13F 机构持仓

BIT Capital GmbH

BERLIN 2M · SEC CIK 0002053305

2026Q22026Q1 更早 9 个季度 🔒
$20.73亿2026Q1 申报市值
92持仓数
59.1%前十大占比 · 第一大 10.8%
26 / 36新建仓 / 清仓
申报市值走势$33.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IREN 10.8%
AMZN 7.8%
GOOGL 6.5%
AMZN 看涨期权 6.3%
TSM 5.5%
MU 5.0%
AMD 4.5%
HNGE 4.3%
HUT 4.3%
NVDA 4.1%

2026Q1 买入最多 按季末市值估算

AMZN 加仓+$1.36亿
AMD 加仓+$7,714.43万
FIGR 加仓+$7,595.88万
FCX 新建仓+$5,527.35万
INTC 加仓+$3,794.87万

2026Q1 卖出最多 按季末市值估算

DDOG 清仓-$8,952.51万
LMND 减仓-$7,789.85万
RDDT 减仓-$7,570.31万
KSPI 减仓-$6,349.69万
HOOD 减仓-$5,179.26万

2026Q1 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
DDOG DATADOG INC $00.00%0 -658,321-100.0% -$8,952.51万 清仓
RBRK RUBRIK INC. $00.00%0 —— — 申报中断
COIN COINBASE GLOBAL INC 看涨期权 $00.00%0 —— — 申报中断
GOOG ALPHABET INC $00.00%0 -111,000-100.0% -$3,483.18万 清仓
DUOL DUOLINGO INC $00.00%0 -178,910-100.0% -$3,139.87万 清仓
NTSK NETSKOPE INC $00.00%0 -1,578,277-100.0% -$2,768.30万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -143,101-100.0% -$2,635.92万 清仓
REAL THE REALREAL INC $00.00%0 -1,133,140-100.0% -$1,788.09万 清仓
GLXY GALAXY DIGITAL INC. 看涨期权 $00.00%0 -775,000-100.0% -$1,732.90万 清仓
CRCL CIRCLE INTERNET GROUP INC 看涨期权 $00.00%0 —— — 申报中断
OMDA OMADA HEALTH INC $00.00%0 -940,238-100.0% -$1,483.70万 清仓
BBD BANCO BRADESCO S A 看跌期权 $00.00%0 -4,301,200-100.0% -$1,432.30万 清仓
GRAL GRAIL INC $00.00%0 -156,263-100.0% -$1,337.45万 清仓
CORZ CORE SCIENTIFIC INC NEW 看涨期权 $00.00%0 -900,000-100.0% -$1,310.40万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 —— — 申报中断
CLSK CLEANSPARK INC $00.00%0 —— — 申报中断
XMTR XOMETRY INC $00.00%0 —— — 申报中断
RBRK RUBRIK INC. 看涨期权 $00.00%0 -80,000-100.0% -$611.84万 清仓
SITM SITIME CORP $00.00%0 -16,150-100.0% -$570.40万 清仓
CVNA CARVANA CO 看涨期权 $00.00%0 -7,500-100.0% -$316.51万 清仓
HUT HUT 8 CORP 看涨期权 $00.00%0 -55,000-100.0% -$252.67万 清仓
LMND LEMONADE INC 看涨期权 $00.00%0 -30,000-100.0% -$213.54万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -4,482-100.0% -$210.10万 清仓
NOW SERVICENOW INC $00.00%0 -11,575-100.0% -$177.32万 清仓
HIMS HIMS & HERS HEALTH INC 看涨期权 $00.00%0 -40,000-100.0% -$129.88万 清仓
SE SEA LTD $00.00%0 -9,768-100.0% -$124.61万 清仓
SNOW SNOWFLAKE INC $00.00%0 -4,481-100.0% -$98.30万 清仓
QURE UNIQURE NV $00.00%0 -31,614-100.0% -$75.65万 清仓
GHRS GH RESEARCH PLC $00.00%0 -50,000-100.0% -$63.50万 清仓
TECX TECTONIC THERAPEUTIC INC $00.00%0 -30,000-100.0% -$62.58万 清仓
IDYA IDEAYA BIOSCIENCES INC $00.00%0 —— — 申报中断
MNKD MANNKIND CORP $00.00%0 -101,000-100.0% -$57.27万 清仓
CVNA CARVANA CO $00.00%0 -1,105-100.0% -$46.63万 清仓
BBOT BRIDGEBIO ONCOLOGY THERAPEUT $00.00%0 -25,000-100.0% -$31.30万 清仓
DYN DYNE THERAPEUTICS INC $00.00%0 —— — 申报中断
NP NEPTUNE INS HLDGS INC $00.00%0 -10,000-100.0% -$29.16万 清仓
SANA SANA BIOTECHNOLOGY INC $00.00%0 -58,000-100.0% -$23.61万 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -3,000-100.0% -$21.64万 清仓
TTD THE TRADE DESK INC $00.00%0 -2,039-100.0% -$7.74万 清仓
ABNB AIRBNB INC $00.00%0 -415-100.0% -$5.63万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -659-100.0% -$5.38万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -1,693-100.0% -$4.43万 清仓
