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Livermore
Livermore
ZHEN

BIT Capital GmbH

SEC CIK
0002053305
Latest filing
Aug 12, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
90
−6 vs. Q1 2024
Portfolio value
$1.10B
−$30.3M (−2.7%) vs. Q1 2024
Filed
Feb 12, 2025
SEC
Holdings of BIT Capital GmbH in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUNu Holdings Ltd.ORD SHS CL A11,669,355$150.4M13.6%−456,591−3.8%ReducedHistory
HIMSHims & Hers Health, Inc.Stock5,259,749$106.2M9.6%+1,053,788+25.1%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS799,809$103.2M9.4%−94,367−10.6%ReducedHistory
DUOLDuolingo, Inc.CL A COM456,511$95.3M8.6%+456,511NewHistory
GRNDGrindr Inc.COM4,896,540$59.9M5.4%−1,014,808−17.2%ReducedHistory
IRENIREN LtdORDINARY SHARES4,703,231$53.1M4.8%−4,277,674−47.6%ReducedHistory
MUMicron Technology IncStock370,474$48.7M4.4%+165,537+80.8%AddedHistory
SESea LtdSPONSORD ADS634,383$45.3M4.1%−81,958−11.4%ReducedHistory
AMZNAmazon Com IncStock218,589$42.2M3.8%−7,402−3.3%ReducedHistory
NVDANVIDIA CorpStock304,910$37.7M3.4%−171,300−36.0%ReducedConverted for a 10-for-1 splitHistory
METAMeta Platforms, Inc.Stock74,356$37.5M3.4%−82,766−52.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR202,816$35.3M3.2%+177,242+693.1%AddedHistory
HUTHut 8 Corp.COM1,699,548$25.5M2.3%−181,914−9.7%ReducedHistory
MSFTMicrosoft CorpStock41,655$18.6M1.7%+35,768+607.6%AddedHistory
CVNACarvana Co.CL A138,813$17.9M1.6%+138,813NewHistory
BPMCBlueprint Medicines CorpCOM154,132$16.6M1.5%−15,513−9.1%ReducedHistory
COINCoinbase Global, Inc.COM CL A69,416$15.4M1.4%−211,606−75.3%ReducedHistory
Lilium N VN52586109CLASS A ORD SHS18,788,538$14.9M1.4%+7,279,479+63.2%Added–
ASNDAscendis Pharma A/SSPONSORED ADR104,638$14.3M1.3%−5,000−4.6%ReducedHistory
AXONAxon Enterprise, Inc.COM34,780$10.2M0.9%00.0%UnchangedHistory
CORZCore Scientific, Inc.COM1,057,259$9.83M0.9%+1,057,259NewHistory
LULufax Holding LtdSPONSORED ADR3,585,728$8.50M0.8%+1,048,944+41.3%AddedHistory
INTRInter & Co, Inc.CLASS A COM1,265,186$7.78M0.7%+11,215+0.9%AddedHistory
UBERUber Technologies, IncStock94,096$6.84M0.6%−52,712−35.9%ReducedHistory
RIOTRiot Platforms, Inc.COM728,018$6.65M0.6%+246,006+51.0%AddedHistory
XYZBlock, Inc.CL A90,005$5.80M0.5%+20,245+29.0%AddedHistory
Bitfarms Ltd Com09173B107Stock2,154,757$5.54M0.5%−223,953−9.4%Reduced–
LMNDLemonade, Inc.Stock320,664$5.29M0.5%+320,664NewHistory
VRNAVerona Pharma plcSPONSORED ADS322,870$4.67M0.4%−31,278−8.8%ReducedHistory
HOODRobinhood Markets, Inc.Stock203,542$4.62M0.4%−76,044−27.2%ReducedHistory
VKTXViking Therapeutics, Inc.COM87,154$4.62M0.4%+9,540+12.3%AddedHistory
SRRKScholar Rock Holding CorpCOM528,288$4.40M0.4%+46,526+9.7%AddedHistory
WULFTerawulf Inc.COM908,029$4.04M0.4%+908,029NewHistory
BTDRBitdeer Technologies GroupCL A ORD SHS355,149$3.64M0.3%−289,775−44.9%ReducedHistory
CIFRCipher Digital Inc.COM828,832$3.44M0.3%+52,897+6.8%AddedHistory
