BIT Capital GmbH
- SEC CIK
- 0002053305
- 最新申報
- 2026/8/12
2021 年第 2 季持倉
持倉截至 2021/6/30，2025/2/12 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 85
- 較 2021 年第 1 季 +22
- 總值
- $17.0 億
- 較 2021 年第 1 季 +$4.29 億 (+33.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UPSTUpstart Holdings, Inc. | COM | 2,190,486 | $2.74 億 | 16.1% | +1,037,857+90.0% | 加碼 | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 5,911,133 | $2.47 億 | 14.6% | +4,188,013+243.0% | 加碼 | 歷史 |
| UPWKUpwork, Inc | COM | 3,838,515 | $2.24 億 | 13.2% | −542,377−12.4% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 475,440 | $1.20 億 | 7.1% | +475,440 | 新進 | 歷史 |
| FINVFinVolution Group | SPONSORED ADS | 12,187,080 | $1.16 億 | 6.8% | +7,560,950+163.4% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,430,080 | $7,202 萬 | 4.2% | +1,430,080 | 新進 | – |
| SESea Ltd | SPONSORD ADS | 256,524 | $7,044 萬 | 4.1% | −281,525−52.3% | 減碼 | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 369,395 | $6,615 萬 | 3.9% | −785,545−68.0% | 減碼 | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 1,985,050 | $5,965 萬 | 3.5% | +675,075+51.5% | 加碼 | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 1,402,785 | $4,065 萬 | 2.4% | +177,685+14.5% | 加碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 326,565 | $4,050 萬 | 2.4% | +69,115+26.8% | 加碼 | 歷史 |
| BMBLBumble Inc. | COM CL A | 543,090 | $3,128 萬 | 1.8% | +543,090 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 79,625 | $2,954 萬 | 1.7% | +79,625 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 10,220 | $2,236 萬 | 1.3% | +490+5.0% | 加碼 | 歷史 |
| NCNOnCino, Inc. | COM | 344,060 | $2,062 萬 | 1.2% | +344,060 | 新進 | 歷史 |
| LXLexinFintech Holdings Ltd. | ADR | 1,473,170 | $1,805 萬 | 1.1% | +1,473,170 | 新進 | 歷史 |
| CVNACarvana Co. | CL A | 56,910 | $1,718 萬 | 1.0% | +56,910 | 新進 | 歷史 |
| ETSYEtsy Inc | COM | 66,975 | $1,379 萬 | 0.8% | −168,955−71.6% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 56,740 | $1,376 萬 | 0.8% | −111,793−66.3% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 196,900 | $1,221 萬 | 0.7% | +196,900 | 新進 | 歷史 |
| Ozon Hldgs PLC69269L104 | SPONSORED ADS | 204,140 | $1,197 萬 | 0.7% | +66,860+48.7% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 53,775 | $1,162 萬 | 0.7% | +45,525+551.8% | 加碼 | 歷史 |
| XPXP Inc. | CL A | 236,190 | $1,029 萬 | 0.6% | −112,110−32.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 38,710 | $936.0 萬 | 0.6% | +38,710 | 新進 | 歷史 |
| SIVBSVB Financial Group | COM | 14,255 | $793.2 萬 | 0.5% | +3,655+34.5% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 99,560 | $770.2 萬 | 0.5% | −9,750−8.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,670 | $693.7 萬 | 0.4% | −705−7.5% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 14,725 | $676.2 萬 | 0.4% | +14,725 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 27,450 | $669.2 萬 | 0.4% | −109,100−79.9% | 減碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 139,000 | $551.1 萬 | 0.3% | +139,000 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 20,990 | $527.5 萬 | 0.3% | +6,590+45.8% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 270,720 | $490.8 萬 | 0.3% | −931,025−77.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,414 | $486.4 萬 | 0.3% | +610+75.9% | 加碼 | 歷史 |
| ENVAEnova International, Inc. | COM | 136,525 | $467.1 萬 | 0.3% | −116,530−46.0% | 減碼 | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 80,020 | $424.5 萬 | 0.2% | +80,020 | 新進 | 歷史 |
| DCBODocebo Inc. | COM | 69,475 | $410.1 萬 | 0.2% | −4,050−5.5% | 減碼 | 歷史 |
| SNAPSnap Inc | Stock | 55,890 | $380.8 萬 | 0.2% | −535−0.9% | 減碼 | 歷史 |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 328,265 | $374.9 萬 | 0.2% | +328,265 | 新進 | 歷史 |
| MNDTMandiant, Inc. | COM | 183,760 | $370.6 萬 | 0.2% | +11,300+6.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,780 | $346.2 萬 | 0.2% | −5,026−28.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,250 | $331.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZUOZuora Inc | COM CL A | 184,450 | $318.2 萬 | 0.2% | +184,450 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 37,432 | $318.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 75,400 | $311.8 萬 | 0.2% | +75,400 | 新進 | 歷史 |
