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Livermore
Livermore
ZHEN

BIT Capital GmbH

SEC CIK
0002053305
Latest filing
Aug 12, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
96
+6 vs. Q2 2024
Portfolio value
$1.04B
−$60.8M (−5.5%) vs. Q2 2024
Filed
Feb 12, 2025
SEC
Holdings of BIT Capital GmbH in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HIMSHims & Hers Health, Inc.Stock7,680,904$141.5M13.6%+2,421,155+46.0%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS1,109,077$117.6M11.3%+309,268+38.7%AddedHistory
IRENIREN LtdORDINARY SHARES10,097,921$85.2M8.2%+5,394,690+114.7%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A4,575,062$62.4M6.0%−7,094,293−60.8%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS369,446$49.8M4.8%+369,446NewHistory
MUMicron Technology IncStock431,655$44.8M4.3%+61,181+16.5%AddedHistory
GRNDGrindr Inc.COM3,639,869$43.4M4.2%−1,256,671−25.7%ReducedHistory
DUOLDuolingo, Inc.CL A COM153,589$43.3M4.2%−302,922−66.4%ReducedHistory
SESea LtdSPONSORD ADS408,693$38.5M3.7%−225,690−35.6%ReducedHistory
METAMeta Platforms, Inc.Stock53,735$30.8M3.0%−20,621−27.7%ReducedHistory
RDDTReddit, Inc.Stock458,362$30.2M2.9%+419,650+1,084.0%AddedHistory
NVDANVIDIA CorpStock225,596$27.4M2.6%−79,314−26.0%ReducedHistory
CIFRCipher Digital Inc.COM5,516,754$21.3M2.1%+4,687,922+565.6%AddedHistory
AMZNAmazon Com IncStock112,762$21.0M2.0%−105,827−48.4%ReducedHistory
HUTHut 8 Corp.COM1,630,683$20.0M1.9%−68,865−4.1%ReducedHistory
CORZCore Scientific, Inc.COM1,409,039$16.7M1.6%+351,780+33.3%AddedHistory
RBRKRubrik, Inc.Stock499,706$16.1M1.5%+499,706NewHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW776,747$15.8M1.5%+616,150+383.7%AddedHistory
HOODRobinhood Markets, Inc.Stock659,595$15.4M1.5%+456,053+224.1%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A267,012$10.9M1.0%+208,823+358.9%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR68,421$10.2M1.0%−36,217−34.6%ReducedHistory
LULufax Holding LtdSPONSORED ADR2,921,408$10.2M1.0%−664,320−18.5%ReducedHistory
Lilium N VN52586109CLASS A ORD SHS12,752,664$9.87M0.9%−6,035,874−32.1%Reduced–
COINCoinbase Global, Inc.COM CL A50,590$9.01M0.9%−18,826−27.1%ReducedHistory
UBERUber Technologies, IncStock111,898$8.41M0.8%+17,802+18.9%AddedHistory
LMNDLemonade, Inc.Stock490,298$8.09M0.8%+169,634+52.9%AddedHistory
INTRInter & Co, Inc.CLASS A COM1,167,699$7.78M0.7%−97,487−7.7%ReducedHistory
VKTXViking Therapeutics, Inc.COM116,113$7.35M0.7%+28,959+33.2%AddedHistory
BPMCBlueprint Medicines CorpCOM75,574$6.99M0.7%−78,558−51.0%ReducedHistory
WULFTerawulf Inc.COM1,475,903$6.91M0.7%+567,874+62.5%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS231,203$6.65M0.6%−91,667−28.4%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR37,587$6.53M0.6%−165,229−81.5%ReducedHistory
AXONAxon Enterprise, Inc.COM14,384$5.75M0.6%−20,396−58.6%ReducedHistory
BBIOBridgeBio Pharma, Inc.COM222,421$5.66M0.5%+93,208+72.1%AddedHistory
Bitfarms Ltd Com09173B107Stock2,630,677$5.55M0.5%+475,920+22.1%Added–
RIOTRiot Platforms, Inc.COM736,610$5.47M0.5%+8,592+1.2%AddedHistory
CLSKCleanspark, Inc.COM NEW560,142$5.23M0.5%+506,092+936.3%AddedHistory
SRRKScholar Rock Holding CorpCOM521,845$4.18M0.4%−6,443−1.2%ReducedHistory
XYZBlock, Inc.CL A61,105$4.10M0.4%−28,900−32.1%ReducedHistory
GTMZoomInfo Technologies Inc.Stock385,216$3.98M0.4%+385,216NewHistory
BTDRBitdeer Technologies GroupCL A ORD SHS502,818$3.94M0.4%+147,669+41.6%AddedHistory
MSTRStrategy IncStock15,340$2.59M0.2%+5,870+62.0%AddedConverted for a 10-for-1 splitHistory
BNTXBioNTech SESPONSORED ADS17,110$2.03M0.2%+17,110NewHistory
