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BIT Capital GmbH

SEC CIK
0002053305
最新申報
2026/8/12

2022 年第 2 季持倉

持倉截至 2022/6/30,2025/2/12 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
100
較 2022 年第 1 季 −47
總值
$6.81 億
較 2022 年第 1 季 −$2.93 億 (−30.1%)
申報日
2025/2/12
SEC
BIT Capital GmbH 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
QFINQfin Holdings, Inc.AMERICAN DEP4,523,058$7,825 萬11.5%−1,411,361−23.8%減碼歷史
OPENOpendoor Technologies Inc.COM14,297,925$6,734 萬9.9%−2,752,151−16.1%減碼歷史
FINVFinVolution GroupSPONSORED ADS13,831,401$6,570 萬9.7%−1,720,434−11.1%減碼歷史
DUOLDuolingo, Inc.CL A COM573,330$5,020 萬7.4%−78,243−12.0%減碼歷史
NUNu Holdings Ltd.ORD SHS CL A9,230,929$3,452 萬5.1%+7,193,318+353.0%加碼歷史
METAMeta Platforms, Inc.Stock213,432$3,442 萬5.1%+213,311+176,290.1%加碼歷史
UPWKUpwork, IncCOM1,580,608$3,269 萬4.8%+771,261+95.3%加碼歷史
MMYTMakeMyTrip LtdStock1,207,237$3,100 萬4.6%−446,393−27.0%減碼歷史
GOOGLAlphabet Inc.Stock13,737$2,994 萬4.4%+13,321+3,202.2%加碼歷史
OKTAOkta, Inc.CL A307,342$2,778 萬4.1%+302,581+6,355.4%加碼歷史
NOWServiceNow, Inc.Stock48,189$2,291 萬3.4%+48,189新進歷史
TWLOTwilio IncCL A270,468$2,267 萬3.3%+198,009+273.3%加碼歷史
PANWPalo Alto Networks IncStock44,735$2,210 萬3.2%+24,213+118.0%加碼歷史
SOFISoFi Technologies, Inc.Stock4,116,790$2,170 萬3.2%+3,723,718+947.3%加碼歷史
MSFTMicrosoft CorpStock60,235$1,547 萬2.3%+15,685+35.2%加碼歷史
AMZNAmazon Com IncStock140,042$1,487 萬2.2%+139,842+69,921.0%加碼依 20 比 1 拆股換算歷史
TIGRUP Fintech Holding LtdSPONSORED ADS1,866,054$878.9 萬1.3%−1,482,239−44.3%減碼歷史
SIVBSVB Financial GroupCOM19,444$768.0 萬1.1%−36,635−65.3%減碼歷史
NFLXNetflix IncStock37,265$651.7 萬1.0%+9,963+36.5%加碼歷史
COINCoinbase Global, Inc.COM CL A128,689$605.1 萬0.9%−198,412−60.7%減碼歷史
XYZBlock, Inc.CL A73,342$450.8 萬0.7%+25,795+54.3%加碼歷史
SICPSilvergate Capital CorpCL A66,852$357.9 萬0.5%+22,226+49.8%加碼歷史
SESea LtdSPONSORD ADS47,878$320.1 萬0.5%+27,218+131.7%加碼歷史
BAPCredicorp LtdCOM25,599$307.0 萬0.5%+25,599新進歷史
CVNACarvana Co.CL A127,032$286.8 萬0.4%+126,888+88,116.7%加碼歷史
AAPLApple Inc.Stock19,595$267.9 萬0.4%+19,353+7,997.1%加碼歷史
MSTRStrategy IncStock15,085$247.8 萬0.4%+7,892+109.7%加碼歷史
CANCanaan Inc.SPONSORED ADS746,566$240.4 萬0.4%+681,111+1,040.6%加碼歷史
