BIT Capital GmbH
Net seller this quarter
$3.38B
82
-$120M
53.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IREN | $322M | 9.53% | 1.97% | +7.7% | Q2 2022 |
 AMZN | $222M | 6.59% | 0.01% | +20.2% | Q2 2020 |
 MU | $212M | 6.27% | 0.02% | -40.3% | Q1 2021 |
 HOOD | $199M | 5.89% | 0.85% | +2173.9% | Q3 2021 |
 SNDK | $195M | 5.78% | 0.06% | New | Q2 2026 |
 TSM | $164M | 4.86% | 0.00% | +2.4% | Q1 2021 |
 MRVL | $150M | 4.45% | 0.06% | Not reported | Q1 2022 |
 NAVN | $119M | 3.53% | 11.38% | +2167.5% | Q1 2026 |
 FIGR | $118M | 3.49% | Not reported | +53.3% | Q3 2025 |
 SIMO | $116M | 3.45% | 0.26% | New | Q2 2026 |
 OSCR | $97.5M | 2.89% | Not reported | -45.9% | Q1 2022 |
 HNGE | $95.9M | 2.84% | 7.05% | -50.0% | Q2 2025 |
 FCX | $90.6M | 2.68% | 0.10% | +53.1% | Q1 2026 |
 CMPS | $89.8M | 2.66% | 4.68% | +81.9% | Q1 2021 |
 CIEN | $82.8M | 2.45% | 0.12% | Not reported | Q2 2023 |
 INTC | $80.7M | 2.39% | 0.01% | -61.4% | Q1 2023 |
 WULF | $69.4M | 2.06% | 0.56% | +14.5% | Q1 2023 |
 NOK | $61.3M | 1.82% | 0.08% | +36.0% | Q1 2026 |
 NVDA | $51.7M | 1.53% | 0.00% | -47.3% | Q3 2020 |
 PURR | $44.9M | 1.33% | 2.84% | +7029.4% | Q1 2026 |
 KEEL | $44M | 1.30% | 1.24% | New | Q2 2026 |
 SQM | $27.6M | 0.82% | 0.14% | +81.2% | Q4 2025 |
 AFRM | $27M | 0.80% | 0.56% | +534.5% | Q2 2021 |
 ALB | $19.6M | 0.58% | 0.12% | +51.6% | Q4 2025 |
 GLXY | $16.6M | 0.49% | 608383.00% | +163.6% | Q2 2025 |
 CIFR | $15.6M | 0.46% | 0.15% | +6.6% | Q4 2021 |
 HUT | $15.5M | 0.46% | 0.11% | -92.9% | Q3 2021 |
 RDDT | $15.2M | 0.45% | Not reported | +7205.7% | Q2 2024 |
 CORZ | $14.8M | 0.44% | 0.18% | Not reported | Q1 2022 |
 APLD | $14.4M | 0.43% | 0.13% | -2.4% | Q2 2023 |
 SMTC | $12.1M | 0.36% | 0.08% | New | Q2 2026 |
 IDYA | $11.6M | 0.34% | 0.32% | Not reported | Q1 2023 |
 BTDR | $11.3M | 0.33% | 0.30% | +26.7% | Q4 2023 |
 RIOT | $6.5M | 0.19% | 0.06% | -70.9% | Q3 2021 |
 BE | $6.09M | 0.18% | 0.01% | -92.1% | Q1 2026 |
 DFTX | $6.03M | 0.18% | 0.10% | -53.8% | Q1 2026 |
 HIVE | $5.14M | 0.15% | 0.53% | Not reported | Q3 2021 |
 GOOGL | $4.5M | 0.13% | 0.00% | -97.3% | Q2 2021 |
 CRCL | $4.39M | 0.13% | Not reported | +195.9% | Q4 2025 |
 ORBS | $3.62M | 0.11% | 1.21% | New | Q2 2026 |
 UXIN | $3.3M | 0.10% | 522.42% | New | Q2 2026 |
 CSIQ | $3.08M | 0.09% | 0.28% | Not reported | Q1 2023 |
 RARE | $3.05M | 0.09% | 0.09% | +407.7% | Q4 2023 |
 KSPI | $2.61M | 0.08% | 0.02% | -80.8% | Q1 2024 |
 COIN | $2.55M | 0.08% | 0.01% | -60.6% | Q2 2021 |
 CLSK | $2.51M | 0.07% | 0.07% | Not reported | Q4 2021 |
 HIMS | $2.13M | 0.06% | Not reported | Not reported | Q4 2022 |
 RCUS | $1.85M | 0.05% | 0.05% | Not reported | Q4 2023 |
 ENTG | $1.83M | 0.05% | 0.01% | Not reported | Q1 2021 |
