BIT Capital GmbH
An institutional investment manager in BERLIN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026. SEC CIK 2053305.
- Reported value$3.38bn
- Positions97
Holdings: 97 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amazon Com IncAMZN | COM | 023135106 | 329 | 9.8% | 1,381,500 | Call | Added+755,100 |
| Iren Limited | ORDINARY SHARES | Q4982L109 | 322 | 9.5% | 7,032,519 | Added+505,417 | |
| Amazon Com IncAMZN | COM | 023135106 | 222 | 6.6% | 933,227 | Added+156,581 | |
| Micron Technology IncMU | COM | 595112103 | 212 | 6.3% | 183,294 | Reduced−123,535 | |
| Robinhood MKTS IncHOOD | COM CL A | 770700102 | 199 | 5.9% | 1,983,054 | Added+1,895,844 | |
| Sandisk CorpSNDK | COM | 80004C200 | 195 | 5.8% | 85,743 | New+85,743 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 164 | 4.9% | 343,221 | Added+7,942 | |
| Marvell Technology IncMRVL | COM | 573874104 | 150 | 4.4% | 504,075 | New+504,075 | |
| Navan IncNAVN | CL A | 639193101 | 119 | 3.5% | 5,210,700 | Added+4,980,897 | |
| Figure Technology SolutioFIGR | COM CL A | 349381103 | 118 | 3.5% | 3,832,200 | Added+1,332,075 | |
| Silicon Motion Technology CoSIMO | SPONSORED ADR | 82706C108 | 116 | 3.4% | 349,195 | New+349,195 | |
| Oscar Health IncOSCR | CL A | 687793109 | 97.5 | 2.9% | 3,417,957 | Reduced−2,903,464 | |
| Hinge Health IncHNGE | CL A | 433313103 | 95.9 | 2.8% | 1,155,203 | Reduced−1,154,594 | |
| Freeport McMoran IncFCX | CL B | 35671D857 | 90.6 | 2.7% | 1,439,984 | Added+499,639 | |
| Compass Pathways plcCMPS | SPONSORED ADS | 20451W101 | 89.8 | 2.7% | 6,348,797 | Added+2,857,563 | |
| Ciena CorpCIEN | COM NEW | 171779309 | 82.8 | 2.5% | 168,866 | New+168,866 | |
| Intel CorpINTC | COM | 458140100 | 80.7 | 2.4% | 578,184 | Reduced−918,710 | |
| Terawulf IncWULF | COM | 88080T104 | 69.4 | 2.1% | 2,808,687 | Added+354,633 | |
| Nokia CorpNOK | SPONSORED ADR | 654902204 | 61.3 | 1.8% | 4,618,433 | Added+1,222,120 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 51.7 | 1.5% | 258,566 | Reduced−232,430 | |
| Hyperliquid Strategies IncPURR | COM | 44916Y106 | 44.9 | 1.3% | 5,703,542 | Added+5,623,542 | |
| Keel Infrastructure CorpKEEL | COM SHS | 486917107 | 44.0 | 1.3% | 7,662,235 | New+7,662,235 | |
| Iren Limited | ORDINARY SHARES | Q4982L109 | 35.9 | 1.1% | 784,200 | Call | Added+598,200 |
| Sociedad Quimica Y Minera deSQM | SPON ADR SER B | 833635105 | 27.6 | 0.8% | 373,296 | Added+167,324 | |
| Affirm Holdings IncAFRM | COM CL A | 00827B106 | 27.0 | 0.8% | 331,200 | Added+279,003 | |
| Albemarle CorpALB | COM | 012653101 | 19.6 | 0.6% | 144,922 | Added+49,351 | |
| Robinhood MKTS IncHOOD | COM CL A | 770700102 | 17.4 | 0.5% | 173,500 | Call | New+173,500 |
| Galaxy Digital Inc.GLXY | CL A | 36317J209 | 16.6 | 0.5% | 608,383 | Added+377,581 | |
| Cipher Digital IncCIFR | COM | 17253J106 | 15.6 | 0.5% | 637,384 | Added+39,565 | |
| HUT 8 CorpHUT | COM | 44812J104 | 15.5 | 0.5% | 134,041 | Reduced−1,756,118 | |
