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Portfolio (Quarterly) Guide ↗

BIT Capital GmbH

· CIK 0002053305
13F Portfolio $3.4B AUM 97 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 30 Added 20 Reduced 35 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL CALL ALPHABET INC Communication Services 14,000.0 $5.0M 0.15% +6K +81.8% $357.37 -4.5%
22 CRCL CIRCLE INTERNET GROUP INC Financial Services 70,165.0 $4.4M 0.13% +46K +195.9% $62.63 +52.3%
23 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 91,391.0 $3.1M 0.09% +73K +407.7% $33.39 -21.9%
24 ATAIBECKLEY INC 320,576.0 $1.7M 0.05% +138K +75.6% $5.27
25 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 12,552.0 $1.2M 0.04% +6K +99.8% $95.98 +20.4%
26 PALISADE BIO INC 574,000.0 $1.2M 0.04% +419K +270.3% $2.09
27 ELDN ELEDON PHARMACEUTICALS INC Healthcare 266,000.0 $1.0M 0.03% +132K +98.5% $3.94 -15.8%
28 NFLX NETFLIX INC. Communication Services 12,035.0 $859K 0.03% +5K +73.5% $71.40 +11.7%
29 VIR VIR BIOTECHNOLOGY INC Healthcare 80,000.0 $815K 0.02% +50K +166.7% $10.19 +11.7%
30 PMVP PMV PHARMACEUTICALS INC Healthcare 407,555.0 $546K 0.02% +284K +229.9% $1.34 -5.2%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Financial Services 25.8%
Healthcare 11.2%
Consumer Cyclical 7.8%
Basic Materials 6.4%
Communication Services 0.7%
Industrials 0.3%
Energy 0.1%
Utilities 0.0%
Consumer Defensive 0.0%