BBIOBridgeBio Pharma, Inc.COM129,213$3.27M0.3%−9,484−6.8%ReducedHistory
MBLYMobileye Global Inc.Stock107,939$3.03M0.3%−863,006−88.9%ReducedHistory
AGENAgenus IncCOM NEW154,435$2.59M0.2%00.0%UnchangedConverted for a 1-for-20 splitHistory
RDDTReddit, Inc.Stock38,712$2.47M0.2%+38,712NewHistory
OSCROscar Health, Inc.CL A154,225$2.44M0.2%+7,039+4.8%AddedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW160,597$2.34M0.2%00.0%UnchangedHistory
ARVNArvinas, Inc.COM80,972$2.16M0.2%−61,734−43.3%ReducedHistory
ARGXArgenx SESPONSORED ADR4,694$2.02M0.2%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM86,177$2.00M0.2%+4,177+5.1%AddedHistory
SLNSilence Therapeutics plcADS101,235$1.92M0.2%+12,235+13.7%AddedHistory
VRDNViridian Therapeutics, Inc.COM145,556$1.89M0.2%00.0%UnchangedHistory
INCYIncyte CorpCOM29,551$1.79M0.2%+7,097+31.6%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A58,189$1.76M0.2%−899,847−93.9%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM79,786$1.64M0.1%+12,822+19.1%AddedHistory
NUVBNuvation Bio Inc.COM CL A555,069$1.62M0.1%+555,069NewHistory
DAWNDay One Biopharmaceuticals, Inc.Stock106,182$1.46M0.1%00.0%UnchangedHistory
CHRSCoherus Oncology, Inc.COM838,947$1.45M0.1%−20,814−2.4%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM32,255$1.33M0.1%−8,745−21.3%ReducedHistory
JANXJanux Therapeutics, Inc.COM31,223$1.31M0.1%−100−0.3%ReducedHistory
MSTRStrategy IncStock947$1.30M0.1%+947NewHistory
BAPCredicorp LtdCOM7,964$1.28M0.1%+3,099+63.7%AddedHistory
GRABGrab Holdings LtdCLASS A ORD336,978$1.20M0.1%+143,577+74.2%AddedHistory
BDTXBlack Diamond Therapeutics, Inc.COM253,394$1.18M0.1%−21,913−8.0%ReducedHistory
NOWServiceNow, Inc.Stock1,495$1.18M0.1%−13,004−89.7%ReducedHistory
UPSTUpstart Holdings, Inc.COM48,483$1.14M0.1%+48,483NewHistory
LYVLive Nation Entertainment, Inc.COM11,925$1.12M0.1%+11,925NewHistory
IMCRImmunocore Holdings plcADS32,749$1.11M0.1%+18,845+135.5%AddedHistory
CMECME Group Inc.COM5,474$1.08M0.1%+5,474NewHistory
APLDApplied Digital Corp.COM NEW175,052$1.04M0.1%−105,034−37.5%ReducedHistory
PRCTPROCEPT BioRobotics CorpCOM17,025$1.04M0.1%+17,025NewHistory
KROSKeros Therapeutics, Inc.COM22,738$1.04M0.1%+10,795+90.4%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock8,392$1.03M0.1%+8,392NewHistory
Lilium N VN52586117*W EXP 09/14/20212,442,384$1.02M0.1%+10,327,000+488.2%Added–
BFHBread Financial Holdings, Inc.COM22,803$1.02M0.1%+22,803NewHistory
CLSKCleanspark, Inc.COM NEW54,050$862.1K0.1%−134,075−71.3%ReducedHistory
ANROAlto Neuroscience, Inc.COM SHS79,562$850.5K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock4,101$829.5K0.1%−33,083−89.0%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM21,020$791.8K0.1%+21,020NewHistory
LMTLockheed Martin CorpStock1,675$782.4K0.1%00.0%UnchangedHistory
AAPLApple Inc.Stock3,648$768.3K0.1%+3,648NewHistory
VIRTVirtu Financial, Inc.CL A32,820$736.8K0.1%+32,820NewHistory
VTYXVentyx Biosciences, Inc.COM304,760$704.0K0.1%+124,052+68.6%AddedHistory
