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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COIN CALL COINBASE GLOBAL INC Financial Services 45,000.0 $6.6M 0.20% NEW $146.19 +32.5%
42 RIOT RIOT PLATFORMS INC Financial Services 237,270.0 $6.5M 0.19% -577K -70.8% $27.38 -22.6%
43 BE BLOOM ENERGY CORP Industrials 20,121.0 $6.1M 0.18% -234K -92.1% $302.70 -28.0%
44 AVGO CALL BROADCOM INC Technology 16,000.0 $6.0M 0.18% NEW $377.75 -2.8%
45 DFTX DEFINIUM THERAPEUTICS INC Healthcare 128,131.0 $6.0M 0.18% -149K -53.8% $47.04 -6.3%
46 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 1,412,567.0 $5.1M 0.15% NEW $3.64 -15.4%
47 GOOGL CALL ALPHABET INC Communication Services 14,000.0 $5.0M 0.15% +6K +81.8% $357.37 -4.7%
48 GOOGL ALPHABET INC Communication Services 12,595.0 $4.5M 0.13% -460K -97.3% $357.37 -4.7%
49 CRCL CIRCLE INTERNET GROUP INC Financial Services 70,165.0 $4.4M 0.13% +46K +195.9% $62.63 +53.3%
50 CSCO CALL CISCO SYS INC Technology 32,500.0 $3.8M 0.11% NEW $117.46 -4.9%
51 ORBS EIGHTCO HOLDINGS INC Technology 5,210,458.0 $3.6M 0.11% NEW $0.70 +23.2%
52 INTC CALL INTEL CORP Technology 25,000.0 $3.5M 0.10% NEW $139.63 -35.0%
53 UXIN LTD 2,131,996.0 $3.3M 0.10% NEW $1.55
54 CSIQ CANADIAN SOLAR INC Energy 191,986.0 $3.1M 0.09% NEW $16.02 -12.5%
55 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 100,000.0 $3.1M 0.09% NEW $30.71 +23.1%
56 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 91,391.0 $3.1M 0.09% +73K +407.7% $33.39 -22.1%
57 KASPI KZ JSC 30,112.0 $2.6M 0.08% -127K -80.8% $86.64
58 COIN COINBASE GLOBAL INC Financial Services 17,426.0 $2.5M 0.07% -27K -60.6% $146.19 +32.5%
59 CLSK CLEANSPARK INC Technology 172,817.0 $2.5M 0.07% NEW $14.55 -10.0%
60 HIMS HIMS & HERS HEALTH INC Healthcare 61,422.0 $2.1M 0.06% NEW $34.67 -10.2%
Page 3 of 5  ·  97 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%