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BIT Capital GmbH

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2053305

$3.38B

disclosed book value

85

positions

9.8%

largest position share

Positions, as of 2026-06-30

top 97 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMZNAMAZON COM INCCALL1.4M$329.3M9.8%
2IREN LIMITED7.0M$321.6M9.5%
3AMZNAMAZON COM INC933,227$222.4M6.6%
4MUMICRON TECHNOLOGY INC183,294$211.6M6.3%
5HOODROBINHOOD MKTS INC2.0M$198.9M5.9%
6SNDKSANDISK CORP85,743$195.0M5.8%
7TSMTAIWAN SEMICONDUCTOR MANUFAC343,221$163.9M4.9%
8MRVLMARVELL TECHNOLOGY INC504,075$150.2M4.4%
9NAVNNAVAN INC5.2M$119.2M3.5%
10FIGRFIGURE TECHNOLOGY SOLUTIO3.8M$117.7M3.5%
11SIMOSILICON MOTION TECHNOLOGY CO349,195$116.4M3.4%
12OSCROSCAR HEALTH INC3.4M$97.5M2.9%
13HNGEHINGE HEALTH INC1.2M$95.9M2.8%
14FCXFREEPORT MCMORAN INC1.4M$90.6M2.7%
15CMPSCOMPASS PATHWAYS PLC6.3M$89.8M2.7%
16CIENCIENA CORP168,866$82.8M2.5%
17INTCINTEL CORP578,184$80.7M2.4%
18WULFTERAWULF INC2.8M$69.4M2.1%
19NOKNOKIA CORP4.6M$61.3M1.8%
20NVDANVIDIA CORPORATION258,566$51.7M1.5%
21PURRHYPERLIQUID STRATEGIES INC5.7M$44.9M1.3%
22KEELKEEL INFRASTRUCTURE CORP7.7M$44.0M1.3%
23IREN LIMITEDCALL784,200$35.9M1.1%
24SQMSOCIEDAD QUIMICA Y MINERA DE373,296$27.6M0.8%
25AFRMAFFIRM HLDGS INC331,200$27.0M0.8%
26ALBALBEMARLE CORP144,922$19.6M0.6%
27HOODROBINHOOD MKTS INCCALL173,500$17.4M0.5%
28GLXYGALAXY DIGITAL INC.608,383$16.6M0.5%
29CIFRCIPHER DIGITAL INC637,384$15.6M0.5%
30HUTHUT 8 CORP134,041$15.5M0.5%
31RDDTREDDIT INC87,741$15.2M0.5%
32CORZCORE SCIENTIFIC INC NEW578,091$14.8M0.4%
33APLDAPPLIED DIGITAL CORP386,458$14.4M0.4%
34MSTRSTRATEGY INCPUT160,000$13.9M0.4%
35CRCLCIRCLE INTERNET GROUP INCCALL220,000$13.8M0.4%
36SMTCSEMTECH CORP75,000$12.1M0.4%
37MSTRSTRATEGY INCCALL133,800$11.6M0.3%
38IDYAIDEAYA BIOSCIENCES INC311,333$11.6M0.3%
39BITDEER TECHNOLOGIES GROUP711,354$11.3M0.3%
40MSFTMICROSOFT CORPCALL19,000$7.1M0.2%
41COINCOINBASE GLOBAL INCCALL45,000$6.6M0.2%
42RIOTRIOT PLATFORMS INC237,270$6.5M0.2%
43BEBLOOM ENERGY CORP20,121$6.1M0.2%
44AVGOBROADCOM INCCALL16,000$6.0M0.2%
45DFTXDEFINIUM THERAPEUTICS INC128,131$6.0M0.2%
46HIVEHIVE DIGITAL TECHNOLOGIES LT1.4M$5.1M0.2%
47GOOGLALPHABET INCCALL14,000$5.0M0.1%
48GOOGLALPHABET INC12,595$4.5M0.1%
49CRCLCIRCLE INTERNET GROUP INC70,165$4.4M0.1%
50CSCOCISCO SYS INCCALL32,500$3.8M0.1%
51ORBSEIGHTCO HOLDINGS INC5.2M$3.6M0.1%
52INTCINTEL CORPCALL25,000$3.5M0.1%
53UXINUXIN LTD2.1M$3.3M0.1%
54CSIQCANADIAN SOLAR INC191,986$3.1M0.1%
55FIGRFIGURE TECHNOLOGY SOLUTIOCALL100,000$3.1M0.1%
56RAREULTRAGENYX PHARMACEUTICAL IN91,391$3.1M0.1%
57KSPIKASPI KZ JSC30,112$2.6M0.1%
58COINCOINBASE GLOBAL INC17,426$2.5M0.1%
59CLSKCLEANSPARK INC172,817$2.5M0.1%
60HIMSHIMS & HERS HEALTH INC61,422$2.1M0.1%
61RCUSARCUS BIOSCIENCES INC60,000$1.8M0.1%
62ENTGENTEGRIS INC10,176$1.8M0.1%
63ALABASTERA LABS INC3,697$1.8M0.1%
64IMNMIMMUNOME INC83,400$1.8M0.1%
65ATAIATAIBECKLEY INC320,576$1.7M0.1%
66LITELUMENTUM HLDGS INC1,781$1.5M0%
67NKTRNEKTAR THERAPEUTICS21,100$1.5M0%
68GRNDGRINDR INC95,506$1.4M0%
69PERCEPTIVE CAP SOLUTIONS COR120,000$1.3M0%
70IONSIONIS PHARMACEUTICALS INC16,300$1.3M0%
71BABAALIBABA GROUP HLDG LTD12,552$1.2M0%
72PALIPALISADE BIO INC574,000$1.2M0%
73TSMTAIWAN SEMICONDUCTOR MANUFACCALL2,500$1.2M0%
74DNTHDIANTHUS THERAPEUTICS INC12,000$1.2M0%
75RRXREGAL REXNORD CORPORATION4,532$1.1M0%
76RVMDREVOLUTION MEDICINES INC5,700$1.1M0%
77EDITEDITAS MEDICINE INC326,000$1.1M0%
78ELDNELEDON PHARMACEUTICALS INC266,000$1.0M0%
79RCKTROCKET PHARMACEUTICALS INC298,000$1.0M0%
80CSCOCISCO SYS INC8,509$999,4670%
81AAPLAPPLE INC3,363$973,1180%
82NFLXNETFLIX INC.12,035$859,2990%
83TRVITREVI THERAPEUTICS INC45,000$839,2500%
84ARMARM HOLDINGS PLC2,305$817,2840%
85VIRVIR BIOTECHNOLOGY INC80,000$815,2000%
86RBRKRUBRIK INC.8,518$683,8250%
87AEMAGNICO EAGLE MINES LTD4,368$677,6080%
88COSTCOSTCO WHOLESALE CORPORATION698$652,9580%
89PMVPPMV PHARMACEUTICALS INC407,555$546,1240%
90ALLOALLOGENE THERAPEUTICS INC230,000$478,4000%
91NEBIUS GROUP N.V.1,578$435,7960%
92DYNDYNE THERAPEUTICS INC15,700$348,6970%
93KINIKSA PHARMACEUTICALS INTL5,138$328,5750%
94AEPAMERICAN ELEC PWR CO INC2,193$300,0240%
95XMTRXOMETRY INC2,663$257,0330%
96KLACKLA CORP490$147,8380%
97GRNDGRINDR INCCALL800$11,4960%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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