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Portfolio (Quarterly) Guide ↗

BIT Capital GmbH

· CIK 0002053305
13F Portfolio $2.7B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 104 New
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WULF TERAWULF INC Financial Services 1,157,735.0 $13.3M 0.49% NEW $11.49 +88.3%
42 CORZ CALL CORE SCIENTIFIC INC NEW Technology 900,000.0 $13.1M 0.48% NEW $14.56 +70.5%
43 HIMS HIMS & HERS HEALTH INC Healthcare 376,328.0 $12.2M 0.45% NEW $32.47 -26.1%
44 COIN COINBASE GLOBAL INC Financial Services 53,312.0 $12.1M 0.44% NEW $226.14 -14.4%
45 PSTG PURE STORAGE INC Technology 168,329.0 $11.3M 0.41% NEW $67.01 +25.1%
46 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 262,752.0 $10.7M 0.40% NEW $40.84 -15.8%
47 RIOT RIOT PLATFORMS INC Financial Services 837,281.0 $10.6M 0.39% NEW $12.67 +86.8%
48 APLD APPLIED DIGITAL CORP Technology 426,120.0 $10.4M 0.38% NEW $24.52 +95.8%
49 BITFARMS LTD 4,236,912.0 $10.0M 0.37% NEW $2.35
50 PERCEPTIVE CAP SOLUTIONS COR 740,264.0 $9.6M 0.35% NEW $13.03
51 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 355,139.0 $9.6M 0.35% NEW $27.15 -27.8%
52 MSTR CALL STRATEGY INC Technology 60,100.0 $9.1M 0.34% NEW $151.95 +8.5%
53 CLSK CLEANSPARK INC Technology 883,654.0 $8.9M 0.33% NEW $10.12 +55.7%
54 LITE LUMENTUM HLDGS INC Technology 21,423.0 $7.9M 0.29% NEW $368.59 +161.7%
55 XMTR XOMETRY INC Industrials 109,753.0 $6.5M 0.24% NEW $59.47 +54.3%
56 RBRK CALL RUBRIK INC. Technology 80,000.0 $6.1M 0.23% NEW $76.48 -12.5%
57 SITM SITIME CORP Technology 16,150.0 $5.7M 0.21% NEW $353.19 +97.3%
58 GALAXY DIGITAL INC. 235,812.0 $5.3M 0.19% NEW $22.36
59 IREN CALL IREN LIMITED Financial Services 137,500.0 $5.2M 0.19% NEW $37.77 +53.7%
60 BAP CREDICORP LTD Financial Services 16,951.0 $4.9M 0.18% NEW $287.00 +19.9%
Page 3 of 6  ·  104 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 37.4%
Financial Services 27.1%
Communication Services 17.7%
Healthcare 14.0%
Consumer Cyclical 2.5%
Industrials 1.0%
Basic Materials 0.2%