BIT Capital GmbH
- SEC CIK
- 0002053305
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 82
- 較 2026 年第 1 季 +6
- 總值
- $29.2 億
- 較 2026 年第 1 季 +$11.3 億 (+62.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IRENIREN Ltd | ORDINARY SHARES | 7,032,519 | $3.22 億 | 11.0% | +505,417+7.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 933,227 | $2.22 億 | 7.6% | +156,581+20.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 183,294 | $2.12 億 | 7.3% | −123,535−40.3% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 1,983,054 | $1.99 億 | 6.8% | +1,895,844+2,173.9% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 85,743 | $1.95 億 | 6.7% | +85,743 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 343,221 | $1.64 億 | 5.6% | +7,942+2.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 504,075 | $1.50 億 | 5.1% | +504,075 | 新進 | 歷史 |
| NAVNNavan, Inc. | CL A | 5,210,700 | $1.19 億 | 4.1% | +4,980,897+2,167.5% | 加碼 | 歷史 |
| FIGRFigure Technology Solutions, Inc. | Stock | 3,832,200 | $1.18 億 | 4.0% | +1,332,075+53.3% | 加碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 349,195 | $1.16 億 | 4.0% | +349,195 | 新進 | 歷史 |
| OSCROscar Health, Inc. | CL A | 3,417,957 | $9,748 萬 | 3.3% | −2,903,464−45.9% | 減碼 | 歷史 |
| HNGEHinge Health, Inc. | CL A | 1,155,203 | $9,588 萬 | 3.3% | −1,154,594−50.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 1,439,984 | $9,056 萬 | 3.1% | +499,639+53.1% | 加碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 6,348,797 | $8,984 萬 | 3.1% | +2,857,563+81.8% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 168,866 | $8,284 萬 | 2.8% | +168,866 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 578,184 | $8,073 萬 | 2.8% | −918,710−61.4% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 2,808,687 | $6,937 萬 | 2.4% | +354,633+14.5% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 4,618,433 | $6,133 萬 | 2.1% | +1,222,120+36.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 258,566 | $5,174 萬 | 1.8% | −232,430−47.3% | 減碼 | 歷史 |
| PURRHyperliquid Strategies Inc | COM | 5,703,542 | $4,489 萬 | 1.5% | +5,623,542+7,029.4% | 加碼 | 歷史 |
| KEELKeel Infrastructure Corp. | COM SHS | 7,662,235 | $4,398 萬 | 1.5% | +7,662,235 | 新進 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 373,296 | $2,764 萬 | 0.9% | +167,324+81.2% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 331,200 | $2,701 萬 | 0.9% | +279,003+534.5% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 144,922 | $1,957 萬 | 0.7% | +49,351+51.6% | 加碼 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 608,383 | $1,663 萬 | 0.6% | +377,581+163.6% | 加碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 637,384 | $1,562 萬 | 0.5% | +39,565+6.6% | 加碼 | 歷史 |
| HUTHut 8 Corp. | COM | 134,041 | $1,547 萬 | 0.5% | −1,756,118−92.9% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 87,741 | $1,523 萬 | 0.5% | +86,540+7,205.7% | 加碼 | 歷史 |
| CORZCore Scientific, Inc. | COM | 578,091 | $1,479 萬 | 0.5% | +578,091 | 新進 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 386,458 | $1,441 萬 | 0.5% | −9,624−2.4% | 減碼 | 歷史 |
| SMTCSemtech Corp | Stock | 75,000 | $1,214 萬 | 0.4% | +75,000 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 311,333 | $1,160 萬 | 0.4% | +311,333 | 新進 | 歷史 |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 711,354 | $1,129 萬 | 0.4% | +149,962+26.7% | 加碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 237,270 | $649.6 萬 | 0.2% | −576,565−70.8% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 20,121 | $609.1 萬 | 0.2% | −233,968−92.1% | 減碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 128,131 | $602.7 萬 | 0.2% | −149,380−53.8% | 減碼 | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 1,412,567 | $514.2 萬 | 0.2% | +1,412,567 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,595 | $450.1 萬 | 0.2% | −459,535−97.3% | 減碼 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 70,165 | $439.4 萬 | 0.2% | +46,454+195.9% | 加碼 | 歷史 |
| ORBSEightco Holdings Inc. | COM | 5,210,458 | $362.4 萬 | 0.1% | +5,210,458 | 新進 | 歷史 |
| UXINUxin Ltd | SPONSORED ADS | 2,131,996 | $330.5 萬 | 0.1% | +2,131,996 | 新進 | 歷史 |
| CSIQCanadian Solar Inc. | COM | 191,986 | $307.6 萬 | 0.1% | +191,986 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 91,391 | $305.2 萬 | 0.1% | +73,391+407.7% | 加碼 | 歷史 |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 30,112 | $260.9 萬 | 0.1% | −126,736−80.8% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 17,426 | $254.8 萬 | 0.1% | −26,763−60.6% | 減碼 | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 172,817 | $251.4 萬 | 0.1% | +172,817 | 新進 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 61,422 | $213.0 萬 | 0.1% | +61,422 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 60,000 | $185.0 萬 | 0.1% | +60,000 | 新進 | 歷史 |
| ENTGEntegris Inc | COM | 10,176 | $183.0 萬 | 0.1% | +10,176 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 3,697 | $178.6 萬 | 0.1% | +3,697 | 新進 | 歷史 |
| IMNMImmunome Inc. | COM | 83,400 | $176.7 萬 | 0.1% | +83,400 | 新進 | 歷史 |