| Tio Tech AG8T10C106 | CLASS A ORD SHS | 300,000 | $291.0 萬 | 0.2% | +300,000 | 新進 | – |
| AAPLApple Inc. | Stock | 20,283 | $277.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,024 | $256.6 萬 | 0.2% | −898−46.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,540 | $240.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CNDTCONDUENT Inc | COM | 316,503 | $237.4 萬 | 0.1% | −466,082−59.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,438 | $221.6 萬 | 0.1% | +2,255+13.9% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 30,190 | $203.3 萬 | 0.1% | +30,190 | 新進 | 歷史 |
| LULufax Holding Ltd | ADS REP SHS CL A | 171,900 | $194.2 萬 | 0.1% | +171,900 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 12,400 | $191.8 萬 | 0.1% | +12,400 | 新進 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 8,250 | $184.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 13,200 | $176.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENTGEntegris Inc | COM | 14,020 | $172.4 萬 | 0.1% | −945−6.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,350 | $155.9 萬 | 0.1% | −32,650−85.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 625 | $152.6 萬 | 0.1% | +625 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 5,376 | $148.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,715 | $143.8 萬 | 0.1% | −47,912−92.8% | 減碼 | 歷史 |
| SICPSilvergate Capital Corp | CL A | 12,005 | $136.0 萬 | 0.1% | −269,690−95.7% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 900 | $131.5 萬 | 0.1% | −4,700−83.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 13,490 | $126.7 萬 | 0.1% | +13,490 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 3,400 | $124.1 萬 | 0.1% | +3,400 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,900 | $109.0 萬 | 0.1% | +3,900 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,125 | $103.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 13,200 | $86.8 萬 | 0.1% | +13,200 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 1,430 | $83.3 萬 | <0.1% | −17,655−92.5% | 減碼 | 歷史 |
| ZGZillow Group, Inc. | CL A | 6,765 | $82.9 萬 | <0.1% | −83,435−92.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,345 | $81.5 萬 | <0.1% | −31,290−93.0% | 減碼 | 歷史 |
| LDIloanDepot, Inc. | COM CL A | 60,300 | $77.5 萬 | <0.1% | +60,300 | 新進 | 歷史 |
| WOLFWolfspeed, Inc. | COM | 7,000 | $71.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVLRAvalara, Inc. | COM | 3,620 | $58.6 萬 | <0.1% | +3,620 | 新進 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 1,260 | $58.4 萬 | <0.1% | +1,260 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 370 | $57.6 萬 | <0.1% | −277−42.8% | 減碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 10,030 | $56.1 萬 | <0.1% | +10,030 | 新進 | 歷史 |
| STNEStoneCo Ltd. | COM | 8,090 | $54.3 萬 | <0.1% | +8,090 | 新進 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 24,080 | $51.1 萬 | <0.1% | +24,080 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 140,000 | $48.3 萬 | <0.1% | +140,000 | 新進 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 11,125 | $42.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 4,300 | $39.0 萬 | <0.1% | +363+9.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 12,741 | $33.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FLGTFulgent Genetics, Inc. | COM | 2,425 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATNMActinium Pharmaceuticals, Inc. | COM | 14,100 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Tio Tech AG8T10C114 | *W EXP 04/12/202 | 100,000 | $10.0 萬 | <0.1% | +100,000 | 新進 | – |
2021 年第 1 季之後清倉（10 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 286,145 | $3,831 萬 | 3.0% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 791,450 | $2,363 萬 | 1.9% | 歷史 |
| EVBGEverbridge, Inc. | COM | 102,015 | $1,236 萬 | 1.0% | 歷史 |
| TWLOTwilio Inc | CL A | 17,050 | $581.0 萬 | 0.5% | 歷史 |
| PFPTProofpoint Inc | COM | 44,740 | $562.8 萬 | 0.4% | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 58,941 | $331.8 萬 | 0.3% | 歷史 |
| EXTRExtreme Networks Inc | COM | 311,390 | $272.5 萬 | 0.2% | 歷史 |
| FSLYFastly, Inc. | CL A | 10,375 | $69.8 萬 | 0.1% | 歷史 |
| Leaf Group Ltd52177G102 | COM | 85,082 | $54.9 萬 | <0.1% | – |
| FORRForrester Research, Inc. | COM | 12,600 | $53.5 萬 | <0.1% | 歷史 |