BIT Capital GmbH
- SEC CIK
- 0002053305
- 最新申報
- 2026/8/12
2024 年第 2 季持倉
持倉截至 2024/6/30，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 90
- 較 2024 年第 1 季 −6
- 總值
- $11.0 億
- 較 2024 年第 1 季 −$3,028 萬 (−2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NUNu Holdings Ltd. | ORD SHS CL A | 11,669,355 | $1.50 億 | 13.6% | −456,591−3.8% | 減碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 5,259,749 | $1.06 億 | 9.6% | +1,053,788+25.1% | 加碼 | 歷史 |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 799,809 | $1.03 億 | 9.4% | −94,367−10.6% | 減碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 456,511 | $9,526 萬 | 8.6% | +456,511 | 新進 | 歷史 |
| GRNDGrindr Inc. | COM | 4,896,540 | $5,993 萬 | 5.4% | −1,014,808−17.2% | 減碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 4,703,231 | $5,310 萬 | 4.8% | −4,277,674−47.6% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 370,474 | $4,873 萬 | 4.4% | +165,537+80.8% | 加碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 634,383 | $4,531 萬 | 4.1% | −81,958−11.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 218,589 | $4,224 萬 | 3.8% | −7,402−3.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 304,910 | $3,767 萬 | 3.4% | −171,300−36.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 74,356 | $3,749 萬 | 3.4% | −82,766−52.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 202,816 | $3,525 萬 | 3.2% | +177,242+693.1% | 加碼 | 歷史 |
| HUTHut 8 Corp. | COM | 1,699,548 | $2,548 萬 | 2.3% | −181,914−9.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,655 | $1,862 萬 | 1.7% | +35,768+607.6% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 138,813 | $1,787 萬 | 1.6% | +138,813 | 新進 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 154,132 | $1,661 萬 | 1.5% | −15,513−9.1% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 69,416 | $1,543 萬 | 1.4% | −211,606−75.3% | 減碼 | 歷史 |
| Lilium N VN52586109 | CLASS A ORD SHS | 18,788,538 | $1,493 萬 | 1.4% | +7,279,479+63.2% | 加碼 | – |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 104,638 | $1,427 萬 | 1.3% | −5,000−4.6% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 34,780 | $1,023 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CORZCore Scientific, Inc. | COM | 1,057,259 | $983.3 萬 | 0.9% | +1,057,259 | 新進 | 歷史 |
| LULufax Holding Ltd | SPONSORED ADR | 3,585,728 | $849.8 萬 | 0.8% | +1,048,944+41.3% | 加碼 | 歷史 |
| INTRInter & Co, Inc. | CLASS A COM | 1,265,186 | $778.1 萬 | 0.7% | +11,215+0.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 94,096 | $683.9 萬 | 0.6% | −52,712−35.9% | 減碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 728,018 | $665.4 萬 | 0.6% | +246,006+51.0% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 90,005 | $580.4 萬 | 0.5% | +20,245+29.0% | 加碼 | 歷史 |
| Bitfarms Ltd Com09173B107 | Stock | 2,154,757 | $553.8 萬 | 0.5% | −223,953−9.4% | 減碼 | – |
| LMNDLemonade, Inc. | Stock | 320,664 | $529.1 萬 | 0.5% | +320,664 | 新進 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 322,870 | $466.9 萬 | 0.4% | −31,278−8.8% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 203,542 | $462.2 萬 | 0.4% | −76,044−27.2% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 87,154 | $462.0 萬 | 0.4% | +9,540+12.3% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 528,288 | $440.1 萬 | 0.4% | +46,526+9.7% | 加碼 | 歷史 |
| WULFTerawulf Inc. | COM | 908,029 | $404.1 萬 | 0.4% | +908,029 | 新進 | 歷史 |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 355,149 | $364.4 萬 | 0.3% | −289,775−44.9% | 減碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 828,832 | $344.0 萬 | 0.3% | +52,897+6.8% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 129,213 | $327.3 萬 | 0.3% | −9,484−6.8% | 減碼 | 歷史 |