FUTUFutu Holdings LtdSPON ADS CL A45,715$238.7 萬0.4%−75,050−62.1%減碼歷史
NBISNebius Group N.V.Stock118,482$224.4 萬0.3%−441−0.4%減碼歷史
ABNBAirbnb, Inc.Stock24,801$220.9 萬0.3%−150,045−85.8%減碼歷史
Signature BK New York N Y82669G104COM11,772$211.0 萬0.3%+11,772新進–
SHLSShoals Technologies Group, Inc.CL A122,874$202.5 萬0.3%+122,874新進歷史
OSCROscar Health, Inc.CL A472,170$200.7 萬0.3%00.0%不變歷史
SEDGSolaredge Technologies, Inc.COM7,256$198.6 萬0.3%−2,174−23.1%減碼歷史
LILi Auto Inc.SPONSORED ADS48,242$184.8 萬0.3%−161,424−77.0%減碼歷史
NIONIO Inc.ADR75,235$163.4 萬0.2%+74,585+11,474.6%加碼歷史
IRENIREN LtdORDINARY SHARES412,117$138.1 萬0.2%+412,117新進歷史
XPEVXpeng Inc.ADS43,460$137.9 萬0.2%+43,460新進歷史
RIOTRiot Platforms, Inc.COM311,990$130.7 萬0.2%+147,637+89.8%加碼歷史
NVDANVIDIA CorpStock7,894$119.7 萬0.2%−9,587−54.8%減碼歷史
ARRYArray Technologies, Inc.COM SHS108,515$119.5 萬0.2%+108,515新進歷史
CFLTConfluent, Inc.CLASS A COM49,704$115.5 萬0.2%+19,576+65.0%加碼歷史
GNRCGenerac Holdings Inc.Stock5,246$110.5 萬0.2%+5,246新進歷史
MELIMercadolibre IncCOM1,716$109.3 萬0.2%+1,703+13,100.0%加碼歷史
HYZNHyzon Motors Inc.COMMON STOCK359,260$105.6 萬0.2%+359,260新進歷史
UPSTUpstart Holdings, Inc.COM32,639$103.2 萬0.2%−1,146,271−97.2%減碼歷史
SPSCSPS Commerce IncCOM8,878$100.4 萬0.1%+8,878新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,990$98.0 萬0.1%−12,055−50.1%減碼歷史
MARAMARA Holdings, Inc.COM180,407$96.3 萬0.1%+60,352+50.3%加碼歷史
CORZCore Scientific, Inc.COMMON STOCK625,857$93.3 萬0.1%+80,034+14.7%加碼歷史
AVLRAvalara, Inc.COM12,928$91.3 萬0.1%+12,928新進歷史
OPADOfferpad Solutions Inc.COM CL A407,008$88.7 萬0.1%−728,142−64.1%減碼歷史
Bitfarms Ltd Com09173B107Stock787,323$88.2 萬0.1%−368,752−31.9%減碼–
UNHUnitedHealth Group IncStock1,697$87.2 萬0.1%+424+33.3%加碼歷史
FTNTFortinet, Inc.Stock15,235$86.2 萬0.1%+15,235新進歷史
MANHManhattan Associates IncStock7,469$85.6 萬0.1%+7,469新進歷史
CDNSCadence Design Systems IncStock5,516$82.8 萬0.1%−500−8.3%減碼歷史
SNOWSnowflake Inc.Stock5,828$81.0 萬0.1%−61,317−91.3%減碼歷史
MRUSMerus N.V.COM34,606$78.3 萬0.1%+30,045+658.7%加碼歷史
EXFYExpensify, Inc.COM CL A42,939$76.4 萬0.1%+42,939新進歷史
PCORProcore Technologies, Inc.COM15,683$71.2 萬0.1%+15,683新進歷史
KLACKLA CorpCOM NEW2,220$70.8 萬0.1%+2,220新進歷史
WDAYWorkday, Inc.CL A4,885$68.2 萬0.1%+4,885新進歷史
