory
NOWServiceNow, Inc.Stock48,189$22.9M3.4%+48,189NewHistory
TWLOTwilio IncCL A270,468$22.7M3.3%+198,009+273.3%AddedHistory
PANWPalo Alto Networks IncStock44,735$22.1M3.2%+24,213+118.0%AddedHistory
SOFISoFi Technologies, Inc.Stock4,116,790$21.7M3.2%+3,723,718+947.3%AddedHistory
MSFTMicrosoft CorpStock60,235$15.5M2.3%+15,685+35.2%AddedHistory
AMZNAmazon Com IncStock140,042$14.9M2.2%+139,842+69,921.0%AddedConverted for a 20-for-1 splitHistory
TIGRUP Fintech Holding LtdSPONSORED ADS1,866,054$8.79M1.3%−1,482,239−44.3%ReducedHistory
SIVBSVB Financial GroupCOM19,444$7.68M1.1%−36,635−65.3%ReducedHistory
NFLXNetflix IncStock37,265$6.52M1.0%+9,963+36.5%AddedHistory
COINCoinbase Global, Inc.COM CL A128,689$6.05M0.9%−198,412−60.7%ReducedHistory
XYZBlock, Inc.CL A73,342$4.51M0.7%+25,795+54.3%AddedHistory
SICPSilvergate Capital CorpCL A66,852$3.58M0.5%+22,226+49.8%AddedHistory
SESea LtdSPONSORD ADS47,878$3.20M0.5%+27,218+131.7%AddedHistory
BAPCredicorp LtdCOM25,599$3.07M0.5%+25,599NewHistory
CVNACarvana Co.CL A127,032$2.87M0.4%+126,888+88,116.7%AddedHistory
AAPLApple Inc.Stock19,595$2.68M0.4%+19,353+7,997.1%AddedHistory
MSTRStrategy IncStock15,085$2.48M0.4%+7,892+109.7%AddedHistory
CANCanaan Inc.SPONSORED ADS746,566$2.40M0.4%+681,111+1,040.6%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A45,715$2.39M0.4%−75,050−62.1%ReducedHistory
NBISNebius Group N.V.Stock118,482$2.24M0.3%−441−0.4%ReducedHistory
ABNBAirbnb, Inc.Stock24,801$2.21M0.3%−150,045−85.8%ReducedHistory
Signature BK New York N Y82669G104COM11,772$2.11M0.3%+11,772New–
SHLSShoals Technologies Group, Inc.CL A122,874$2.02M0.3%+122,874NewHistory
OSCROscar Health, Inc.CL A472,170$2.01M0.3%00.0%UnchangedHistory
SEDGSolaredge Technologies, Inc.COM7,256$1.99M0.3%−2,174−23.1%ReducedHistory
LILi Auto Inc.SPONSORED ADS48,242$1.85M0.3%−161,424−77.0%ReducedHistory
NIONIO Inc.ADR75,235$1.63M0.2%+74,585+11,474.6%AddedHistory
IRENIREN LtdORDINARY SHARES412,117$1.38M0.2%+412,117NewHistory
XPEVXpeng Inc.ADS43,460$1.38M0.2%+43,460NewHistory
RIOTRiot Platforms, Inc.COM311,990$1.31M0.2%+147,637+89.8%AddedHistory
NVDANVIDIA CorpStock7,894$1.20M0.2%−9,587−54.8%ReducedHistory
ARRYArray Technologies, Inc.COM SHS108,515$1.19M0.2%+108,515NewHistory
CFLTConfluent, Inc.CLASS A COM49,704$1.16M0.2%+19,576+65.0%AddedHistory
GNRCGenerac Holdings Inc.Stock5,246$1.10M0.2%+5,246NewHistory
MELIMercadolibre IncCOM1,716$1.09M0.2%+1,703+13,100.0%AddedHistory
HYZNHyzon Motors Inc.COMMON STOCK359,260$1.06M0.2%+359,260NewHistory
UPSTUpstart Holdings, Inc.COM32,639$1.03M0.2%−1,146,271−97.2%ReducedHistory
