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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AAPL APPLE INC Technology 3,363.0 $973K 0.03% NEW $289.36 +8.8%
82 NFLX NETFLIX INC. Communication Services 12,035.0 $859K 0.03% +5K +73.5% $71.40 +11.7%
83 TRVI TREVI THERAPEUTICS INC Healthcare 45,000.0 $839K 0.03% $18.65 -4.6%
84 ARM ARM HOLDINGS PLC Technology 2,305.0 $817K 0.02% NEW $354.57 -28.8%
85 VIR VIR BIOTECHNOLOGY INC Healthcare 80,000.0 $815K 0.02% +50K +166.7% $10.19 +10.0%
86 RBRK RUBRIK INC. Technology 8,518.0 $684K 0.02% NEW $80.28 +30.0%
87 AEM AGNICO EAGLE MINES LTD Basic Materials 4,368.0 $678K 0.02% -15K -77.0% $155.13 +38.9%
88 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 698.0 $653K 0.02% NEW $935.47 +0.8%
89 PMVP PMV PHARMACEUTICALS INC Healthcare 407,555.0 $546K 0.02% +284K +229.9% $1.34 -4.9%
90 ALLO ALLOGENE THERAPEUTICS INC Healthcare 230,000.0 $478K 0.01% NEW $2.08 +0.0%
91 NEBIUS GROUP N.V. 1,578.0 $436K 0.01% NEW $276.17
92 DYN DYNE THERAPEUTICS INC Healthcare 15,700.0 $349K 0.01% NEW $22.21 +17.6%
93 KINIKSA PHARMACEUTICALS INTL 5,138.0 $329K 0.01% $63.95
94 AEP AMERICAN ELEC PWR CO INC Utilities 2,193.0 $300K 0.01% $136.81 -10.5%
95 XMTR XOMETRY INC Industrials 2,663.0 $257K 0.01% NEW $96.52 -3.6%
96 KLAC KLA CORP Technology 490.0 $148K 0.00% NEW $301.71 -39.5%
97 GRND CALL GRINDR INC Technology 800.0 $11K $14.37 +9.6%
Page 5 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%