AMBAAmbarella IncSHS10,310$67.5 萬0.1%+4,606+80.8%加碼歷史
ASANAsana, Inc.CL A35,595$62.6 萬0.1%−587,837−94.3%減碼歷史
RPDRapid7, Inc.COM9,088$60.7 萬0.1%+9,088新進歷史
MRVLMarvell Technology, Inc.COM13,903$60.5 萬0.1%+10,555+315.3%加碼歷史
QCOMQualcomm IncStock4,575$58.4 萬0.1%−2,380−34.2%減碼歷史
WOLFWolfspeed, Inc.Stock8,881$56.3 萬0.1%−3,312−27.2%減碼歷史
LSCCLattice Semiconductor CorpCOM11,300$54.8 萬0.1%+11,300新進歷史
CRWDCrowdStrike Holdings, Inc.Stock3,113$52.5 萬0.1%−41,440−93.0%減碼歷史
DLOdLocal LtdCLASS A COM19,923$52.3 萬0.1%+19,923新進歷史
INTUIntuit Inc.Stock1,309$50.5 萬0.1%+1,253+2,237.5%加碼歷史
HUTHut 8 Corp.Common Stock375,066$49.9 萬0.1%−193,643−34.0%減碼歷史
ONCTOncternal Therapeutics, Inc.COM417,000$45.3 萬0.1%+417,000新進歷史
ATAIAtai Beckley N.V.SHS103,232$37.6 萬0.1%00.0%不變歷史
KZRKezar Life Sciences, Inc.COM40,700$35.6 萬0.1%−32,050−44.1%減碼歷史
BLUEbluebird bio, Inc.COM71,550$32.8 萬<0.1%+71,550新進歷史
IMGNImmunoGen, Inc.COM66,700$30.0 萬<0.1%−7,000−9.5%減碼歷史
MUMicron Technology IncStock5,240$29.0 萬<0.1%−9,956−65.5%減碼歷史
DVDoubleVerify Holdings, Inc.COM11,899$27.0 萬<0.1%+11,899新進歷史
MQMarqeta, Inc.CLASS A COM31,322$25.4 萬<0.1%+31,322新進歷史
KURAKura Oncology, Inc.COM12,500$22.9 萬<0.1%00.0%不變歷史
HOODRobinhood Markets, Inc.Stock25,241$20.7 萬<0.1%−148,885−85.5%減碼歷史
ARVNArvinas, Inc.COM4,550$19.2 萬<0.1%00.0%不變歷史
Vulcan Infrastructure & Power Inc.39531G100CLASS A COM45,177$12.4 萬<0.1%−206,085−82.0%減碼–
AMDAdvanced Micro Devices IncStock1,614$12.3 萬<0.1%−13,331−89.2%減碼歷史
PLTRPalantir Technologies Inc.Stock12,741$11.6 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock1,592$11.1 萬<0.1%−4,716−74.8%減碼歷史
DNTHDianthus Therapeutics, Inc.COM76,500$9.56 萬<0.1%+35,000+84.3%加碼歷史
RLAYRelay Therapeutics, Inc.COM4,490$7.52 萬<0.1%−10−0.2%減碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR800$7.44 萬<0.1%00.0%不變歷史
JSPRJasper Therapeutics, Inc.COM30,000$5.79 萬<0.1%00.0%不變歷史
TRMLTourmaline Bio, Inc.COM7,467$5.55 萬<0.1%+7,467新進歷史
GRTXGalera Therapeutics, Inc.COM30,000$3.90 萬<0.1%−20,000−40.0%減碼歷史
Tio Tech AG8T10C114*W EXP 04/12/202220,079$2.20 萬<0.1%+220,079新進–
SYRESpyre Therapeutics, Inc.COM25,000$1.26 萬<0.1%00.0%不變歷史
CABACabaletta Bio, Inc.COM10,000$1.06 萬<0.1%00.0%不變歷史
BRDSBird Global, Inc.COM CL A8,605––00.0%不變歷史