 ALAB | $1.79M | 0.05% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| IREN | $224M | 10.79% | 1.96% | -6.0% | Q2 2022 |
| AMZN | $162M | 7.80% | 0.01% | +526.4% | Q2 2020 |
| GOOGL | $136M | 6.55% | 0.00% | +3.1% | Q2 2021 |
| TSM | $113M | 5.47% | 0.00% | -12.4% | Q1 2021 |
| MU | $104M | 5.00% | 0.03% | -25.3% | Q1 2021 |
 AMD | $93M | 4.49% | 0.03% | +485.7% | Q2 2021 |
| HNGE | $89.1M | 4.30% | 14.10% | -30.4% | Q2 2025 |
| HUT | $88.7M | 4.28% | 1.68% | -9.5% | Q3 2021 |
| NVDA | $85.6M | 4.13% | 0.00% | +28.7% | Q3 2020 |
| FIGR | $84.9M | 4.09% | Not reported | +851.5% | Q3 2025 |
| OSCR | $72.5M | 3.50% | Not reported | +2.2% | Q1 2022 |
| INTC | $66.1M | 3.19% | 0.03% | +135.0% | Q1 2023 |
| FCX | $55.3M | 2.67% | 0.07% | New | Q1 2026 |
 LMND | $36.6M | 1.77% | 0.76% | -68.0% | Q2 2024 |
| WULF | $35.4M | 1.71% | 0.58% | +112.0% | Q1 2023 |
| BE | $34.4M | 1.66% | 0.09% | New | Q1 2026 |
 RUN | $31M | 1.50% | 0.97% | Not reported | Q3 2022 |
| NOK | $27.3M | 1.32% | 0.06% | New | Q1 2026 |
 TSEM | $27M | 1.30% | 0.14% | New | Q1 2026 |
 BMNR | $20.5M | 0.99% | 0.21% | +191.6% | Q3 2025 |
| CMPS | $19.3M | 0.93% | 2.59% | +1108.8% | Q1 2021 |
| ALB | $17.2M | 0.83% | 0.08% | +696.4% | Q4 2025 |
| SQM | $16.7M | 0.80% | 0.08% | +766.6% | Q4 2025 |
 LITE | $14.4M | 0.69% | 0.03% | -4.6% | Q4 2025 |
 MSTR | $13.3M | 0.64% | Not reported | Not reported | Q3 2021 |
| KSPI | $11.6M | 0.56% | 0.08% | -84.5% | Q1 2024 |
| RIOT | $10.1M | 0.49% | 0.21% | -2.8% | Q3 2021 |
| APLD | $9.4M | 0.45% | 0.14% | -7.1% | Q2 2023 |
 FRNM | $8.12M | 0.39% | 8.31% | Not reported | Q4 2025 |
| COIN | $7.72M | 0.37% | 0.02% | -17.1% | Q2 2021 |
| CIFR | $7.69M | 0.37% | 0.15% | -35.5% | Q4 2021 |
| HOOD | $6.04M | 0.29% | 0.04% | -89.6% | Q3 2021 |
| DFTX | $5.24M | 0.25% | 0.27% | New | Q1 2026 |
 GRND | $5.05M | 0.24% | 0.24% | -68.0% | Q3 2023 |
| BTDR | $4.86M | 0.23% | 0.24% | +263.9% | Q4 2023 |
| GLXY | $4.26M | 0.21% | 230802.00% | -2.1% | Q2 2025 |
 META | $3.98M | 0.19% | Not reported | -92.7% | Q2 2020 |
 AEM | $3.85M | 0.19% | 0.00% | New | Q1 2026 |
| NAVN | $3.04M | 0.15% | 0.50% | New | Q1 2026 |
| AFRM | $2.39M | 0.12% | 0.09% | +260.4% | Q2 2021 |
| CRCL | $2.26M | 0.11% | Not reported | -2.0% | Q4 2025 |
 NKTR | $1.52M | 0.07% | 0.10% | Not reported | Q4 2025 |
 JPM | $1.49M | 0.07% | 0.00% | -15.9% | Q3 2022 |
 NU | $1.07M | 0.05% | Not reported | -19.3% | Q4 2021 |
 NEM | $1.05M | 0.05% | 0.00% | New | Q1 2026 |
 DNTH | $1.01M | 0.05% | 0.02% | -20.0% | Q4 2025 |
 AVGO | $977K | 0.05% | 0.00% | -91.8% | Q3 2022 |
 AXON | $819K | 0.04% | 0.00% | -92.9% | Q4 2023 |
 BNTX | $813K | 0.04% | 0.00% | Not reported | Q1 2021 |
 BABA | $788K | 0.04% | 0.00% | -75.4% | Q2 2020 |
