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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  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CLSK CLEANSPARK INC Technology 172,817.0 $2.5M 0.07% NEW $14.55 -11.0%
22 HIMS HIMS & HERS HEALTH INC Healthcare 61,422.0 $2.1M 0.06% NEW $34.67 -8.7%
23 RCUS ARCUS BIOSCIENCES INC Healthcare 60,000.0 $1.8M 0.06% NEW $30.83 -0.8%
24 ENTG ENTEGRIS INC Technology 10,176.0 $1.8M 0.05% NEW $179.86 -19.2%
25 ALAB ASTERA LABS INC Technology 3,697.0 $1.8M 0.05% NEW $483.02 -37.0%
26 IMNM IMMUNOME INC Healthcare 83,400.0 $1.8M 0.05% NEW $21.19 +36.2%
27 IONS IONIS PHARMACEUTICALS INC Healthcare 16,300.0 $1.3M 0.04% NEW $79.29 -21.3%
28 RRX REGAL REXNORD CORPORATION Industrials 4,532.0 $1.1M 0.03% NEW $238.19 -31.2%
29 EDIT EDITAS MEDICINE INC Healthcare 326,000.0 $1.1M 0.03% NEW $3.24 +1.9%
30 RCKT ROCKET PHARMACEUTICALS INC Healthcare 298,000.0 $1.0M 0.03% NEW $3.42 +5.8%
31 CSCO CISCO SYS INC Technology 8,509.0 $999K 0.03% NEW $117.46 -4.5%
32 AAPL APPLE INC Technology 3,363.0 $973K 0.03% NEW $289.36 +8.7%
33 ARM ARM HOLDINGS PLC Technology 2,305.0 $817K 0.02% NEW $354.57 -28.0%
34 RBRK RUBRIK INC. Technology 8,518.0 $684K 0.02% NEW $80.28 +33.3%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 698.0 $653K 0.02% NEW $935.47 -0.1%
36 ALLO ALLOGENE THERAPEUTICS INC Healthcare 230,000.0 $478K 0.01% NEW $2.08 +0.5%
37 NEBIUS GROUP N.V. 1,578.0 $436K 0.01% NEW $276.17
38 DYN DYNE THERAPEUTICS INC Healthcare 15,700.0 $349K 0.01% NEW $22.21 +17.5%
39 XMTR XOMETRY INC Industrials 2,663.0 $257K 0.01% NEW $96.52 -0.3%
40 KLAC KLA CORP Technology 490.0 $148K 0.00% NEW $301.71 -39.1%
Page 2 of 2  ·  40 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%