| Reddit IncRDDT | CL A | 75734B100 | 15.2 | 0.5% | 87,741 | Added+86,540 | |
| Core Scientific Inc NewCORZ | COM | 21874A106 | 14.8 | 0.4% | 578,091 | New+578,091 | |
| Applied Digital CorpAPLD | COM NEW | 038169207 | 14.4 | 0.4% | 386,458 | Reduced−9,624 | |
| Strategy IncMSTR | CL A NEW | 594972408 | 13.9 | 0.4% | 160,000 | Put | New+160,000 |
| Circle Internet Group IncCRCL | COM CL A | 172573107 | 13.8 | 0.4% | 220,000 | Call | New+220,000 |
| Semtech CorpSMTC | COM | 816850101 | 12.1 | 0.4% | 75,000 | New+75,000 | |
| Strategy IncMSTR | CL A NEW | 594972408 | 11.6 | 0.3% | 133,800 | Call | Reduced−295,900 |
| Ideaya Biosciences IncIDYA | COM | 45166A102 | 11.6 | 0.3% | 311,333 | New+311,333 | |
| Bitdeer Technologies Group | CL A ORD SHS | G11448100 | 11.3 | 0.3% | 711,354 | Added+149,962 | |
| Microsoft CorpMSFT | COM | 594918104 | 7.1 | 0.2% | 19,000 | Call | Reduced−18,500 |
| Coinbase Global IncCOIN | COM CL A | 19260Q107 | 6.6 | 0.2% | 45,000 | Call | New+45,000 |
| Riot Platforms IncRIOT | COM | 767292105 | 6.5 | 0.2% | 237,270 | Reduced−576,565 | |
| Bloom Energy CorpBE | COM CL A | 093712107 | 6.1 | 0.2% | 20,121 | Reduced−233,968 | |
| Broadcom IncAVGO | COM | 11135F101 | 6.0 | 0.2% | 16,000 | Call | New+16,000 |
| Definium Therapeutics IncDFTX | COM SHS | 24477V105 | 6.0 | 0.2% | 128,131 | Reduced−149,380 | |
| Hive Digital Technologies LTHIVE | COM NEW | 433921103 | 5.1 | 0.2% | 1,412,567 | New+1,412,567 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 5.0 | 0.1% | 14,000 | Call | Added+6,300 |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 4.5 | 0.1% | 12,595 | Reduced−459,535 | |
| Circle Internet Group IncCRCL | COM CL A | 172573107 | 4.4 | 0.1% | 70,165 | Added+46,454 | |
| Cisco Sys IncCSCO | COM | 17275R102 | 3.8 | 0.1% | 32,500 | Call | New+32,500 |
| Eightco Holdings IncORBS | COM | 22890A302 | 3.6 | 0.1% | 5,210,458 | New+5,210,458 | |
| Intel CorpINTC | COM | 458140100 | 3.5 | 0.1% | 25,000 | Call | New+25,000 |
| Uxin LtdUXIN | SPONSORED ADS | 91818X306 | 3.3 | <0.1% | 2,131,996 | New+2,131,996 | |
| Canadian Solar IncCSIQ | COM | 136635109 | 3.1 | <0.1% | 191,986 | New+191,986 | |
| Figure Technology SolutioFIGR | COM CL A | 349381103 | 3.1 | <0.1% | 100,000 | Call | New+100,000 |
| Ultragenyx Pharmaceutical inRARE | COM | 90400D108 | 3.1 | <0.1% | 91,391 | Added+73,391 | |
| Kaspi KZ JSCKSPI | SPONSORED ADS | 48581R205 | 2.6 | <0.1% | 30,112 | Reduced−126,736 | |
| Coinbase Global IncCOIN | COM CL A | 19260Q107 | 2.5 | <0.1% | 17,426 | Reduced−26,763 | |
| Cleanspark IncCLSK | COM NEW | 18452B209 | 2.5 | <0.1% | 172,817 | New+172,817 | |
| Hims & Hers Health IncHIMS | COM CL A | 433000106 | 2.1 | <0.1% | 61,422 | New+61,422 | |
| Arcus Biosciences IncRCUS | COM | 03969F109 | 1.8 | <0.1% | 60,000 | New+60,000 | |
| Entegris IncENTG | COM | 29362U104 | 1.8 | <0.1% | 10,176 | New+10,176 | |
| Astera Labs IncALAB | COM | 04626A103 | 1.8 | <0.1% | 3,697 | New+3,697 | |
| Immunome IncIMNM | COM | 45257U108 | 1.8 | <0.1% | 83,400 | New+83,400 | |