| Q4 2025 | |||||
| IREN | $262M | 9.65% | 2.45% | +19.8% | Q2 2022 |
| HNGE | $154M | 5.67% | 20.24% | +79.3% | Q2 2025 |
| GOOGL | $143M | 5.27% | 0.00% | Not reported | Q2 2021 |
| LMND | $130M | 4.78% | 2.41% | +45.6% | Q2 2024 |
| RDDT | $130M | 4.76% | Not reported | -26.8% | Q2 2024 |
| MU | $117M | 4.31% | 0.04% | +6.7% | Q1 2021 |
| TSM | $116M | 4.28% | 0.00% | +1.2% | Q1 2021 |
| HUT | $95.9M | 3.53% | 1.90% | -4.1% | Q3 2021 |
| HOOD | $94.4M | 3.47% | 0.36% | +18.0% | Q3 2021 |
 DDOG | $89.5M | 3.29% | 0.84% | +125.0% | Q3 2021 |
| OSCR | $88.9M | 3.27% | Not reported | +545.0% | Q1 2022 |
| KSPI | $79.2M | 2.92% | 0.53% | +15.2% | Q1 2024 |
| NVDA | $71.2M | 2.62% | 0.00% | -9.6% | Q3 2020 |
 RBRK | $69.6M | 2.56% | Not reported | +55.9% | Q3 2024 |
| META | $62.8M | 2.31% | Not reported | +50.9% | Q2 2020 |
 MSFT | $43.6M | 1.60% | 0.00% | +19.7% | Q2 2020 |
| GOOG | $34.8M | 1.28% | Not reported | +918.4% | Q2 2020 |
 DUOL | $31.4M | 1.16% | 1.07% | +33.2% | Q1 2022 |
| AMZN | $28.6M | 1.05% | 0.00% | +40.1% | Q2 2020 |
 SHOP | $28M | 1.03% | 0.04% | -7.7% | Q2 2020 |
 NTSK | $27.7M | 1.02% | Not reported | New | Q4 2025 |
 PANW | $26.4M | 0.97% | 0.02% | -19.1% | Q2 2021 |
| INTC | $23.5M | 0.86% | 0.01% | Not reported | Q1 2023 |
 COHR | $21.2M | 0.78% | 0.07% | New | Q4 2025 |
 REAL | $17.9M | 0.66% | 0.96% | +10.4% | Q3 2025 |
| GRND | $17.7M | 0.65% | 0.71% | +77.8% | Q3 2023 |
 GRAB | $16.9M | 0.62% | Not reported | Not reported | Q4 2023 |
| AMD | $16.7M | 0.62% | 0.00% | -69.9% | Q2 2021 |
| AXON | $15.4M | 0.57% | 0.03% | +667.3% | Q4 2023 |
 OMDA | $14.8M | 0.55% | 1.61% | +52.4% | Q3 2025 |
| CIFR | $13.7M | 0.50% | 0.23% | -62.0% | Q4 2021 |
 GRAL | $13.4M | 0.49% | 0.39% | New | Q4 2025 |
| AVGO | $13.3M | 0.49% | 0.00% | +199.1% | Q3 2022 |
| WULF | $13.3M | 0.49% | 0.28% | +57.1% | Q1 2023 |
| HIMS | $12.2M | 0.45% | Not reported | -83.0% | Q4 2022 |
| COIN | $12.1M | 0.44% | 0.02% | -52.5% | Q2 2021 |
 P | $11.3M | 0.41% | 0.05% | Not reported | Q4 2022 |
| FIGR | $10.7M | 0.39% | Not reported | +23.8% | Q3 2025 |
| RIOT | $10.6M | 0.39% | 0.23% | +66.1% | Q3 2021 |
| APLD | $10.4M | 0.38% | 0.15% | Not reported | Q2 2023 |
| FRNM | $9.65M | 0.35% | 8.31% | New | Q4 2025 |
| BMNR | $9.64M | 0.35% | 0.09% | -80.2% | Q3 2025 |
| CLSK | $8.94M | 0.33% | 0.35% | +28.2% | Q4 2021 |
| LITE | $7.9M | 0.29% | 0.03% | New | Q4 2025 |
 XMTR | $6.53M | 0.24% | 0.24% | -3.4% | Q2 2025 |
 SITM | $5.7M | 0.21% | 0.06% | New | Q4 2025 |
| GLXY | $5.27M | 0.19% | 235812.00% | -26.7% | Q2 2025 |
 BAP | $4.86M | 0.18% | 0.02% | +46.9% | Q2 2022 |
| BABA | $3.74M | 0.14% | 0.00% | -94.6% | Q2 2020 |
 CRWD | $2.1M | 0.08% | 0.00% | +3.6% | Q4 2020 |
| Q3 2025 | |||||
