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 |
|---|---|---|---|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC NEW | $1,479.33万 | 0.44% | 578,091 | 578,091 | — | $1,479.33万 | 新建仓 |
| RDDT | REDDIT INC | $1,523.01万 | 0.45% | 87,741 | 86,540 | 7,205.7% | $1,502.16万 | 加仓 |
| HUT | HUT 8 CORP | $1,547.44万 | 0.46% | 134,041 | -1,756,118 | -92.9% | -$2.03亿 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $1,561.59万 | 0.46% | 637,384 | 39,565 | 6.6% | $96.93万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $1,663.32万 | 0.49% | 608,383 | 377,581 | 163.6% | $1,032.31万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $1,739.86万 | 0.52% | 173,500 | 173,500 | — | $1,739.86万 | 新建仓 |
| ALB | ALBEMARLE CORP | $1,956.88万 | 0.58% | 144,922 | 49,351 | 51.6% | $666.39万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,700.94万 | 0.80% | 331,200 | 279,003 | 534.5% | $2,275.27万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $2,763.88万 | 0.82% | 373,296 | 167,324 | 81.2% | $1,238.87万 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $3,586.15万 | 1.06% | 784,200 | 598,200 | 321.6% | $2,735.57万 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $4,398.12万 | 1.30% | 7,662,235 | 7,662,235 | — | $4,398.12万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $4,488.69万 | 1.33% | 5,703,542 | 5,623,542 | 7,029.4% | $4,425.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,173.65万 | 1.53% | 258,566 | -232,430 | -47.3% | -$4,650.69万 | 减仓 |
| NOK | NOKIA CORP | $6,133.28万 | 1.82% | 4,618,433 | 1,222,120 | 36.0% | $1,622.98万 | 加仓 |
| WULF | TERAWULF INC | $6,937.46万 | 2.06% | 2,808,687 | 354,633 | 14.5% | $875.94万 | 加仓 |
| INTC | INTEL CORP | $8,073.18万 | 2.39% | 578,184 | -918,710 | -61.4% | -$1.28亿 | 减仓 |
| CIEN | CIENA CORP | $8,283.89万 | 2.45% | 168,866 | 168,866 | — | $8,283.89万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $8,983.55万 | 2.66% | 6,348,797 | 2,857,563 | 81.8% | $4,043.45万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $9,056.06万 | 2.68% | 1,439,984 | 499,639 | 53.1% | $3,142.23万 | 加仓 |
| HNGE | HINGE HEALTH INC | $9,588.18万 | 2.84% | 1,155,203 | -1,154,594 | -50.0% | -$9,583.13万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $9,748.01万 | 2.89% | 3,417,957 | -2,903,464 | -45.9% | -$8,280.68万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1.16亿 | 3.45% | 349,195 | 349,195 | — | $1.16亿 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.18亿 | 3.49% | 3,832,200 | 1,332,075 | 53.3% | $4,090.80万 | 加仓 |
| NAVN | NAVAN INC | $1.19亿 | 3.53% | 5,210,700 | 4,980,897 | 2,167.5% | $1.14亿 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.50亿 | 4.45% | 504,075 | 504,075 | — | $1.50亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.64亿 | 4.86% | 343,221 | 7,942 | 2.4% | $379.29万 | 加仓 |
| SNDK | SANDISK CORP | $1.95亿 | 5.78% | 85,743 | 85,743 | — | $1.95亿 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1.99亿 | 5.89% | 1,983,054 | 1,895,844 | 2,173.9% | $1.90亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.12亿 | 6.27% | 183,294 | -123,535 | -40.3% | -$1.43亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.22亿 | 6.59% | 933,227 | 156,581 | 20.2% | $3,731.95万 | 加仓 |
| IREN | IREN LIMITED | $3.22亿 | 9.53% | 7,032,519 | 505,417 | 7.7% | $2,311.27万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $3.29亿 | 9.76% | 1,381,500 | 755,100 | 120.5% | $1.80亿 | 加仓 |