VRDNViridian Therapeutics, Inc.COM84,146$1.91M0.2%−61,410−42.2%ReducedHistory
ARGXArgenx SESPONSORED ADR3,301$1.79M0.2%−1,393−29.7%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM87,997$1.69M0.2%+8,211+10.3%AddedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock121,088$1.69M0.2%+14,906+14.0%AddedHistory
SLNSilence Therapeutics plcADS92,429$1.68M0.2%−8,806−8.7%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM29,870$1.66M0.2%−2,385−7.4%ReducedHistory
ARVNArvinas, Inc.COM67,281$1.66M0.2%−13,691−16.9%ReducedHistory
OSCROscar Health, Inc.CL A76,981$1.63M0.2%−77,244−50.1%ReducedHistory
KROSKeros Therapeutics, Inc.COM26,237$1.52M0.1%+3,499+15.4%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM45,110$1.45M0.1%+24,090+114.6%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS120,119$1.37M0.1%+40,557+51.0%AddedHistory
INCYIncyte CorpCOM20,232$1.34M0.1%−9,319−31.5%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD329,583$1.25M0.1%−7,395−2.2%ReducedHistory
Lilium N VN52586117*W EXP 09/14/20212,442,384$1.24M0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock5,693$1.20M0.1%+1,592+38.8%AddedHistory
KURAKura Oncology, Inc.COM60,631$1.18M0.1%+30,447+100.9%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM34,413$1.09M0.1%+34,413NewHistory
BAPCredicorp LtdCOM5,818$1.05M0.1%−2,146−26.9%ReducedHistory
AAPLApple Inc.Stock4,471$1.04M0.1%+823+22.6%AddedHistory
UPSTUpstart Holdings, Inc.COM25,871$1.04M0.1%−22,612−46.6%ReducedHistory
TPRTapestry, Inc.COM21,995$1.03M0.1%+21,995NewHistory
NBHCNational Bank Holdings CorpCL A23,311$981.4K0.1%+23,311NewHistory
AUTLAutolus Therapeutics plcSPON ADS257,929$936.3K0.1%+82,942+47.4%AddedHistory
MSFTMicrosoft CorpStock2,137$919.6K0.1%−39,518−94.9%ReducedHistory
LULUlululemon athletica inc.Stock3,383$918.0K0.1%+3,383NewHistory
ETSYEtsy IncCOM16,300$905.1K0.1%+16,300NewHistory
DNLIDenali Therapeutics Inc.COM29,762$867.0K0.1%−56,415−65.5%ReducedHistory
CCCCC4 Therapeutics, Inc.COM STK138,899$791.7K0.1%+138,899NewHistory
IMCRImmunocore Holdings plcADS24,000$747.1K0.1%−8,749−26.7%ReducedHistory
CRDFCardiff Oncology, Inc.COM253,085$675.7K0.1%−42,433−14.4%ReducedHistory
ANABAnaptysbio, IncCOM19,422$650.6K0.1%+19,422NewHistory
BDTXBlack Diamond Therapeutics, Inc.COM143,778$625.4K0.1%−109,616−43.3%ReducedHistory
IMTXImmatics N.V.SHS51,102$583.1K0.1%+51,102NewHistory
FULCFulcrum Therapeutics, Inc.COM146,238$522.1K0.1%+146,238NewHistory
HOWLWerewolf Therapeutics, Inc.COM241,056$511.0K<0.1%+7,686+3.3%AddedHistory
MRUSMerus N.V.COM8,000$399.7K<0.1%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock256$229.0K<0.1%−1,239−82.9%ReducedHistory
RDFNRedfin CorpCOM18,142$227.3K<0.1%+18,142NewHistory
CYPHCypherpunk Technologies Inc.COM NEW81,000$208.2K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW287$141.0K<0.1%+287NewHistory
ABNBAirbnb, Inc.Stock1,091$138.3K<0.1%+1,091NewHistory
AMATApplied Materials IncStock630$127.3K<0.1%+630NewHistory
AMDAdvanced Micro Devices IncStock755$123.9K<0.1%+755NewHistory
CVNACarvana Co.CL A668$116.3K<0.1%−138,145−99.5%ReducedHistory
PANWPalo Alto Networks IncStock337$115.2K<0.1%+337NewHistory
QCOMQualcomm IncStock618$105.1K<0.1%+618NewHistory
NFLXNetflix IncStock145$102.8K<0.1%+145NewHistory
AVGOBroadcom Inc.Stock350$60.4K<0.1%+350NewHistory
TSLATesla, Inc.Stock211$55.2K<0.1%+211NewHistory
CRWDCrowdStrike Holdings, Inc.Stock176$49.4K<0.1%+176NewHistory
MRVLMarvell Technology, Inc.COM620$44.7K<0.1%+620NewHistory
HONHoneywell International IncCOM215$44.4K<0.1%+215NewHistory
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS16,191$36.6K<0.1%+16,191NewHistory

