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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RCUS ARCUS BIOSCIENCES INC Healthcare 60,000.0 $1.8M 0.06% NEW $30.83 -0.3%
62 ENTG ENTEGRIS INC Technology 10,176.0 $1.8M 0.05% NEW $179.86 -20.0%
63 ALAB ASTERA LABS INC Technology 3,697.0 $1.8M 0.05% NEW $483.02 -38.1%
64 IMNM IMMUNOME INC Healthcare 83,400.0 $1.8M 0.05% NEW $21.19 +36.0%
65 ATAIBECKLEY INC 320,576.0 $1.7M 0.05% +138K +75.6% $5.27
66 LITE LUMENTUM HLDGS INC Technology 1,781.0 $1.5M 0.04% -19K -91.3% $858.06 +9.5%
67 NKTR NEKTAR THERAPEUTICS Healthcare 21,100.0 $1.5M 0.04% $69.81 +7.5%
68 GRND GRINDR INC Technology 95,506.0 $1.4M 0.04% -322K -77.1% $14.37 +8.6%
69 PERCEPTIVE CAP SOLUTIONS COR 120,000.0 $1.3M 0.04% -620K -83.8% $10.88
70 IONS IONIS PHARMACEUTICALS INC Healthcare 16,300.0 $1.3M 0.04% NEW $79.29 -20.8%
71 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 12,552.0 $1.2M 0.04% +6K +99.8% $95.98 +20.4%
72 PALISADE BIO INC 574,000.0 $1.2M 0.04% +419K +270.3% $2.09
73 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 2,500.0 $1.2M 0.04% -8K -77.3% $477.57 -10.2%
74 DNTH DIANTHUS THERAPEUTICS INC Healthcare 12,000.0 $1.2M 0.04% $97.48 +14.9%
75 RRX REGAL REXNORD CORPORATION Industrials 4,532.0 $1.1M 0.03% NEW $238.19 -30.4%
76 RVMD REVOLUTION MEDICINES INC Healthcare 5,700.0 $1.1M 0.03% $187.28 +18.0%
77 EDIT EDITAS MEDICINE INC Healthcare 326,000.0 $1.1M 0.03% NEW $3.24 +2.0%
78 ELDN ELEDON PHARMACEUTICALS INC Healthcare 266,000.0 $1.0M 0.03% +132K +98.5% $3.94 -15.8%
79 RCKT ROCKET PHARMACEUTICALS INC Healthcare 298,000.0 $1.0M 0.03% NEW $3.42 +9.7%
80 CSCO CISCO SYS INC Technology 8,509.0 $999K 0.03% NEW $117.46 -4.6%
Page 4 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%