| MBLYMobileye Global Inc. | Stock | 107,939 | $303.1 萬 | 0.3% | −863,006−88.9% | 減碼 | 歷史 |
| AGENAgenus Inc | COM NEW | 154,435 | $258.7 萬 | 0.2% | 00.0% | 不變依 1 比 20 拆股換算 | 歷史 |
| RDDTReddit, Inc. | Stock | 38,712 | $247.3 萬 | 0.2% | +38,712 | 新進 | 歷史 |
| OSCROscar Health, Inc. | CL A | 154,225 | $244.0 萬 | 0.2% | +7,039+4.8% | 加碼 | 歷史 |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 160,597 | $234.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 80,972 | $215.5 萬 | 0.2% | −61,734−43.3% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 4,694 | $201.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 86,177 | $200.1 萬 | 0.2% | +4,177+5.1% | 加碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 101,235 | $192.3 萬 | 0.2% | +12,235+13.7% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 145,556 | $189.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INCYIncyte Corp | COM | 29,551 | $179.1 萬 | 0.2% | +7,097+31.6% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 58,189 | $175.8 萬 | 0.2% | −899,847−93.9% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 79,786 | $163.8 萬 | 0.1% | +12,822+19.1% | 加碼 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 555,069 | $162.1 萬 | 0.1% | +555,069 | 新進 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 106,182 | $146.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHRSCoherus Oncology, Inc. | COM | 838,947 | $145.1 萬 | 0.1% | −20,814−2.4% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 32,255 | $132.6 萬 | 0.1% | −8,745−21.3% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 31,223 | $130.8 萬 | 0.1% | −100−0.3% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 947 | $130.4 萬 | 0.1% | +947 | 新進 | 歷史 |
| BAPCredicorp Ltd | COM | 7,964 | $128.5 萬 | 0.1% | +3,099+63.7% | 加碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 336,978 | $119.6 萬 | 0.1% | +143,577+74.2% | 加碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 253,394 | $118.1 萬 | 0.1% | −21,913−8.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,495 | $117.6 萬 | 0.1% | −13,004−89.7% | 減碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 48,483 | $114.4 萬 | 0.1% | +48,483 | 新進 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 11,925 | $111.8 萬 | 0.1% | +11,925 | 新進 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 32,749 | $111.0 萬 | 0.1% | +18,845+135.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 5,474 | $107.6 萬 | 0.1% | +5,474 | 新進 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 175,052 | $104.2 萬 | 0.1% | −105,034−37.5% | 減碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 17,025 | $104.0 萬 | 0.1% | +17,025 | 新進 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 22,738 | $103.9 萬 | 0.1% | +10,795+90.4% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 8,392 | $102.9 萬 | 0.1% | +8,392 | 新進 | 歷史 |
| Lilium N VN52586117 | *W EXP 09/14/202 | 12,442,384 | $102.3 萬 | 0.1% | +10,327,000+488.2% | 加碼 | – |
| BFHBread Financial Holdings, Inc. | COM | 22,803 | $101.6 萬 | 0.1% | +22,803 | 新進 | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 54,050 | $86.2 萬 | 0.1% | −134,075−71.3% | 減碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 79,562 | $85.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,101 | $82.9 萬 | 0.1% | −33,083−89.0% | 減碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 21,020 | $79.2 萬 | 0.1% | +21,020 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,675 | $78.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 3,648 | $76.8 萬 | 0.1% | +3,648 | 新進 | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 32,820 | $73.7 萬 | 0.1% | +32,820 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 304,760 | $70.4 萬 | 0.1% | +124,052+68.6% | 加碼 | 歷史 |