Options (13)

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 Q3 2024
SecurityClassPutsCalls
SESea LtdSPONSORD ADS–$16.5M
IRENIREN LtdORDINARY SHARES–$5.23M
APLDApplied Digital Corp.COM NEW–$4.99M
AMATApplied Materials IncStock–$3.11M
AMDAdvanced Micro Devices IncStock–$2.31M
SNDXSyndax Pharmaceuticals IncCOM–$1.15M
VKTXViking Therapeutics, Inc.COM–$1.14M
MUMicron Technology IncStock–$518.5K
HIMSHims & Hers Health, Inc.Stock–$368.4K
MSTRStrategy IncStock–$337.2K
LMNDLemonade, Inc.Stock–$164.9K
RDFNRedfin CorpCOM–$125.3K
OPENOpendoor Technologies Inc.COM–$90.0K

Sold out since Q2 2024 (21)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of BIT Capital GmbH sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
MBLYMobileye Global Inc.Stock107,939$3.03M0.3%History
AGENAgenus IncCOM NEW154,435$2.59M0.2%History
NUVBNuvation Bio Inc.COM CL A555,069$1.62M0.1%History
CHRSCoherus Oncology, Inc.COM838,947$1.45M0.1%History
JANXJanux Therapeutics, Inc.COM31,223$1.31M0.1%History
LYVLive Nation Entertainment, Inc.COM11,925$1.12M0.1%History
CMECME Group Inc.COM5,474$1.08M0.1%History
APLDApplied Digital Corp.COM NEW175,052$1.04M0.1%History
PRCTPROCEPT BioRobotics CorpCOM17,025$1.04M0.1%History
IBKRInteractive Brokers Group, Inc.Stock8,392$1.03M0.1%History
BFHBread Financial Holdings, Inc.COM22,803$1.02M0.1%History
LMTLockheed Martin CorpStock1,675$782.4K0.1%History
VIRTVirtu Financial, Inc.CL A32,820$736.8K0.1%History
VTYXVentyx Biosciences, Inc.COM304,760$704.0K0.1%History
ATNMActinium Pharmaceuticals, Inc.COM89,668$663.5K0.1%History
OPTNOptiNose, Inc.COM624,007$649.0K0.1%History
TNYATenaya Therapeutics, Inc.COM200,668$622.1K0.1%History
LXLexinFintech Holdings Ltd.ADR357,042$589.1K0.1%History
SOFISoFi Technologies, Inc.Stock72,486$479.1K<0.1%History
OPENOpendoor Technologies Inc.COM145,621$267.9K<0.1%History
ATAIAtai Beckley N.V.SHS103,232$137.3K<0.1%History