Investor
BIT Capital GmbH
CIK 0002053305 · filed 2026-05-13 · SEC filing
13F book
$2.07B
Positions
76
23 new · 34 sold
Largest name
10.8%
Iren Limited
Est. mark
−$57.9M
Price effect on 53 names still held. Flow −$444.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Iren Limited | — | 6.53M | $223.7M | 10.8% | −$22.8M | Cut−$38.4M |
| Amazon Com Inc | AMZN | 776.6K | $161.8M | 7.8% | −$2.8M | Added$133.1M |
| Alphabet Inc | — | 472.1K | $135.8M | 6.5% | −$11.6M | Added−$7.56M |
| Taiwan Semiconductor Mfg Ltd | — | 335.3K | $113.3M | 5.5% | $11.4M | Cut−$3.01M |
| Micron Technology Inc | MU | 306.8K | $103.7M | 5.0% | $16.1M | Cut−$13.6M |
| Advanced Micro Devices Inc | AMD | 457.3K | $93M | 4.5% | −$837.8K | Added$76.3M |
| Hinge Health, Inc. | HNGE | 2.31M | $89.1M | 4.3% | −$18.2M | Cut−$65M |
| Hut 8 Corp. | HUT | 1.89M | $88.7M | 4.3% | $1.83M | Cut−$7.25M |
| Nvidia Corp | NVDA | 491K | $85.6M | 4.1% | −$4.62M | Added$14.5M |
| Figure Technology Solutio | — | 2.5M | $84.9M | 4.1% | −$1.81M | Added$74.1M |
| Oscar Health, Inc. | OSCR | 6.32M | $72.5M | 3.5% | −$17.9M | Added−$16.4M |
| Intel Corp | INTC | 1.5M | $66.1M | 3.2% | $4.61M | Added$42.6M |
| Freeport-Mcmoran Inc | FCX | 940.3K | $55.3M | 2.7% | — | New |
| Lemonade, Inc. | LMND | 583.8K | $36.6M | 1.8% | −$4.96M | Cut−$93.4M |
| Terawulf Inc. | WULF | 2.45M | $35.4M | 1.7% | $3.4M | Added$22.1M |
| Bloom Energy Corp | BE | 254.1K | $34.4M | 1.7% | — | New |
| Sunrun Inc. | RUN | 2.29M | $31M | 1.5% | — | New |
| Nokia Corp | — | 3.4M | $27.3M | 1.3% | — | New |
| Tower Semiconductor Ltd | TSEM | 153.7K | $27M | 1.3% | — | New |
| Bitmine Immersion Tecnologie | — | 1.04M | $20.5M | 1.0% | −$2.62M | Added$10.8M |
| Compass Pathways Plc | CMPS | 3.49M | $19.3M | 0.9% | −$395.7K | Added$17.3M |
| Albemarle Corp | — | 95.6K | $17.2M | 0.8% | $457.1K | Added$15.5M |
| Sociedad Quimica Y Minera De | — | 206K | $16.7M | 0.8% | $288.6K | Added$15M |
| Lumentum Hldgs Inc | — | 20.4K | $14.4M | 0.7% | $6.83M | Cut$6.46M |
| Strategy Inc | — | 106.3K | $13.3M | 0.6% | — | New |
| Kaspi Kz Jsc | — | 156.8K | $11.6M | 0.6% | −$636.8K | Cut−$67.6M |
| Bitfarms Ltd | — | 5.72M | $11.2M | 0.5% | −$1.69M | Added$1.2M |
| Riot Platforms, Inc. | RIOT | 813.8K | $10.1M | 0.5% | −$252.3K | Cut−$549.3K |
| Applied Digital Corp. | APLD | 396.1K | $9.4M | 0.5% | −$308.9K | Cut−$1.05M |
| Perceptive Cap Solutions Cor | — | 740.3K | $8.12M | 0.4% | −$1.52M | Held |
| Coinbase Global, Inc. | COIN | 44.2K | $7.72M | 0.4% | −$2.28M | Cut−$4.34M |
| Cipher Mining Inc | CIFR | 597.8K | $7.69M | 0.4% | −$1.13M | Cut−$5.99M |
| Robinhood Mkts Inc | — | 87.2K | $6.04M | 0.3% | −$3.82M | Cut−$88.3M |
| Definium Therape | DFTX | 277.5K | $5.24M | 0.3% | — | New |
| Grindr Inc. | GRND | 417.8K | $5.05M | 0.2% | −$605.8K | Cut−$12.6M |
| Bitdeer Technologies Group | BTDR | 561.4K | $4.86M | 0.2% | −$395K | Added$3.13M |