| ATAIAtaiBeckley Inc. | COM SHS | 320,576 | $168.9 萬 | 0.1% | +138,000+75.6% | 加碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 1,781 | $152.8 萬 | 0.1% | −18,652−91.3% | 減碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 21,100 | $147.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GRNDGrindr Inc. | COM | 95,506 | $137.2 萬 | <0.1% | −322,294−77.1% | 減碼 | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 120,000 | $130.6 萬 | <0.1% | −620,264−83.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 16,300 | $129.2 萬 | <0.1% | +16,300 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,552 | $120.5 萬 | <0.1% | +6,269+99.8% | 加碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 574,000 | $120.0 萬 | <0.1% | +419,000+270.3% | 加碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 12,000 | $117.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RRXRegal Rexnord Corp | COM | 4,532 | $107.9 萬 | <0.1% | +4,532 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 5,700 | $106.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 326,000 | $105.6 萬 | <0.1% | +326,000 | 新進 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 266,000 | $104.8 萬 | <0.1% | +132,000+98.5% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 298,000 | $101.9 萬 | <0.1% | +298,000 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,509 | $99.9 萬 | <0.1% | +8,509 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 3,363 | $97.3 萬 | <0.1% | +3,363 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 12,035 | $85.9 萬 | <0.1% | +5,100+73.5% | 加碼 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 45,000 | $83.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMArm Holdings PLC | ADR | 2,305 | $81.7 萬 | <0.1% | +2,305 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 80,000 | $81.5 萬 | <0.1% | +50,000+166.7% | 加碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 8,518 | $68.4 萬 | <0.1% | +8,518 | 新進 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,368 | $67.8 萬 | <0.1% | −14,620−77.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 698 | $65.3 萬 | <0.1% | +698 | 新進 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 407,555 | $54.6 萬 | <0.1% | +284,000+229.9% | 加碼 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 230,000 | $47.8 萬 | <0.1% | +230,000 | 新進 | 歷史 |
| NBISNebius Group N.V. | Stock | 1,578 | $43.6 萬 | <0.1% | +1,578 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 15,700 | $34.9 萬 | <0.1% | +15,700 | 新進 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 5,138 | $32.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,193 | $30.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 2,663 | $25.7 萬 | <0.1% | +2,663 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 490 | $14.8 萬 | <0.1% | +490 | 新進 | 歷史 |
選擇權（14 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 | – | $3.29 億 |
| IRENIREN Ltd | ORDINARY SHARES | – | $3,586 萬 |
| MSTRStrategy Inc | Stock | $1,391 萬 | $1,163 萬 |
| HOODRobinhood Markets, Inc. | Stock | – | $1,740 萬 |
| CRCLCircle Internet Group, Inc. | COM CL A | – | $1,378 萬 |
| MSFTMicrosoft Corp | Stock | – | $708.7 萬 |
| COINCoinbase Global, Inc. | COM CL A | – | $657.9 萬 |
| AVGOBroadcom Inc. | Stock | – | $604.4 萬 |
| GOOGLAlphabet Inc. | Stock | – | $500.3 萬 |
| CSCOCisco Systems, Inc. | Stock | – | $381.7 萬 |
| INTCIntel Corp | Stock | – | $349.1 萬 |
| FIGRFigure Technology Solutions, Inc. | Stock | – | $307.1 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $119.4 萬 |
| GRNDGrindr Inc. | COM | – | $1.15 萬 |
2026 年第 1 季之後清倉（26 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 457,294 | $9,303 萬 | 5.2% | 歷史 |
| LMNDLemonade, Inc. | Stock | 583,796 | $3,659 萬 | 2.0% | 歷史 |
| RUNSunrun Inc. | COM | 2,286,978 | $3,101 萬 | 1.7% | 歷史 |
| TSEMTower Semiconductor Ltd | SHS NEW | 153,660 | $2,696 萬 | 1.5% | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 1,035,541 | $2,048 萬 | 1.1% | 歷史 |
| MSTRStrategy Inc | Stock | 106,284 | $1,326 萬 | 0.7% | 歷史 |
| Bitfarms Ltd Com09173B107 | Stock | 5,719,277 | $1,115 萬 | 0.6% | – |
| METAMeta Platforms, Inc. | Stock | 6,949 | $397.6 萬 | 0.2% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,076 | $149.3 萬 | 0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 74,703 | $107.3 萬 | 0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 9,711 | $105.1 萬 | 0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,157 | $97.7 萬 | 0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,928 | $81.9 萬 | <0.1% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 9,147 | $81.3 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,372 | $66.5 萬 | <0.1% | 歷史 |
| BAPCredicorp Ltd | COM | 1,448 | $49.1 萬 | <0.1% | 歷史 |
| PEverpure, Inc. | CL A | 8,305 | $49.0 萬 | <0.1% | 歷史 |
| COHRCoherent Corp. | COM | 1,920 | $45.7 萬 | <0.1% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 107,824 | $39.5 萬 | <0.1% | 歷史 |
| MSFTMicrosoft Corp | Stock | 959 | $35.5 萬 | <0.1% | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 40,000 | $30.7 萬 | <0.1% | 歷史 |
| ANNXAnnexon, Inc. | COM | 50,000 | $27.7 萬 | <0.1% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 2,689 | $27.5 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 6,331 | $23.9 萬 | <0.1% | 歷史 |
| CMICummins Inc | Stock | 256 | $13.8 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 898 | $10.7 萬 | <0.1% | 歷史 |