| Ataibeckley Inc | COM SHS | 04650F101 | 1.7 | <0.1% | 320,576 | Added+138,000 | |
| Lumentum Holdings IncLITE | COM | 55024U109 | 1.5 | <0.1% | 1,781 | Reduced−18,652 | |
| Nektar TherapeuticsNKTR | COM NEW | 640268306 | 1.5 | <0.1% | 21,100 | Unchanged | |
| Grindr IncGRND | COM | 39854F101 | 1.4 | <0.1% | 95,506 | Reduced−322,294 | |
| Perceptive Cap Solutions Cor | CL A ORD SHS | G70077105 | 1.3 | <0.1% | 120,000 | Reduced−620,264 | |
| Ionis Pharmaceuticals IncIONS | COM | 462222100 | 1.3 | <0.1% | 16,300 | New+16,300 | |
| Alibaba Group HLDG LtdBABA | SPONSORED ADS | 01609W102 | 1.2 | <0.1% | 12,552 | Added+6,269 | |
| Palisade Bio IncPALI | COM | 696389402 | 1.2 | <0.1% | 574,000 | Added+419,000 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 1.2 | <0.1% | 2,500 | Call | Reduced−8,500 |
| Dianthus Therapeutics IncDNTH | COM | 252828108 | 1.2 | <0.1% | 12,000 | Unchanged | |
| Regal Rexnord CorporationRRX | COM | 758750103 | 1.1 | <0.1% | 4,532 | New+4,532 | |
| Revolution Medicines IncRVMD | COM | 76155X100 | 1.1 | <0.1% | 5,700 | Unchanged | |
| Editas Medicine IncEDIT | COM | 28106W103 | 1.1 | <0.1% | 326,000 | New+326,000 | |
| Eledon Pharmaceuticals IncELDN | COM | 28617K101 | 1.0 | <0.1% | 266,000 | Added+132,000 | |
| Rocket Pharmaceuticals IncRCKT | COM | 77313F106 | 1.0 | <0.1% | 298,000 | New+298,000 | |
| Cisco Sys IncCSCO | COM | 17275R102 | 1.0 | <0.1% | 8,509 | New+8,509 | |
| Apple IncAAPL | COM | 037833100 | 1.0 | <0.1% | 3,363 | New+3,363 | |
| Netflix Inc.NFLX | COM | 64110L106 | 0.9 | <0.1% | 12,035 | Added+5,100 | |
| Trevi Therapeutics IncTRVI | COM | 89532M101 | 0.8 | <0.1% | 45,000 | Unchanged | |
| ARM Holdings plcARM | SPONSORED ADS | 042068205 | 0.8 | <0.1% | 2,305 | New+2,305 | |
| VIR Biotechnology IncVIR | COM | 92764N102 | 0.8 | <0.1% | 80,000 | Added+50,000 | |
| Rubrik Inc.RBRK | CL A | 781154109 | 0.7 | <0.1% | 8,518 | New+8,518 | |
| Agnico Eagle Mines LtdAEM | COM | 008474108 | 0.7 | <0.1% | 4,368 | Reduced−14,620 | |
| Costco Wholesale CorporationCOST | COM | 22160K105 | 0.7 | <0.1% | 698 | New+698 | |
| PMV Pharmaceuticals IncPMVP | COM | 69353Y103 | 0.5 | <0.1% | 407,555 | Added+284,000 | |
| Allogene Therapeutics IncALLO | COM | 019770106 | 0.5 | <0.1% | 230,000 | New+230,000 | |
| Nebius Group N.V. | SHS CLASS A | N97284108 | 0.4 | <0.1% | 1,578 | New+1,578 | |
| Dyne Therapeutics IncDYN | COM | 26818M108 | 0.3 | <0.1% | 15,700 | New+15,700 | |
| Kiniksa Pharmaceuticals International | ORD SHS CL A | G52694109 | 0.3 | <0.1% | 5,138 | Unchanged | |
| American Elec PWR Co IncAEP | COM | 025537101 | 0.3 | <0.1% | 2,193 | Unchanged | |
| Xometry IncXMTR | CLASS A COM | 98423F109 | 0.3 | <0.1% | 2,663 | New+2,663 | |
| KLA CorpKLAC | COM NEW | 482480100 | 0.1 | <0.1% | 490 | New+490 | |
| Grindr IncGRND | COM | 39854F101 | 0.0 | <0.1% | 800 | Call | Unchanged |
Sold out: 35 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Advanced Micro Devices IncAMD | COM | 007903107 | 0.0 | 0.0% | 0 | Sold out−457,294 | |
