BIT Capital GmbH
- SEC CIK
- 0002053305
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 80
- 較 2025 年第 1 季 −5
- 總值
- $15.3 億
- 較 2025 年第 1 季 +$7.04 億 (+84.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IRENIREN Ltd | ORDINARY SHARES | 16,233,882 | $2.37 億 | 15.4% | +273,390+1.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 671,795 | $1.06 億 | 6.9% | +651,590+3,224.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 825,108 | $1.02 億 | 6.6% | +323,056+64.3% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 1,047,775 | $9,810 萬 | 6.4% | −221,474−17.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 357,272 | $7,838 萬 | 5.1% | +217,728+156.0% | 加碼 | 歷史 |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 814,163 | $6,911 萬 | 4.5% | −116,903−12.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 303,484 | $6,874 萬 | 4.5% | +264,542+679.3% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 3,672,321 | $6,687 萬 | 4.4% | +3,658,770+27,000.0% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 190,924 | $6,433 萬 | 4.2% | −23,051−10.8% | 減碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 1,251,656 | $6,240 萬 | 4.1% | −390,837−23.8% | 減碼 | 歷史 |
| HUTHut 8 Corp. | COM | 2,881,442 | $5,359 萬 | 3.5% | +456,957+18.8% | 加碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 450,583 | $4,716 萬 | 3.1% | −44,907−9.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 309,458 | $4,391 萬 | 2.9% | +307,761+18,135.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 57,621 | $4,253 萬 | 2.8% | +21,082+57.7% | 加碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 8,579,027 | $4,101 萬 | 2.7% | +2,302,839+36.7% | 加碼 | 歷史 |
| HNGEHinge Health, Inc. | CL A | 756,204 | $3,913 萬 | 2.5% | +756,204 | 新進 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 452,844 | $3,260 萬 | 2.1% | +452,844 | 新進 | 歷史 |
| LMNDLemonade, Inc. | Stock | 740,921 | $3,246 萬 | 2.1% | +378,012+104.2% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 87,345 | $3,061 萬 | 2.0% | +14,088+19.2% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 426,341 | $2,948 萬 | 1.9% | −150,333−26.1% | 減碼 | 歷史 |
| OSCROscar Health, Inc. | CL A | 961,119 | $2,061 萬 | 1.3% | −3,560,326−78.7% | 減碼 | 歷史 |
| GRNDGrindr Inc. | COM | 903,533 | $2,051 萬 | 1.3% | −1,973,250−68.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 54,586 | $1,505 萬 | 1.0% | +54,055+10,179.8% | 加碼 | 歷史 |
| SMLRSemler Scientific, Inc. | COM | 329,408 | $1,276 萬 | 0.8% | +329,408 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 107,029 | $1,235 萬 | 0.8% | +107,029 | 新進 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 937,438 | $1,059 萬 | 0.7% | +251,601+36.7% | 加碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 25,156 | $1,031 萬 | 0.7% | −122,499−83.0% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 96,089 | $1,023 萬 | 0.7% | +85,503+807.7% | 加碼 | 歷史 |
| CORZCore Scientific, Inc. | COM | 475,217 | $811.2 萬 | 0.5% | +438,303+1,187.4% | 加碼 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 336,756 | $737.5 萬 | 0.5% | +336,756 | 新進 | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 622,530 | $686.7 萬 | 0.4% | +37,284+6.4% | 加碼 | 歷史 |
| SBETSharplink, Inc. | COM NEW | 597,311 | $593.1 萬 | 0.4% | +597,311 | 新進 | 歷史 |
| HEPSD-MARKET Electronic Services & Trading | SPONSORED ADS | 1,569,011 | $423.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Silvia, Inc.G2296A109 | SHS CL A | 394,585 | $419.0 萬 | 0.3% | +394,585 | 新進 | – |
| WULFTerawulf Inc. | COM | 950,154 | $416.2 萬 | 0.3% | −731,725−43.5% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 9,529 | $385.2 萬 | 0.3% | +9,529 | 新進 | 歷史 |
| Bitfarms Ltd Com09173B107 | Stock | 4,349,049 | $365.4 萬 | 0.2% | −854,700−16.4% | 減碼 | – |
| XMTRXometry, Inc. | CLASS A COM | 101,958 | $344.5 萬 | 0.2% | +101,958 | 新進 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 683,424 | $343.8 萬 | 0.2% | +289,463+73.5% | 加碼 | 歷史 |
| BAPCredicorp Ltd | COM | 9,776 | $218.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,884 | $193.7 萬 | 0.1% | +1,884 | 新進 | 歷史 |
| RBRKRubrik, Inc. | Stock | 20,821 | $186.5 萬 | 0.1% | +7,861+60.7% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,013 | $166.7 萬 | 0.1% | +177+9.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,478 | $132.6 萬 | 0.1% | +739+12.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,346 | $126.0 萬 | 0.1% | +381+9.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,493 | $124.0 萬 | 0.1% | −169−6.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,500 | $115.3 萬 | 0.1% | +6,500 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 778 | $104.2 萬 | 0.1% | +585+303.1% | 加碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,598 | $89.5 萬 | 0.1% | +403+7.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,650 | $84.0 萬 | 0.1% | +381+30.0% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 17,560 | $75.8 萬 | <0.1% | −540,086−96.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,264 | $67.8 萬 | <0.1% | +3,205+79.0% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,247 | $56.2 萬 | <0.1% | +415+10.8% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,750 | $53.9 萬 | <0.1% | +4,750 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 6,219 | $48.5 萬 | <0.1% | +6,219 | 新進 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 33,740 | $46.3 萬 | <0.1% | +942+2.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,282 | $41.8 萬 | <0.1% | −338−12.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 750 | $40.8 萬 | <0.1% | +421+128.0% | 加碼 | 歷史 |