ATNMActinium Pharmaceuticals, Inc.COM89,668$663.5K0.1%00.0%UnchangedHistory
CRDFCardiff Oncology, Inc.COM295,518$656.0K0.1%+59,339+25.1%AddedHistory
OPTNOptiNose, Inc.COM624,007$649.0K0.1%+624,007NewHistory
TNYATenaya Therapeutics, Inc.COM200,668$622.1K0.1%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM30,184$621.5K0.1%00.0%UnchangedHistory
AUTLAutolus Therapeutics plcSPON ADS174,987$609.0K0.1%−34,491−16.5%ReducedHistory
LXLexinFintech Holdings Ltd.ADR357,042$589.1K0.1%−313,875−46.8%ReducedHistory
HOWLWerewolf Therapeutics, Inc.COM233,370$569.4K0.1%+233,370NewHistory
SOFISoFi Technologies, Inc.Stock72,486$479.1K<0.1%−1,412,391−95.1%ReducedHistory
MRUSMerus N.V.COM8,000$473.4K<0.1%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM145,621$267.9K<0.1%+145,481+103,915.0%AddedHistory
CYPHCypherpunk Technologies Inc.COM NEW81,000$158.8K<0.1%−249,187−75.5%ReducedHistory
ATAIAtai Beckley N.V.SHS103,232$137.3K<0.1%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 2024
SecurityClassPutsCalls
AMZNAmazon Com IncStock–$48.3M
HIMSHims & Hers Health, Inc.Stock–$25.2M
DUOLDuolingo, Inc.CL A COM–$20.9M
MUMicron Technology IncStock–$19.7M
METAMeta Platforms, Inc.Stock–$18.9M
SESea LtdSPONSORD ADS–$16.1M
BPMCBlueprint Medicines CorpCOM–$8.08M
MSTRStrategy IncStock–$7.58M
BBDBank BradescoSP ADR PFD NEW$4.66M–
AMATApplied Materials IncStock–$3.63M
AMDAdvanced Micro Devices IncStock–$2.29M
VKTXViking Therapeutics, Inc.COM–$1.19M

Sold out since Q1 2024 (25)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of BIT Capital GmbH sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
TSLATesla, Inc.Stock157,784$27.7M2.4%History
ABNBAirbnb, Inc.Stock57,625$9.51M0.8%History
AMDAdvanced Micro Devices IncStock43,924$7.93M0.7%History
SSentinelOne, Inc.CL A194,461$4.53M0.4%History
SYFSynchrony FinancialCOM103,441$4.46M0.4%History
BTBTBit Digital, IncSHS1,421,656$4.08M0.4%History
BASECouchbase, Inc.COM125,630$3.31M0.3%History
MMYTMakeMyTrip LtdStock40,084$2.85M0.3%History
AVGOBroadcom Inc.Stock1,911$2.53M0.2%History
SNPSSynopsys IncCOM4,384$2.51M0.2%History
CYTKCytokinetics IncCOM NEW30,144$2.11M0.2%History
FUTUFutu Holdings LtdSPON ADS CL A32,112$1.74M0.2%History
HIVEHIVE Digital Technologies Ltd.COM NEW463,261$1.56M0.1%History
ORICOric Pharmaceuticals, Inc.COM108,624$1.49M0.1%History
DCPHDeciphera Pharmaceuticals, Inc.COM90,000$1.42M0.1%History
CCCCC4 Therapeutics, Inc.COM STK168,090$1.37M0.1%History
RLAYRelay Therapeutics, Inc.COM152,439$1.27M0.1%History
NMRANeumora Therapeutics, Inc.COM91,656$1.26M0.1%History
STTKShattuck Labs, Inc.COM125,916$1.13M0.1%History
SHOPShopify Inc.Stock13,969$1.08M0.1%History
ALECAlector, Inc.COM141,372$851.1K0.1%History
KYMRKymera Therapeutics, Inc.COM18,043$725.3K0.1%History
CTMXCytomX Therapeutics, Inc.COM250,910$547.0K<0.1%History
DKNGDraftKings Inc.Stock7,055$320.4K<0.1%History
MDBMongoDB, Inc.CL A28$10.0K<0.1%History