EdgeMarket › What Bit Capital Gmbh reported owning
What Bit Capital Gmbh reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
92Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IREN IREN Ltd | 223.7M | 10.8% | 6.5M | 41.88 | +111.9% |
| AMZN AMAZON COM INC | 161.8M | 7.8% | 776.6K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 135.8M | 6.5% | 472.1K | 344.82 | +73.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 113.3M | 5.5% | 335.3K | 418.95 | +83.3% |
| MU MICRON TECHNOLOGY INC | 103.7M | 5.0% | 306.8K | 966.78 | +724.8% |
| AMD ADVANCED MICRO DEVICES INC | 93.0M | 4.5% | 457.3K | 473.25 | +186.5% |
| HNGE Hinge Health, Inc. | 89.1M | 4.3% | 2.3M | 88.42 | +54.5% |
| HUT Hut 8 Corp. | 88.7M | 4.3% | 1.9M | 80.86 | +262.4% |
| NVDA NVIDIA CORP | 85.6M | 4.1% | 491.0K | 214.72 | +22.4% |
| FIGR Figure Technology Solutions, Inc. | 84.9M | 4.1% | 2.5M | 39.10 | — |
| OSCR Oscar Health, Inc. | 72.5M | 3.5% | 6.3M | 32.04 | +109.8% |
| INTC INTEL CORP | 66.1M | 3.2% | 1.5M | 90.07 | +282.6% |
| FCX FREEPORT-MCMORAN INC | 55.3M | 2.7% | 940.3K | 76.66 | +85.6% |
| LMND Lemonade, Inc. | 36.6M | 1.8% | 583.8K | 53.37 | -4.3% |
| WULF TERAWULF INC. | 35.4M | 1.7% | 2.5M | 15.64 | +68.5% |
| BE Bloom Energy Corp | 34.4M | 1.7% | 254.1K | 201.45 | +352.6% |
| RUN Sunrun Inc. | 31.0M | 1.5% | 2.3M | 9.16 | -40.8% |
| NOK NOKIA CORP | 27.3M | 1.3% | 3.4M | 10.21 | +140.8% |
| TSEM TOWER SEMICONDUCTOR LTD | 27.0M | 1.3% | 153.7K | 222.59 | +344.7% |
| BMNR BITMINE IMMERSION TECHNOLOGIES, INC. | 20.5M | 1.0% | 1.0M | 22.83 | -56.1% |
| CMPS COMPASS Pathways plc | 19.3M | 0.9% | 3.5M | 13.33 | +226.7% |
| ALB ALBEMARLE CORP | 17.2M | 0.8% | 95.6K | 143.25 | +83.4% |
| SQM CHEMICAL & MINING CO OF CHILE INC | 16.7M | 0.8% | 206.0K | 81.96 | +84.8% |
| LITE Lumentum Holdings Inc. | 14.4M | 0.7% | 20.4K | 866.71 | +647.9% |
| MSTR Strategy Inc | 13.3M | 0.6% | 106.3K | 119.25 | -65.4% |
| KSPI Joint Stock Co Kaspi.kz | 11.6M | 0.6% | 156.8K | 105.55 | +16.9% |
| unmapped CUSIP 09173B107 | 11.2M | 0.5% | 5.7M | — | — |
| RIOT Riot Platforms, Inc. | 10.1M | 0.5% | 813.8K | 19.83 | +58.4% |
| APLD Applied Digital Corp. | 9.4M | 0.5% | 396.1K | 27.21 | +73.1% |
| unmapped CUSIP G70077105 | 8.1M | 0.4% | 740.3K | — | — |
| COIN Coinbase Global, Inc. | 7.7M | 0.4% | 44.2K | 186.49 | -38.7% |
| CIFR Cipher Digital Inc. | 7.7M | 0.4% | 597.8K | 15.77 | +165.0% |
| HOOD Robinhood Markets, Inc. | 6.0M | 0.3% | 87.2K | 108.13 | +2.6% |
| DFTX Definium Therapeutics, Inc. | 5.2M | 0.3% | 277.5K | 44.91 | +375.2% |
| GRND Grindr Inc. | 5.1M | 0.2% | 417.8K | 15.53 | -1.6% |
| BTDR Bitdeer Technologies Group | 4.9M | 0.2% | 561.4K | 11.37 | -12.1% |
| GLXY Galaxy Digital Inc. | 4.3M | 0.2% | 230.8K | 23.64 | -3.5% |
| META Meta Platforms, Inc. | 4.0M | 0.2% | 6.9K | 549.90 | -26.5% |
| AEM AGNICO EAGLE MINES LTD | 3.9M | 0.2% | 19.0K | 216.06 | +60.4% |
| NAVN Navan, Inc. | 3.0M | 0.1% | 229.8K | 29.16 | — |
| AFRM Affirm Holdings, Inc. | 2.4M | 0.1% | 52.2K | 77.03 | +5.5% |
| CRCL Circle Internet Group, Inc. | 2.3M | 0.1% | 23.7K | 87.98 | -36.2% |
| NKTR NEKTAR THERAPEUTICS | 1.5M | 0.1% | 21.1K | 74.02 | +174.7% |
| JPM JPMORGAN CHASE & CO | 1.5M | 0.1% | 5.1K | 351.58 | +20.3% |
| NU Nu Holdings Ltd. | 1.1M | 0.1% | 74.7K | 14.58 | +7.0% |
| NEM NEWMONT Corp /DE/ | 1.1M | 0.1% | 9.7K | 131.58 | +90.7% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 1.0M | 0.0% | 12.0K | 111.10 | +374.4% |
| AVGO Broadcom Inc. | 977.1K | 0.0% | 3.2K | 368.45 | +26.5% |
| AXON AXON ENTERPRISE, INC. | 818.8K | 0.0% | 1.9K | 627.75 | -17.5% |
| BNTX BioNTech SE | 813.0K | 0.0% | 9.1K | 116.57 | +4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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