| BRZEBraze, Inc. | Stock | 13,595 | $38.2 萬 | <0.1% | +13,595 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,177 | $36.7 萬 | <0.1% | +318+37.0% | 加碼 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 98,660 | $36.0 萬 | <0.1% | +76,344+342.1% | 加碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 28,668 | $29.0 萬 | <0.1% | +2,005+7.5% | 加碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 1,423 | $18.2 萬 | <0.1% | −76,379−98.2% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 4,278 | $15.2 萬 | <0.1% | −38,416−90.0% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 4,220 | $8.87 萬 | <0.1% | −38,495−90.1% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 158 | $8.71 萬 | <0.1% | −1,689−91.4% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,055 | $7.47 萬 | <0.1% | −19,600−90.5% | 減碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 2,230 | $7.42 萬 | <0.1% | −19,238−89.6% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,955 | $7.19 萬 | <0.1% | −3,089−61.2% | 減碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,176 | $6.83 萬 | <0.1% | −38,611−94.7% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,261 | $6.73 萬 | <0.1% | −3,176−71.6% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 3,181 | $6.38 萬 | <0.1% | −16,205−83.6% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 3,603 | $6.13 萬 | <0.1% | −12,168−77.2% | 減碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 2,706 | $6.01 萬 | <0.1% | −22,716−89.4% | 減碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 8,413 | $5.47 萬 | <0.1% | −108,152−92.8% | 減碼 | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 23,218 | $5.08 萬 | <0.1% | −415,889−94.7% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 3,533 | $4.94 萬 | <0.1% | −68,147−95.1% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,254 | $4.14 萬 | <0.1% | +1,254 | 新進 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 4,832 | $3.32 萬 | <0.1% | +4,832 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 5,106 | $2.79 萬 | <0.1% | −36,881−87.8% | 減碼 | 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 |
|---|---|---|---|
| SOFISoFi Technologies, Inc. | Stock | – | $7,085 萬 |
| TSLATesla, Inc. | Stock | $3,910 萬 | – |
| MSTRStrategy Inc | Stock | – | $3,032 萬 |
| CRWVCoreWeave, Inc. | Stock | $2,055 萬 | – |
| BBDBank Bradesco | SP ADR PFD NEW | $1,329 萬 | – |
| MARAMARA Holdings, Inc. | COM | – | $1,176 萬 |
| COINCoinbase Global, Inc. | COM CL A | – | $564.3 萬 |
| UPWKUpwork, Inc | COM | $436.8 萬 | – |
| IRENIREN Ltd | ORDINARY SHARES | – | $145.7 萬 |
| HIMSHims & Hers Health, Inc. | Stock | – | $99.7 萬 |
| HUTHut 8 Corp. | COM | – | $74.4 萬 |
| MUMicron Technology Inc | Stock | – | $2.46 萬 |
2025 年第 1 季之後清倉（21 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RDDTReddit, Inc. | Stock | 111,159 | $1,166 萬 | 1.4% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 30,257 | $133.5 萬 | 0.2% | 歷史 |
| MRUSMerus N.V. | COM | 29,612 | $124.6 萬 | 0.2% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 246,320 | $70.4 萬 | 0.1% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 17,352 | $58.2 萬 | 0.1% | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 14,610 | $57.1 萬 | 0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 48,533 | $52.1 萬 | 0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 835 | $47.2 萬 | 0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 4,129 | $46.5 萬 | 0.1% | 歷史 |
| AGNTAGNT, Inc. | COM | 36,144 | $35.3 萬 | <0.1% | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 3,570 | $35.0 萬 | <0.1% | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 2,414 | $34.8 萬 | <0.1% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 5,407 | $34.3 萬 | <0.1% | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,013 | $31.9 萬 | <0.1% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 199,359 | $30.9 萬 | <0.1% | 歷史 |
| AAPLApple Inc. | Stock | 1,256 | $27.9 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,545 | $27.8 萬 | <0.1% | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 11,878 | $26.4 萬 | <0.1% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 101,070 | $22.7 萬 | <0.1% | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 117,062 | $16.3 萬 | <0.1% | 歷史 |
| LSPDLightspeed Commerce Inc. | SUB VTG SHS | 17,200 | $15.1 萬 | <0.1% | 歷史 |