| Galaxy Digital Inc. | GLXY | 230.8K | $4.26M | 0.2% | −$902.4K | Cut−$1.01M |
| Meta Platforms, Inc. | META | 6.95K | $3.98M | 0.2% | −$611.2K | Cut−$58.8M |
| Agnico Eagle Mines Ltd | AEM | 19K | $3.85M | 0.2% | — | New |
| Navan, Inc. | NAVN | 229.8K | $3.04M | 0.1% | — | New |
| Affirm Hldgs Inc | — | 52.2K | $2.39M | 0.1% | −$414.3K | Added$1.31M |
| Circle Internet Group, Inc. | CRCL | 23.7K | $2.26M | 0.1% | $382K | Cut$343.2K |
| Nektar Therapeutics | NKTR | 21.1K | $1.52M | 0.1% | $626K | Held |
| Jpmorgan Chase & Co. | — | 5.08K | $1.49M | 0.1% | −$142.4K | Cut−$451.1K |
| Nu Hldgs Ltd | — | 74.7K | $1.07M | 0.1% | −$177K | Cut−$475.4K |
| Newmont Corp | — | 9.71K | $1.05M | 0.1% | — | New |
| Dianthus Therapeutics Inc | — | 12K | $1.01M | 0.0% | $512.5K | Cut$388.9K |
| Broadcom Inc. | AVGO | 3.16K | $977.1K | 0.0% | −$115.5K | Cut−$12.3M |
| Axon Enterprise, Inc. | AXON | 1.93K | $818.8K | 0.0% | −$276.2K | Cut−$14.6M |
| Biontech Se | BNTX | 9.15K | $813K | 0.0% | — | New |
| Alibaba Group Hldg Ltd | — | 6.28K | $788.3K | 0.0% | −$132.7K | Cut−$2.95M |
| Netflix Inc | NFLX | 6.93K | $666.8K | 0.0% | $16.6K | Cut−$49.2K |
| Spotify Technology S.A. | SPOT | 1.37K | $665.3K | 0.0% | — | New |
| Ataibeckley Inc Com Shs | ATAI | 182.6K | $646.3K | 0.0% | — | New |
| Revolution Medicines Inc | — | 5.7K | $554.3K | 0.0% | $100.3K | Cut−$911.2K |
| Trevi Therapeutics, Inc. | TRVI | 45K | $536.9K | 0.0% | −$26.5K | Cut−$1.09M |
| Credicorp Ltd | BAP | 1.45K | $491.1K | 0.0% | $75.6K | Cut−$4.37M |
| Pure Storage Inc | P | 8.3K | $490.3K | 0.0% | −$66.2K | Cut−$10.8M |
| Coherent Corp. | COHR | 1.92K | $457.4K | 0.0% | $103K | Cut−$20.8M |
| Eledon Pharmaceuticals, Inc. | ELDN | 134K | $412.7K | 0.0% | — | New |
| Hyperliquid Strategies Inc | PURR | 80K | $407.2K | 0.0% | — | New |
| Grab Holdings Limited | — | 107.8K | $394.6K | 0.0% | −$143.4K | Cut−$16.5M |
| Ultragenyx Pharmaceutical In | — | 18K | $377.1K | 0.0% | — | New |
| Microsoft Corp | MSFT | 959 | $355K | 0.0% | −$108.8K | Cut−$43.2M |
| Fulcrum Therapeutics, Inc. | FULC | 40K | $306.8K | 0.0% | — | New |
| American Elec Pwr Co Inc | — | 2.19K | $287.5K | 0.0% | — | New |
| Annexon, Inc. | ANNX | 50K | $277K | 0.0% | — | New |
| PDD Holdings Inc. | PDD | 2.69K | $274.8K | 0.0% | −$30.1K | Cut−$332.6K |
| Palisade Bio, Inc. | PALI | 155K | $271.3K | 0.0% | −$93K | Cut−$445.5K |
| Vir Biotechnology, Inc. | VIR | 30K | $268.8K | 0.0% | — | New |
| Kiniksa Pharmaceuticals Intl | — | 5.14K | $247.4K | 0.0% | $35.5K | Cut−$280.6K |
| Enphase Energy, Inc. | ENPH | 6.33K | $239.4K | 0.0% | — | New |
| Reddit, Inc. | RDDT | 1.2K | $161.7K | 0.0% | −$114.4K | Cut−$129.4M |
| PMV Pharmaceuticals, Inc. | PMVP | 123.6K | $153.2K | 0.0% | — | New |
| Cummins Inc | CMI | 256 | $137.7K | 0.0% | — | New |
| Shopify Inc. | SHOP | 898 | $106.5K | 0.0% | −$38K | Cut−$27.9M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.