BIT Capital GmbH
BERLIN 2M · SEC CIK 0002053305
$33.75亿2026Q2 申报市值
97持仓数
60.1%前十大占比 · 第一大 9.8%
32 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNDK 新建仓+$1.95亿
HOOD 加仓+$1.90亿
MRVL 新建仓+$1.50亿
SIMO 新建仓+$1.16亿
NAVN 加仓+$1.14亿
2026Q2 卖出最多 按季末市值估算
HUT 减仓-$2.03亿
GOOGL 减仓-$1.64亿
MU 减仓-$1.43亿
INTC 减仓-$1.28亿
HNGE 减仓-$9,583.13万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -457,294 | -100.0% | -$9,302.73万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -583,796 | -100.0% | -$3,659.23万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -2,286,978 | -100.0% | -$3,101.14万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -153,660 | -100.0% | -$2,696.43万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -67,200 | -100.0% | -$2,270.28万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -1,035,541 | -100.0% | -$2,048.30万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE 看涨期权 | $0 | 0.00% | 0 | -750,000 | -100.0% | -$1,483.50万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -106,284 | -100.0% | -$1,326.42万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $0 | 0.00% | 0 | -58,000 | -100.0% | -$1,179.89万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -5,719,277 | -100.0% | -$1,115.26万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -16,500 | -100.0% | -$944.01万 | 清仓 |
| GOOG | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -24,800 | -100.0% | -$711.41万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -6,949 | -100.0% | -$397.57万 | 清仓 |
| NOW | SERVICENOW INC 看涨期权 | $0 | 0.00% | 0 | -17,800 | -100.0% | -$186.10万 | 清仓 |
| DDOG | DATADOG INC 看涨期权 | $0 | 0.00% | 0 | -15,600 | -100.0% | -$184.16万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -5,076 | -100.0% | -$149.32万 | 清仓 |
| REAL | THE REALREAL INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$136.20万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -74,703 | -100.0% | -$107.35万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -9,711 | -100.0% | -$105.12万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -3,157 | -100.0% | -$97.71万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -1,928 | -100.0% | -$81.88万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -9,147 | -100.0% | -$81.30万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,372 | -100.0% | -$66.53万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -1,448 | -100.0% | -$49.11万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -8,305 | -100.0% | -$49.03万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,920 | -100.0% | -$45.74万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -107,824 | -100.0% | -$39.46万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -959 | -100.0% | -$35.50万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$30.68万 | 清仓 |
| ANNX | ANNEXON INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$27.70万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -2,689 | -100.0% | -$27.48万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -6,331 | -100.0% | -$23.94万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -256 | -100.0% | -$13.77万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -898 | -100.0% | -$10.65万 | 清仓 |
| IGV | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$8,005 | 清仓 |
| GRND | GRINDR INC 看涨期权 | $1.15万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $14.78万 | 0.00% | 490 | 490 | — | $14.78万 | 新建仓 |
| XMTR | XOMETRY INC | $25.70万 | 0.01% | 2,663 | -107,090 | -97.6% | -$1,033.63万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $30.00万 | 0.01% | 2,193 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $32.86万 | 0.01% | 5,138 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $34.87万 | 0.01% | 15,700 | 700 | 4.7% | $1.55万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $43.58万 | 0.01% | 1,578 | 1,578 | — | $43.58万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $47.84万 | 0.01% | 230,000 | 230,000 | — | $47.84万 | 新建仓 |
| — | PMV PHARMACEUTICALS INC | $54.61万 | 0.02% | 407,555 | 284,000 | 229.9% | $38.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.30万 | 0.02% | 698 | 698 | — | $65.30万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $67.76万 | 0.02% | 4,368 | -14,620 | -77.0% | -$226.80万 | 减仓 |
| RBRK | RUBRIK INC. | $68.38万 | 0.02% | 8,518 | -901,864 | -99.1% | -$7,240.16万 | 重新持有 |
| VIR | VIR BIOTECHNOLOGY INC | $81.52万 | 0.02% | 80,000 | 50,000 | 166.7% | $50.95万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $81.73万 | 0.02% | 2,305 | 2,305 | — | $81.73万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $83.92万 | 0.02% | 45,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $85.93万 | 0.03% | 12,035 | 5,100 | 73.5% | $36.41万 | 加仓 |
| AAPL | APPLE INC | $97.31万 | 0.03% | 3,363 | 3,363 | — | $97.31万 | 新建仓 |
