BIT Capital GmbH Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$1.7T
Holdings
85
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IRENIREN LIMITED | 16,333,882 | $238.0B | 13.72% | Call |
| 2 | SOFISOFI TECHNOLOGIES INC | 7,563,221 | $137.7B | 7.94% | Call |
| 3 | NVDANVIDIA CORP | 671,795 | $106.1B | 6.12% | |
| 4 | MUMICRON TECHNOLOGY INC | 825,308 | $101.7B | 5.87% | Call |
| 5 | HOODROBINHOOD MKTS INC | 1,047,775 | $98.1B | 5.66% | |
| 6 | AMZNAMAZON COM INC | 357,272 | $78.4B | 4.52% | |
| 7 | KSPIKASPI KZ JSC | 814,163 | $69.1B | 3.99% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 303,484 | $68.7B | 3.96% | |
| 9 | CVNACARVANA CO | 190,924 | $64.3B | 3.71% | |
| 10 | HIMSHIMS & HERS HEALTH INC | 1,271,656 | $63.4B | 3.66% | Call |
| 11 | HUTHUT 8 CORP | 2,921,442 | $54.3B | 3.13% | Call |
| 12 | PDDPDD HOLDINGS INC | 450,583 | $47.2B | 2.72% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 309,458 | $43.9B | 2.53% | |
| 14 | METAMETA PLATFORMS INC | 57,621 | $42.5B | 2.45% | |
| 15 | CIFRCIPHER MINING INC | 8,579,027 | $41.0B | 2.36% | |
| 16 | HNGEHINGE HEALTH INC | 756,204 | $39.1B | 2.26% | |
| 17 | TSLATESLA INC | 123,100 | $39.1B | 2.26% | Put |
| 18 | COINCOINBASE GLOBAL INC | 103,445 | $36.3B | 2.09% | Call |
| 19 | MIGAMICROSTRATEGY INC | 84,529 | $34.2B | 1.97% | Call |
| 20 | TTDTHE TRADE DESK INC | 452,844 | $32.6B | 1.88% | |
| 21 | LMNDLEMONADE INC | 740,921 | $32.5B | 1.87% | |
| 22 | AFRMAFFIRM HLDGS INC | 426,341 | $29.5B | 1.70% | |
| 23 | OSCROSCAR HEALTH INC | 961,119 | $20.6B | 1.19% | |
| 24 | CRWVCOREWEAVE INC | 126,000 | $20.5B | 1.18% | Put |
| 25 | GRNDGRINDR INC | 903,533 | $20.5B | 1.18% | |
| 26 | AVGOBROADCOM INC | 54,586 | $15.0B | 0.87% | |
| 27 | BBDBANCO BRADESCO S A | 4,301,200 | $13.3B | 0.77% | Put |
| 28 | SMLRSEMLER SCIENTIFIC INC | 329,408 | $12.8B | 0.74% | |
| 29 | SHOPSHOPIFY INC | 107,029 | $12.3B | 0.71% | |
| 30 | MARAMARA HOLDINGS INC | 750,000 | $11.8B | 0.68% | Call |
| 31 | RIOTRIOT PLATFORMS INC | 937,438 | $10.6B | 0.61% | |
| 32 | DUOLDUOLINGO INC | 25,156 | $10.3B | 0.59% | |
| 33 | BNTXBIONTECH SE | 96,089 | $10.2B | 0.59% | |
| 34 | CORZCORE SCIENTIFIC INC NEW | 475,217 | $8.1B | 0.47% | |
| 35 | GLXYGALAXY DIGITAL INC. | 336,756 | $7.4B | 0.43% | |
| 36 | CLSKCLEANSPARK INC | 622,530 | $6.9B | 0.40% | |
| 37 | SBETSHARPLINK GAMING INC | 597,311 | $5.9B | 0.34% | |
| 38 | UPWKUPWORK INC | 325,000 | $4.4B | 0.25% | Put |
| 39 | HEPSD MARKET ELECTR SVCS & TRADI | 1,569,011 | $4.2B | 0.24% | |
| 40 | CMIIUCOLUMBUS CIRCLE CAP CORP. I | 394,585 | $4.2B | 0.24% | |
| 41 | WULFTERAWULF INC | 950,154 | $4.2B | 0.24% | |