| Advanced Micro Devices IncAMD | COM | 007903107 | 0.0 | 0.0% | 0 | Call | Sold out−58,000 |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 0.0 | 0.0% | 0 | Call | Sold out−24,800 |
| Annexon IncANNX | COM | 03589W102 | 0.0 | 0.0% | 0 | Sold out−50,000 | |
| Axon Enterprise IncAXON | COM | 05464C101 | 0.0 | 0.0% | 0 | Sold out−1,928 | |
| Biontech SEBNTX | SPONSORED ADS | 09075V102 | 0.0 | 0.0% | 0 | Sold out−9,147 | |
| Bitfarms Ltd | COM | 09173B107 | 0.0 | 0.0% | 0 | Sold out−5,719,277 | |
| Bitmine Immersion TecnologieBMNR | COM NEW | 09175A206 | 0.0 | 0.0% | 0 | Sold out−1,035,541 | |
| Bitmine Immersion TecnologieBMNR | COM NEW | 09175A206 | 0.0 | 0.0% | 0 | Call | Sold out−750,000 |
| Broadcom IncAVGO | COM | 11135F101 | 0.0 | 0.0% | 0 | Sold out−3,157 | |
| Coherent CorpCOHR | COM | 19247G107 | 0.0 | 0.0% | 0 | Sold out−1,920 | |
| Credicorp Ltd | COM | G2519Y108 | 0.0 | 0.0% | 0 | Sold out−1,448 | |
| Cummins IncCMI | COM | 231021106 | 0.0 | 0.0% | 0 | Sold out−256 | |
| Datadog IncDDOG | CL A COM | 23804L103 | 0.0 | 0.0% | 0 | Call | Sold out−15,600 |
| Enphase Energy IncENPH | COM | 29355A107 | 0.0 | 0.0% | 0 | Sold out−6,331 | |
| Everpure IncP | CL A | 74624M102 | 0.0 | 0.0% | 0 | Sold out−8,305 | |
| Fulcrum Therapeutics IncFULC | COM | 359616109 | 0.0 | 0.0% | 0 | Sold out−40,000 | |
| Grab Holdings Limited | CLASS A ORD | G4124C109 | 0.0 | 0.0% | 0 | Sold out−107,824 | |
| Ishares TR | EXPANDED TECH | 464287515 | 0.0 | 0.0% | 0 | Put | Sold out−100 |
| Jpmorgan Chase & CoJPM | COM | 46625H100 | 0.0 | 0.0% | 0 | Sold out−5,076 | |
| Lemonade IncLMND | COM | 52567D107 | 0.0 | 0.0% | 0 | Sold out−583,796 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 0.0 | 0.0% | 0 | Sold out−6,949 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 0.0 | 0.0% | 0 | Call | Sold out−16,500 |
| Micron Technology IncMU | COM | 595112103 | 0.0 | 0.0% | 0 | Call | Sold out−67,200 |
| Microsoft CorpMSFT | COM | 594918104 | 0.0 | 0.0% | 0 | Sold out−959 | |
| Newmont CorpNEM | COM | 651639106 | 0.0 | 0.0% | 0 | Sold out−9,711 | |
| NU Holdings Ltd | ORD SHS CL A | G6683N103 | 0.0 | 0.0% | 0 | Sold out−74,703 | |
| PDD Holdings IncPDD | SPONSORED ADS | 722304102 | 0.0 | 0.0% | 0 | Sold out−2,689 | |
| Servicenow IncNOW | COM | 81762P102 | 0.0 | 0.0% | 0 | Call | Sold out−17,800 |
| Shopify IncSHOP | CL A SUB VTG SHS | 82509L107 | 0.0 | 0.0% | 0 | Sold out−898 | |
| Spotify Technology S a | SHS | L8681T102 | 0.0 | 0.0% | 0 | Sold out−1,372 | |
| Strategy IncMSTR | CL A NEW | 594972408 | 0.0 | 0.0% | 0 | Sold out−106,284 | |
| Sunrun IncRUN | COM | 86771W105 | 0.0 | 0.0% | 0 | Sold out−2,286,978 | |
| The Realreal IncREAL | COM | 88339P101 | 0.0 | 0.0% | 0 | Call | Sold out−150,000 |
| Tower Semiconductor Ltd | SHS NEW | M87915274 | 0.0 | 0.0% | 0 | Sold out−153,660 |
Source: SEC EDGAR, Form 13F-HR, accession 0002053305-26-000006 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.