SPSCSPS Commerce IncCOM8,878$1.00M0.1%+8,878NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,990$980.2K0.1%−12,055−50.1%ReducedHistory
MARAMARA Holdings, Inc.COM180,407$963.4K0.1%+60,352+50.3%AddedHistory
CORZCore Scientific, Inc.COMMON STOCK625,857$932.5K0.1%+80,034+14.7%AddedHistory
AVLRAvalara, Inc.COM12,928$912.7K0.1%+12,928NewHistory
OPADOfferpad Solutions Inc.COM CL A407,008$887.3K0.1%−728,142−64.1%ReducedHistory
Bitfarms Ltd Com09173B107Stock787,323$881.8K0.1%−368,752−31.9%Reduced–
UNHUnitedHealth Group IncStock1,697$871.6K0.1%+424+33.3%AddedHistory
FTNTFortinet, Inc.Stock15,235$862.0K0.1%+15,235NewHistory
MANHManhattan Associates IncStock7,469$855.9K0.1%+7,469NewHistory
CDNSCadence Design Systems IncStock5,516$827.6K0.1%−500−8.3%ReducedHistory
SNOWSnowflake Inc.Stock5,828$810.4K0.1%−61,317−91.3%ReducedHistory
MRUSMerus N.V.COM34,606$783.5K0.1%+30,045+658.7%AddedHistory
EXFYExpensify, Inc.COM CL A42,939$763.9K0.1%+42,939NewHistory
PCORProcore Technologies, Inc.COM15,683$711.9K0.1%+15,683NewHistory
KLACKLA CorpCOM NEW2,220$708.4K0.1%+2,220NewHistory
WDAYWorkday, Inc.CL A4,885$681.8K0.1%+4,885NewHistory
AMBAAmbarella IncSHS10,310$674.9K0.1%+4,606+80.8%AddedHistory
ASANAsana, Inc.CL A35,595$625.8K0.1%−587,837−94.3%ReducedHistory
RPDRapid7, Inc.COM9,088$607.1K0.1%+9,088NewHistory
MRVLMarvell Technology, Inc.COM13,903$605.2K0.1%+10,555+315.3%AddedHistory
QCOMQualcomm IncStock4,575$584.4K0.1%−2,380−34.2%ReducedHistory
WOLFWolfspeed, Inc.Stock8,881$563.5K0.1%−3,312−27.2%ReducedHistory
LSCCLattice Semiconductor CorpCOM11,300$548.0K0.1%+11,300NewHistory
CRWDCrowdStrike Holdings, Inc.Stock3,113$524.7K0.1%−41,440−93.0%ReducedHistory
DLOdLocal LtdCLASS A COM19,923$523.0K0.1%+19,923NewHistory
INTUIntuit Inc.Stock1,309$504.5K0.1%+1,253+2,237.5%AddedHistory
HUTHut 8 Corp.Common Stock375,066$498.8K0.1%−193,643−34.0%ReducedHistory
ONCTOncternal Therapeutics, Inc.COM417,000$452.9K0.1%+417,000NewHistory
ATAIAtai Beckley N.V.SHS103,232$375.8K0.1%00.0%UnchangedHistory
KZRKezar Life Sciences, Inc.COM40,700$356.1K0.1%−32,050−44.1%ReducedHistory
BLUEbluebird bio, Inc.COM71,550$327.7K<0.1%+71,550NewHistory
IMGNImmunoGen, Inc.COM66,700$300.1K<0.1%−7,000−9.5%ReducedHistory
MUMicron Technology IncStock5,240$289.7K<0.1%−9,956−65.5%ReducedHistory
DVDoubleVerify Holdings, Inc.COM11,899$269.8K<0.1%+11,899NewHistory
MQMarqeta, Inc.CLASS A COM31,322$254.0K<0.1%+31,322NewHistory
KURAKura Oncology, Inc.COM12,500$229.1K<0.1%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock25,241$207.5K<0.1%−148,885−85.5%ReducedHistory
ARVNArvinas, Inc.COM4,550$191.5K<0.1%00.0%UnchangedHistory
Vulcan Infrastructure & Power Inc.39531G100CLASS A COM45,177$123.8K<0.1%−206,085−82.0%Reduced–