| ATNMActinium Pharmaceuticals, Inc. | COM | 89,668 | $66.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRDFCardiff Oncology, Inc. | COM | 295,518 | $65.6 萬 | 0.1% | +59,339+25.1% | 加碼 | 歷史 |
| OPTNOptiNose, Inc. | COM | 624,007 | $64.9 萬 | 0.1% | +624,007 | 新進 | 歷史 |
| TNYATenaya Therapeutics, Inc. | COM | 200,668 | $62.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 30,184 | $62.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 174,987 | $60.9 萬 | 0.1% | −34,491−16.5% | 減碼 | 歷史 |
| LXLexinFintech Holdings Ltd. | ADR | 357,042 | $58.9 萬 | 0.1% | −313,875−46.8% | 減碼 | 歷史 |
| HOWLWerewolf Therapeutics, Inc. | COM | 233,370 | $56.9 萬 | 0.1% | +233,370 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 72,486 | $47.9 萬 | <0.1% | −1,412,391−95.1% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 8,000 | $47.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 145,621 | $26.8 萬 | <0.1% | +145,481+103,915.0% | 加碼 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM NEW | 81,000 | $15.9 萬 | <0.1% | −249,187−75.5% | 減碼 | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 103,232 | $13.7 萬 | <0.1% | 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AMZNAmazon Com Inc | Stock | – | $4,831 萬 |
| HIMSHims & Hers Health, Inc. | Stock | – | $2,524 萬 |
| DUOLDuolingo, Inc. | CL A COM | – | $2,087 萬 |
| MUMicron Technology Inc | Stock | – | $1,973 萬 |
| METAMeta Platforms, Inc. | Stock | – | $1,891 萬 |
| SESea Ltd | SPONSORD ADS | – | $1,607 萬 |
| BPMCBlueprint Medicines Corp | COM | – | $808.4 萬 |
| MSTRStrategy Inc | Stock | – | $757.6 萬 |
| BBDBank Bradesco | SP ADR PFD NEW | $465.9 萬 | – |
| AMATApplied Materials Inc | Stock | – | $363.4 萬 |
| AMDAdvanced Micro Devices Inc | Stock | – | $228.7 萬 |
| VKTXViking Therapeutics, Inc. | COM | – | $119.3 萬 |
2024 年第 1 季之後清倉（25 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 157,784 | $2,774 萬 | 2.4% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 57,625 | $950.6 萬 | 0.8% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 43,924 | $792.8 萬 | 0.7% | 歷史 |
| SSentinelOne, Inc. | CL A | 194,461 | $453.3 萬 | 0.4% | 歷史 |
| SYFSynchrony Financial | COM | 103,441 | $446.0 萬 | 0.4% | 歷史 |
| BTBTBit Digital, Inc | SHS | 1,421,656 | $408.0 萬 | 0.4% | 歷史 |
| BASECouchbase, Inc. | COM | 125,630 | $330.5 萬 | 0.3% | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 40,084 | $284.8 萬 | 0.3% | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,911 | $253.3 萬 | 0.2% | 歷史 |
| SNPSSynopsys Inc | COM | 4,384 | $250.5 萬 | 0.2% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,144 | $211.3 萬 | 0.2% | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 32,112 | $173.9 萬 | 0.2% | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 463,261 | $156.1 萬 | 0.1% | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 108,624 | $149.4 萬 | 0.1% | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 90,000 | $141.6 萬 | 0.1% | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 168,090 | $137.3 萬 | 0.1% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 152,439 | $126.5 萬 | 0.1% | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 91,656 | $126.0 萬 | 0.1% | 歷史 |
| STTKShattuck Labs, Inc. | COM | 125,916 | $112.6 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 13,969 | $107.8 萬 | 0.1% | 歷史 |
| ALECAlector, Inc. | COM | 141,372 | $85.1 萬 | 0.1% | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 18,043 | $72.5 萬 | 0.1% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 250,910 | $54.7 萬 | <0.1% | 歷史 |
| DKNGDraftKings Inc. | Stock | 7,055 | $32.0 萬 | <0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 28 | $1.00 萬 | <0.1% | 歷史 |