選擇權(12 檔)

同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。

BIT Capital GmbH 在 2022 年第 2 季的選擇權部位
證券類別賣權買權
OPENOpendoor Technologies Inc.COM–$3,014 萬
UPSTUpstart Holdings, Inc.COM–$1,812 萬
SESea LtdSPONSORD ADS–$320.9 萬
COINCoinbase Global, Inc.COM CL A–$192.8 萬
CVNACarvana Co.CL A–$56.5 萬
OSCROscar Health, Inc.CL A–$21.3 萬
NIONIO Inc.ADR–$15.2 萬
NEUENeueHealth, Inc.COM–$14.6 萬
ALGNAlign Technology IncCOM–$7.10 萬
GRTXGalera Therapeutics, Inc.COM–$6.50 萬
ONCTOncternal Therapeutics, Inc.COM–$5.43 萬
DOCSDoximity, Inc.CL A–$5.22 萬

2022 年第 1 季之後清倉(73 檔)

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

BIT Capital GmbH 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
PDDPDD Holdings Inc.SPONSORED ADS250,498$1,005 萬1.0%歷史
SHOPShopify Inc.Stock11,380$769.2 萬0.8%歷史
IBKRInteractive Brokers Group, Inc.Stock78,349$516.4 萬0.5%歷史
TENBTenable Holdings, Inc.COM70,966$410.1 萬0.4%歷史
VRNSVaronis Systems IncCOM83,923$399.0 萬0.4%歷史
CHGGChegg, IncCOM109,349$396.7 萬0.4%歷史
BKNGBooking Holdings Inc.Stock1,680$394.5 萬0.4%歷史
TRIPTripAdvisor, Inc.COM129,383$350.9 萬0.4%歷史
ZSZscaler, Inc.Stock13,299$320.9 萬0.3%歷史
COURCoursera, Inc.COM138,041$318.0 萬0.3%歷史
EBEventbrite, Inc.COM CL A190,036$280.7 萬0.3%歷史
Tio Tech AG8T10C122UNIT 04/12/2028237,579$234.3 萬0.2%–
AMATApplied Materials IncStock15,557$205.0 萬0.2%歷史
PDPagerDuty, Inc.COM51,012$174.4 萬0.2%歷史
RTXRTX CorpStock14,500$143.7 萬0.1%歷史
EXPEExpedia Group, Inc.Stock6,882$134.7 萬0.1%歷史
BTBTBit Digital, IncSHS224,699$80.9 萬0.1%歷史
VCSAVacasa, Inc.CLASS A COM95,895$79.3 萬0.1%歷史
ESTCElastic N.V.ORD SHS8,759$77.9 萬0.1%歷史
DTDynatrace, Inc.Stock15,532$73.2 萬0.1%歷史
TSLATesla, Inc.Stock658$70.9 萬0.1%歷史
DISWalt Disney CoStock5,031$69.0 萬0.1%歷史
CLSKCleanspark, Inc.COM NEW53,115$65.7 萬0.1%歷史
BMBLBumble Inc.COM CL A21,659$62.8 萬0.1%歷史
PATHUiPath, Inc.Stock28,470$61.5 萬0.1%歷史
NRDYNerdy Inc.CL A COM116,161$59.1 萬0.1%歷史
JDJD.com, Inc.SPON ADS CL A7,547$43.7 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock1,863$37.6 萬<0.1%歷史
WRBYWarby Parker Inc.CL A COM10,950$37.0 萬<0.1%歷史
CRNXCrinetics Pharmaceuticals, Inc.COM9,500$20.9 萬<0.1%歷史
CIFRCipher Digital Inc.COM37,193$13.5 萬<0.1%歷史
KPTIKaryopharm Therapeutics Inc.COM13,000$9.58 萬<0.1%歷史
KROSKeros Therapeutics, Inc.COM1,700$9.24 萬<0.1%歷史
CCCCC4 Therapeutics, Inc.COM STK3,800$9.22 萬<0.1%歷史
YMABY-mAbs Therapeutics, Inc.COM7,000$8.32 萬<0.1%歷史
VSTMVerastem, Inc.COM50,000$7.05 萬<0.1%歷史
ZNGAZynga IncCL A6,091$5.63 萬<0.1%歷史
PRVBProvention Bio, Inc.COM7,500$5.49 萬<0.1%歷史
SPGIS&P Global Inc.Stock128$5.25 萬<0.1%歷史
VVisa Inc.Stock222$4.92 萬<0.1%歷史
COFCapital One Financial CorpStock366$4.81 萬<0.1%歷史
GNCAGenocea Biosciences, Inc.COM NEW35,000$4.38 萬<0.1%歷史
NKENIKE, Inc.Stock324$4.36 萬<0.1%歷史
GTHXG1 Therapeutics, Inc.COM5,000$3.80 萬<0.1%歷史
ISOIsoPlexis CorpCOM10,572$3.63 萬<0.1%歷史
ITGartner IncCOM118$3.51 萬<0.1%歷史
LULUlululemon athletica inc.Stock93$3.40 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW109$3.29 萬<0.1%歷史
ILMNIllumina, Inc.COM89$3.11 萬<0.1%歷史
DXCMDexcom IncCOM55$2.81 萬<0.1%歷史
VEEVVeeva Systems IncStock132$2.80 萬<0.1%歷史
ZMZoom Communications, Inc.Stock218$2.56 萬<0.1%歷史
ANETArista Networks, Inc.COM214$2.54 萬<0.1%歷史
XPXP Inc.CL A801$2.41 萬<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM905$2.39 萬<0.1%歷史
CRMSalesforce, Inc.Stock111$2.36 萬<0.1%歷史
ZGZillow Group, Inc.CL A437$2.11 萬<0.1%歷史
MTCHMatch Group, Inc.COM192$2.09 萬<0.1%歷史
DOCUDocuSign, Inc.Stock192$2.06 萬<0.1%歷史
TTDTrade Desk, Inc.Stock276$1.91 萬<0.1%歷史
ETSYEtsy IncCOM152$1.89 萬<0.1%歷史
FVRRFiverr International Ltd.ORD SHS247$1.88 萬<0.1%歷史
TDOCTeladoc Health, Inc.COM249$1.80 萬<0.1%歷史
HUBSHubSpot IncCOM35$1.66 萬<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A357$1.65 萬<0.1%歷史
ROKURoku, IncCOM CL A122$1.53 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A1,669$1.50 萬<0.1%歷史
FSLYFastly, Inc.CL A862$1.50 萬<0.1%歷史
Farfetch Ltd30744W107ORD SH CL A965$1.46 萬<0.1%–
PAGSPagSeguro Digital Ltd.COM CL A701$1.41 萬<0.1%歷史
NVTAInvitae CorpCOM1,656$1.32 萬<0.1%歷史
NETCloudflare, Inc.CL A COM109$1.30 萬<0.1%歷史
EXLSExlService Holdings, Inc.COM30$4,298<0.1%歷史