| CSCO | CISCO SYS INC | $99.95万 | 0.03% | 8,509 | 8,509 | — | $99.95万 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $101.92万 | 0.03% | 298,000 | 298,000 | — | $101.92万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $104.80万 | 0.03% | 266,000 | 132,000 | 98.5% | $52.01万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $105.62万 | 0.03% | 326,000 | 326,000 | — | $105.62万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $106.75万 | 0.03% | 5,700 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $107.95万 | 0.03% | 4,532 | 4,532 | — | $107.95万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $116.98万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $119.39万 | 0.04% | 2,500 | -8,500 | -77.3% | -$405.93万 | 减仓 |
| PALI | PALISADE BIO INC | $119.97万 | 0.04% | 574,000 | 419,000 | 270.3% | $87.57万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $120.47万 | 0.04% | 12,552 | 6,269 | 99.8% | $60.17万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $129.24万 | 0.04% | 16,300 | 16,300 | — | $129.24万 | 新建仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $130.56万 | 0.04% | 120,000 | -620,264 | -83.8% | -$674.85万 | 减仓 |
| GRND | GRINDR INC | $137.24万 | 0.04% | 95,506 | -322,294 | -77.1% | -$463.14万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $147.30万 | 0.04% | 21,100 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $152.82万 | 0.05% | 1,781 | -18,652 | -91.3% | -$1,600.45万 | 减仓 |
| — | ATAIBECKLEY INC | $168.94万 | 0.05% | 320,576 | 138,000 | 75.6% | $72.73万 | 加仓 |
| IMNM | IMMUNOME INC | $176.72万 | 0.05% | 83,400 | 83,400 | — | $176.72万 | 新建仓 |
| ALAB | ASTERA LABS INC | $178.57万 | 0.05% | 3,697 | 3,697 | — | $178.57万 | 新建仓 |
| ENTG | ENTEGRIS INC | $183.03万 | 0.05% | 10,176 | 10,176 | — | $183.03万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $184.98万 | 0.05% | 60,000 | 60,000 | — | $184.98万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $212.95万 | 0.06% | 61,422 | -314,906 | -83.7% | -$1,091.78万 | 重新持有 |
| CLSK | CLEANSPARK INC | $251.45万 | 0.07% | 172,817 | -710,837 | -80.4% | -$1,034.27万 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $254.75万 | 0.08% | 17,426 | -26,763 | -60.6% | -$391.25万 | 减仓 |
| KSPI | KASPI KZ JSC | $260.89万 | 0.08% | 30,112 | -126,736 | -80.8% | -$1,098.04万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $305.15万 | 0.09% | 91,391 | 73,391 | 407.7% | $245.05万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO 看涨期权 | $307.10万 | 0.09% | 100,000 | 100,000 | — | $307.10万 | 新建仓 |
| CSIQ | CANADIAN SOLAR INC | $307.56万 | 0.09% | 191,986 | 191,986 | — | $307.56万 | 新建仓 |
| — | UXIN LTD | $330.46万 | 0.10% | 2,131,996 | 2,131,996 | — | $330.46万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $349.07万 | 0.10% | 25,000 | 25,000 | — | $349.07万 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $362.39万 | 0.11% | 5,210,458 | 5,210,458 | — | $362.39万 | 新建仓 |
| CSCO | CISCO SYS INC 看涨期权 | $381.75万 | 0.11% | 32,500 | 32,500 | — | $381.75万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $439.44万 | 0.13% | 70,165 | 46,454 | 195.9% | $290.94万 | 加仓 |
| GOOGL | ALPHABET INC | $450.11万 | 0.13% | 12,595 | -459,535 | -97.3% | -$1.64亿 | 减仓 |
| GOOGL | ALPHABET INC 看涨期权 | $500.32万 | 0.15% | 14,000 | 6,300 | 81.8% | $225.14万 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $514.17万 | 0.15% | 1,412,567 | 1,412,567 | — | $514.17万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $602.73万 | 0.18% | 128,131 | -149,380 | -53.8% | -$702.68万 | 减仓 |
| AVGO | BROADCOM INC 看涨期权 | $604.40万 | 0.18% | 16,000 | 16,000 | — | $604.40万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $609.06万 | 0.18% | 20,121 | -233,968 | -92.1% | -$7,082.21万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $649.65万 | 0.19% | 237,270 | -576,565 | -70.8% | -$1,578.64万 | 减仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $657.86万 | 0.19% | 45,000 | -167,200 | -78.8% | -$2,444.30万 | 重新持有 |
| MSFT | MICROSOFT CORP 看涨期权 | $708.74万 | 0.21% | 19,000 | -18,500 | -49.3% | -$690.09万 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,128.92万 | 0.33% | 711,354 | 149,962 | 26.7% | $237.99万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,160.34万 | 0.34% | 311,333 | 294,433 | 1,742.2% | $1,097.35万 | 重新持有 |
| MSTR | STRATEGY INC 看涨期权 | $1,163.12万 | 0.34% | 133,800 | -295,900 | -68.9% | -$2,572.26万 | 减仓 |
| SMTC | SEMTECH CORP | $1,213.88万 | 0.36% | 75,000 | 75,000 | — | $1,213.88万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看涨期权 | $1,377.86万 | 0.41% | 220,000 | 20,000 | 10.0% | $125.26万 | 重新持有 |
| MSTR | STRATEGY INC 看跌期权 | $1,390.88万 | 0.41% | 160,000 | 160,000 | — | $1,390.88万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $1,441.49万 | 0.43% | 386,458 | -9,624 | -2.4% | -$35.90万 | 减仓 |