| 42 | BITFBITFARMS LTD | 4,349,049 | $3.7B | 0.21% | |
| 43 | XMTRXOMETRY INC | 101,958 | $3.4B | 0.20% | |
| 44 | GRABGRAB HOLDINGS LIMITED | 683,424 | $3.4B | 0.20% | |
| 45 | BAPCREDICORP LTD | 9,776 | $2.2B | 0.13% | |
| 46 | NOWSERVICENOW INC | 1,884 | $1.9B | 0.11% | |
| 47 | RBRKRUBRIK INC. | 20,821 | $1.9B | 0.11% | |
| 48 | AXONAXON ENTERPRISE INC | 2,013 | $1.7B | 0.10% | |
| 49 | PANWPALO ALTO NETWORKS INC | 6,478 | $1.3B | 0.08% | |
| 50 | JPMJPMORGAN CHASE & CO | 4,346 | $1.3B | 0.07% | |
| 51 | MSFTMICROSOFT CORP | 2,493 | $1.2B | 0.07% | |
| 52 | GOOGALPHABET INC | 6,500 | $1.2B | 0.07% | |
| 53 | NFLXNETFLIX INC | 778 | $1.0B | 0.06% | |
| 54 | SESEA LTD | 5,598 | $895.3M | 0.05% | |
| 55 | CRWDCROWDSTRIKE HOLDINGS INC | 1,650 | $840.4M | 0.05% | |
| 56 | BBIOBRIDGEBIO PHARMA INC | 17,560 | $758.2M | 0.04% | |
| 57 | UBERUBER TECHNOLOGIES INC | 7,264 | $677.7M | 0.04% | |
| 58 | ABNBAIRBNB INC | 4,247 | $562.0M | 0.03% | |
| 59 | BABAALIBABA GROUP HLDG LTD | 4,750 | $538.7M | 0.03% | |
| 60 | ZMZOOM COMMUNICATIONS INC | 6,219 | $485.0M | 0.03% | |
| 61 | NUNU HLDGS LTD | 33,740 | $462.9M | 0.03% | |
| 62 | AMATAPPLIED MATLS INC | 2,282 | $417.8M | 0.02% | |
| 63 | ISRGINTUITIVE SURGICAL INC | 750 | $407.6M | 0.02% | |
| 64 | BRZEBRAZE INC | 13,595 | $382.0M | 0.02% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 1,177 | $367.2M | 0.02% | |
| 66 | EVGOEVGO INC | 98,660 | $360.1M | 0.02% | |
| 67 | GTMZOOMINFO TECHNOLOGIES INC | 28,668 | $290.1M | 0.02% | |
| 68 | 2L9BLUEPRINT MEDICINES CORP | 1,423 | $182.4M | 0.01% | |
| 69 | SRRKSCHOLAR ROCK HLDG CORP | 4,278 | $151.5M | 0.01% | |
| 70 | IDYAIDEAYA BIOSCIENCES INC | 4,220 | $88.7M | 0.01% | |
| 71 | ARGXARGENX SE | 158 | $87.1M | 0.01% | |
| 72 | RAREULTRAGENYX PHARMACEUTICAL IN | 2,055 | $74.7M | 0.00% | |
| 73 | AGIOAGIOS PHARMACEUTICALS INC | 2,230 | $74.2M | 0.00% | |
| 74 | RVMDREVOLUTION MEDICINES INC | 1,955 | $71.9M | 0.00% | |
| 75 | IMCRIMMUNOCORE HLDGS PLC | 2,176 | $68.3M | 0.00% | |
| 76 | AKROAKERO THERAPEUTICS INC | 1,261 | $67.3M | 0.00% | |
| 77 | ELVNENLIVEN THERAPEUTICS INC | 3,181 | $63.8M | 0.00% | |
| 78 | BEAMBEAM THERAPEUTICS INC | 3,603 | $61.3M | 0.00% | |
| 79 | ANABANAPTYSBIO INC | 2,706 | $60.1M | 0.00% | |
| 80 | DAWNDAY ONE BIOPHARMACEUTICALS I | 8,413 | $54.7M | 0.00% | |
| 81 | ATAIATAI LIFE SCIENCES NV | 23,218 | $50.8M | 0.00% | |
| 82 | VRDNVIRIDIAN THERAPEUTICS INC | 3,533 | $49.4M | 0.00% | |
| 83 | CYTKCYTOKINETICS INC | 1,254 | $41.4M | 0.00% | |
| 84 | FULCFULCRUM THERAPEUTICS INC | 4,832 | $33.2M | 0.00% | |
| 85 | TRVITREVI THERAPEUTICS INC | 5,106 | $27.9M | 0.00% |