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Portfolio (Quarterly) Guide ↗

BIT Capital GmbH

· CIK 0002053305
13F Portfolio $2.1B AUM 92 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 19 Added 38 Reduced 44 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NU NU HLDGS LTD Financial Services 74,703.0 $1.1M 0.05% -18K -19.3% $14.37 -11.4%
22 DNTH DIANTHUS THERAPEUTICS INC Healthcare 12,000.0 $1.0M 0.05% -3K -20.0% $83.92 +3.1%
23 AVGO BROADCOM INC Technology 3,157.0 $977K 0.05% -35K -91.8% $309.51 +33.8%
24 AXON AXON ENTERPRISE INC Industrials 1,928.0 $819K 0.04% -25K -92.9% $424.69 -9.1%
25 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,283.0 $788K 0.04% -19K -75.4% $125.46 +3.6%
26 NFLX NETFLIX INC. Communication Services 6,935.0 $667K 0.03% -701.0 -9.2% $96.15 -7.9%
27 RVMD REVOLUTION MEDICINES INC Healthcare 5,700.0 $554K 0.03% -13K -69.0% $97.25 +55.8%
28 TRVI TREVI THERAPEUTICS INC Healthcare 45,000.0 $537K 0.03% -85K -65.4% $11.93 +18.4%
29 BAP CREDICORP LTD Financial Services 1,448.0 $491K 0.02% -16K -91.5% $339.18 -1.4%
30 PSTG EVERPURE INC Technology 8,305.0 $490K 0.02% -160K -95.1% $59.04 +46.0%
31 COHR COHERENT CORP Technology 1,920.0 $457K 0.02% -113K -98.3% $238.21 +58.5%
32 GRAB GRAB HOLDINGS LIMITED Technology 107,824.0 $395K 0.02% -3.3M -96.8% $3.66 -4.1%
33 MSFT MICROSOFT CORP Technology 959.0 $355K 0.02% -89K -98.9% $370.17 +13.1%
34 PDD PDD HOLDINGS INC Consumer Cyclical 2,689.0 $275K 0.01% -3K -49.8% $102.18 -7.5%
35 PALISADE BIO INC 155,000.0 $271K 0.01% -150K -49.2% $1.75
36 KINIKSA PHARMACEUTICALS INTL 5,138.0 $247K 0.01% -8K -59.9% $48.15
37 RDDT REDDIT INC Communication Services 1,201.0 $162K 0.01% -562K -99.8% $134.65 +5.2%
38 SHOP SHOPIFY INC Technology 898.0 $107K 0.01% -173K -99.5% $118.62 -13.2%
Page 2 of 2  ·  38 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 34.3%
Financial Services 26.3%
Healthcare 11.5%
Consumer Cyclical 9.8%
Communication Services 8.5%
Basic Materials 5.7%
Industrials 2.1%
Energy 1.9%
Utilities 0.0%