AMDAdvanced Micro Devices IncStock1,614$123.4K<0.1%−13,331−89.2%ReducedHistory
PLTRPalantir Technologies Inc.Stock12,741$115.6K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock1,592$111.2K<0.1%−4,716−74.8%ReducedHistory
DNTHDianthus Therapeutics, Inc.COM76,500$95.6K<0.1%+35,000+84.3%AddedHistory
RLAYRelay Therapeutics, Inc.COM4,490$75.2K<0.1%−10−0.2%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR800$74.4K<0.1%00.0%UnchangedHistory
JSPRJasper Therapeutics, Inc.COM30,000$57.9K<0.1%00.0%UnchangedHistory
TRMLTourmaline Bio, Inc.COM7,467$55.5K<0.1%+7,467NewHistory
GRTXGalera Therapeutics, Inc.COM30,000$39.0K<0.1%−20,000−40.0%ReducedHistory
Tio Tech AG8T10C114*W EXP 04/12/202220,079$22.0K<0.1%+220,079New–
SYRESpyre Therapeutics, Inc.COM25,000$12.6K<0.1%00.0%UnchangedHistory
CABACabaletta Bio, Inc.COM10,000$10.6K<0.1%00.0%UnchangedHistory
BRDSBird Global, Inc.COM CL A8,605––00.0%UnchangedHistory

Options (12)

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 Q2 2022
SecurityClassPutsCalls
OPENOpendoor Technologies Inc.COM–$30.1M
UPSTUpstart Holdings, Inc.COM–$18.1M
SESea LtdSPONSORD ADS–$3.21M
COINCoinbase Global, Inc.COM CL A–$1.93M
CVNACarvana Co.CL A–$564.5K
OSCROscar Health, Inc.CL A–$212.5K
NIONIO Inc.ADR–$152.0K
NEUENeueHealth, Inc.COM–$145.6K
ALGNAlign Technology IncCOM–$71.0K
GRTXGalera Therapeutics, Inc.COM–$65.0K
ONCTOncternal Therapeutics, Inc.COM–$54.3K
DOCSDoximity, Inc.CL A–$52.2K

Sold out since Q1 2022 (73)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of BIT Capital GmbH sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
PDDPDD Holdings Inc.SPONSORED ADS250,498$10.0M1.0%History
SHOPShopify Inc.Stock11,380$7.69M0.8%History
IBKRInteractive Brokers Group, Inc.Stock78,349$5.16M0.5%History
TENBTenable Holdings, Inc.COM70,966$4.10M0.4%History
VRNSVaronis Systems IncCOM83,923$3.99M0.4%History
CHGGChegg, IncCOM109,349$3.97M0.4%History
BKNGBooking Holdings Inc.Stock1,680$3.95M0.4%History
TRIPTripAdvisor, Inc.COM129,383$3.51M0.4%History
ZSZscaler, Inc.Stock13,299$3.21M0.3%History
COURCoursera, Inc.COM138,041$3.18M0.3%History
EBEventbrite, Inc.COM CL A190,036$2.81M0.3%History
Tio Tech AG8T10C122UNIT 04/12/2028237,579$2.34M0.2%–
AMATApplied Materials IncStock15,557$2.05M0.2%History
PDPagerDuty, Inc.COM51,012$1.74M0.2%History
RTXRTX CorpStock14,500$1.44M0.1%History
EXPEExpedia Group, Inc.Stock6,882$1.35M0.1%History
BTBTBit Digital, IncSHS224,699$808.9K0.1%History
VCSAVacasa, Inc.CLASS A COM95,895$793.1K0.1%History
ESTCElastic N.V.ORD SHS8,759$779.1K0.1%History
DTDynatrace, Inc.Stock15,532$731.6K0.1%History