| IREN | $272M | 9.31% | Not reported | -64.3% | Q2 2022 |
| RDDT | $177M | 6.06% | Not reported | Not reported | Q2 2024 |
| HIMS | $125M | 4.29% | Not reported | +76.6% | Q4 2022 |
| TSM | $106M | 3.62% | 0.00% | +24.6% | Q1 2021 |
| HOOD | $101M | 3.47% | 0.30% | -32.5% | Q3 2021 |
| BMNR | $93.2M | 3.19% | 0.77% | New | Q3 2025 |
| HNGE | $90.8M | 3.11% | 11.29% | +144.6% | Q2 2025 |
| BABA | $84.6M | 2.90% | 0.00% | +9866.9% | Q2 2020 |
| NVDA | $78.8M | 2.70% | 0.00% | -37.1% | Q3 2020 |
| HUT | $75.8M | 2.59% | 2.05% | -24.4% | Q3 2021 |
| KSPI | $71.9M | 2.46% | 0.46% | +8.1% | Q1 2024 |
| LMND | $67.1M | 2.30% | 1.68% | +69.3% | Q2 2024 |
| MU | $64.4M | 2.20% | 0.03% | -53.3% | Q1 2021 |
 CVNA | $55.6M | 1.90% | Not reported | -22.8% | Q2 2021 |
| RBRK | $48M | 1.64% | Not reported | +2704.7% | Q3 2024 |
| META | $46.3M | 1.59% | Not reported | +9.5% | Q2 2020 |
| DUOL | $43.2M | 1.48% | 0.81% | +434.1% | Q1 2022 |
| AMD | $42M | 1.44% | 0.02% | -16.2% | Q2 2021 |
| DDOG | $41.7M | 1.43% | 0.37% | Not reported | Q3 2021 |
| MSFT | $39M | 1.33% | 0.00% | +2918.3% | Q2 2020 |
 SNOW | $38.4M | 1.31% | 0.05% | Not reported | Q2 2021 |
| COIN | $37.8M | 1.30% | 0.04% | +28.4% | Q2 2021 |
| PANW | $36M | 1.23% | 0.03% | +2628.7% | Q2 2021 |
| CIFR | $30.7M | 1.05% | 0.62% | -71.6% | Q4 2021 |
| SHOP | $28.1M | 0.96% | 0.05% | +76.4% | Q2 2020 |
 PDD | $24.2M | 0.83% | 0.00% | -59.3% | Q2 2020 |
 SBET | $20.7M | 0.71% | 0.63% | +103.6% | Q2 2025 |
| GRAB | $20.4M | 0.70% | Not reported | +395.4% | Q4 2023 |
 TTD | $20.2M | 0.69% | Not reported | -8.8% | Q2 2020 |
| AMZN | $19.4M | 0.66% | 0.00% | -75.2% | Q2 2020 |
| OSCR | $18.2M | 0.62% | Not reported | -0.2% | Q1 2022 |
| AFRM | $17.3M | 0.59% | 0.40% | -44.3% | Q2 2021 |
| OMDA | $13.6M | 0.47% | 1.07% | New | Q3 2025 |
| GRND | $11M | 0.38% | 0.40% | -18.7% | Q3 2023 |
| REAL | $10.9M | 0.37% | 0.88% | New | Q3 2025 |
| GLXY | $10.9M | 0.37% | 321579.00% | -4.5% | Q2 2025 |
| CLSK | $9.99M | 0.34% | 0.24% | +10.7% | Q4 2021 |
| RIOT | $9.59M | 0.33% | 0.14% | -46.2% | Q3 2021 |
| WULF | $8.42M | 0.29% | 0.17% | -22.4% | Q1 2023 |
| FIGR | $7.72M | 0.26% | Not reported | New | Q3 2025 |
| XMTR | $6.19M | 0.21% | 0.25% | +11.5% | Q2 2025 |
| MSTR | $5.84M | 0.20% | Not reported | +90.2% | Q3 2021 |
| BTDR | $5.41M | 0.19% | 0.16% | Not reported | Q4 2023 |
| CORZ | $4.49M | 0.15% | 0.08% | -47.3% | Q1 2022 |
| AVGO | $4.24M | 0.15% | 0.00% | -76.4% | Q3 2022 |
 HEPS | $4.14M | 0.14% | Not reported | -2.0% | Q3 2024 |
 BNC | $3.64M | 0.12% | 1.08% | New | Q3 2025 |
| BAP | $3.07M | 0.11% | 0.01% | +18.0% | Q2 2022 |
| GOOG | $2.65M | 0.09% | Not reported | +67.7% | Q2 2020 |
| AXON | $2.54M | 0.09% | 0.00% | +75.6% | Q4 2023 |