TSLATesla, Inc.Stock658$709.1K0.1%History
DISWalt Disney CoStock5,031$690.1K0.1%History
CLSKCleanspark, Inc.COM NEW53,115$657.0K0.1%History
BMBLBumble Inc.COM CL A21,659$627.7K0.1%History
PATHUiPath, Inc.Stock28,470$614.7K0.1%History
NRDYNerdy Inc.CL A COM116,161$591.3K0.1%History
JDJD.com, Inc.SPON ADS CL A7,547$436.7K<0.1%History
ENPHEnphase Energy, Inc.Stock1,863$375.9K<0.1%History
WRBYWarby Parker Inc.CL A COM10,950$370.2K<0.1%History
CRNXCrinetics Pharmaceuticals, Inc.COM9,500$208.5K<0.1%History
CIFRCipher Digital Inc.COM37,193$135.4K<0.1%History
KPTIKaryopharm Therapeutics Inc.COM13,000$95.8K<0.1%History
KROSKeros Therapeutics, Inc.COM1,700$92.4K<0.1%History
CCCCC4 Therapeutics, Inc.COM STK3,800$92.2K<0.1%History
YMABY-mAbs Therapeutics, Inc.COM7,000$83.2K<0.1%History
VSTMVerastem, Inc.COM50,000$70.5K<0.1%History
ZNGAZynga IncCL A6,091$56.3K<0.1%History
PRVBProvention Bio, Inc.COM7,500$54.9K<0.1%History
SPGIS&P Global Inc.Stock128$52.5K<0.1%History
VVisa Inc.Stock222$49.2K<0.1%History
COFCapital One Financial CorpStock366$48.1K<0.1%History
GNCAGenocea Biosciences, Inc.COM NEW35,000$43.8K<0.1%History
NKENIKE, Inc.Stock324$43.6K<0.1%History
GTHXG1 Therapeutics, Inc.COM5,000$38.0K<0.1%History
ISOIsoPlexis CorpCOM10,572$36.3K<0.1%History
ITGartner IncCOM118$35.1K<0.1%History
LULUlululemon athletica inc.Stock93$34.0K<0.1%History
ISRGIntuitive Surgical IncCOM NEW109$32.9K<0.1%History
ILMNIllumina, Inc.COM89$31.1K<0.1%History
DXCMDexcom IncCOM55$28.1K<0.1%History
VEEVVeeva Systems IncStock132$28.0K<0.1%History
ZMZoom Communications, Inc.Stock218$25.6K<0.1%History
ANETArista Networks, Inc.COM214$25.4K<0.1%History
XPXP Inc.CL A801$24.1K<0.1%History
PTONPeloton Interactive, Inc.CL A COM905$23.9K<0.1%History
CRMSalesforce, Inc.Stock111$23.6K<0.1%History
ZGZillow Group, Inc.CL A437$21.1K<0.1%History
MTCHMatch Group, Inc.COM192$20.9K<0.1%History
DOCUDocuSign, Inc.Stock192$20.6K<0.1%History
TTDTrade Desk, Inc.Stock276$19.1K<0.1%History
ETSYEtsy IncCOM152$18.9K<0.1%History
FVRRFiverr International Ltd.ORD SHS247$18.8K<0.1%History
TDOCTeladoc Health, Inc.COM249$18.0K<0.1%History
HUBSHubSpot IncCOM35$16.6K<0.1%History
AFRMAffirm Holdings, Inc.COM CL A357$16.5K<0.1%History
ROKURoku, IncCOM CL A122$15.3K<0.1%History
VIPSVipshop Holdings LtdSPONSORED ADS A1,669$15.0K<0.1%History
FSLYFastly, Inc.CL A862$15.0K<0.1%History
Farfetch Ltd30744W107ORD SH CL A965$14.6K<0.1%–
PAGSPagSeguro Digital Ltd.COM CL A701$14.1K<0.1%History
NVTAInvitae CorpCOM1,656$13.2K<0.1%History
NETCloudflare, Inc.CL A COM109$13.0K<0.1%History
EXLSExlService Holdings, Inc.COM30$4.30K<0.1%History