GTM ZOOMINFO TECHNOLOGIES INC $00.00%0 -2,005-100.0% -$2.04万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -35-100.0% -$1.98万 清仓
IGV ISHARES TR 看跌期权 $8,0050.00%100 100— $8,005 新建仓
GRND GRINDR INC 看涨期权 $9,6720.00%800 00.0% — 不变
SHOP SHOPIFY INC $10.65万0.01%898 -173,303-99.5% -$2,055.72万 减仓
CMI CUMMINS INC $13.77万0.01%256 256— $13.77万 新建仓
— PMV PHARMACEUTICALS INC $15.32万0.01%123,555 123,555— $15.32万 新建仓
RDDT REDDIT INC $16.17万0.01%1,201 -562,220-99.8% -$7,570.31万 减仓
ENPH ENPHASE ENERGY INC $23.94万0.01%6,331 6,331— $23.94万 新建仓
KNSA KINIKSA PHARMACEUTICALS INTL $24.74万0.01%5,138 -7,662-59.9% -$36.89万 减仓
VIR VIR BIOTECHNOLOGY INC $26.88万0.01%30,000 30,000— $26.88万 新建仓
PALI PALISADE BIO INC $27.12万0.01%155,000 -150,000-49.2% -$26.25万 减仓
PDD PDD HOLDINGS INC $27.48万0.01%2,689 -2,667-49.8% -$27.25万 减仓
ANNX ANNEXON INC $27.70万0.01%50,000 50,000— $27.70万 新建仓
AEP AMERICAN ELEC PWR CO INC $28.75万0.01%2,193 2,193— $28.75万 新建仓
FULC FULCRUM THERAPEUTICS INC $30.68万0.01%40,000 33,910556.8% $26.01万 重新持有
MSFT MICROSOFT CORP $35.50万0.02%959 -89,133-98.9% -$3,299.44万 减仓
RARE ULTRAGENYX PHARMACEUTICAL IN $37.71万0.02%18,000 18,000— $37.71万 新建仓
GRAB GRAB HOLDINGS LIMITED $39.46万0.02%107,824 -3,277,676-96.8% -$1,199.63万 减仓
PURR HYPERLIQUID STRATEGIES INC $40.72万0.02%80,000 80,000— $40.72万 新建仓
ELDN ELEDON PHARMACEUTICALS INC $41.27万0.02%134,000 134,000— $41.27万 新建仓
COHR COHERENT CORP $45.74万0.02%1,920 -113,045-98.3% -$2,692.84万 减仓
P EVERPURE INC $49.03万0.02%8,305 -160,024-95.1% -$944.78万 减仓
BAP CREDICORP LTD $49.11万0.02%1,448 -15,503-91.5% -$525.83万 减仓
TRVI TREVI THERAPEUTICS INC $53.69万0.03%45,000 -85,000-65.4% -$101.41万 减仓
RVMD REVOLUTION MEDICINES INC $55.43万0.03%5,700 -12,700-69.0% -$123.51万 减仓
— ATAIBECKLEY INC $64.63万0.03%182,576 182,576— $64.63万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $66.53万0.03%1,372 1,372— $66.53万 新建仓
NFLX NETFLIX INC. $66.68万0.03%6,935 -701-9.2% -$6.74万 减仓
BABA ALIBABA GROUP HLDG LTD $78.83万0.04%6,283 -19,212-75.4% -$241.03万 减仓
BNTX BIONTECH SE $81.30万0.04%9,147 9,147— $81.30万 新建仓
AXON AXON ENTERPRISE INC $81.88万0.04%1,928 -25,195-92.9% -$1,070.01万 减仓
AVGO BROADCOM INC $97.71万0.05%3,157 -35,328-91.8% -$1,093.44万 减仓
DNTH DIANTHUS THERAPEUTICS INC $100.70万0.05%12,000 -3,000-20.0% -$25.18万 减仓
NEM NEWMONT CORP $105.12万0.05%9,711 9,711— $105.12万 新建仓
NU NU HLDGS LTD $107.35万0.05%74,703 -17,824-19.3% -$25.61万 减仓
REAL THE REALREAL INC 看涨期权 $136.20万0.07%150,000 150,000— $136.20万 新建仓
JPM JPMORGAN CHASE & CO $149.32万0.07%5,076 -958-15.9% -$28.18万 减仓
NKTR NEKTAR THERAPEUTICS $151.81万0.07%21,100 00.0% — 不变
DDOG DATADOG INC 看涨期权 $184.16万0.09%15,600 15,600— $184.16万 新建仓
NOW SERVICENOW INC 看涨期权 $186.10万0.09%17,800 17,800— $186.10万 新建仓
GOOGL ALPHABET INC 看涨期权 $221.42万0.11%7,700 -254,000-97.1% -$7,304.02万 重新持有
CRCL CIRCLE INTERNET GROUP INC $226.23万0.11%23,711 -489-2.0% -$4.67万 减仓
AFRM AFFIRM HLDGS INC $239.17万0.12%52,197 37,715260.4% $172.81万 加仓
NAVN NAVAN INC $304.26万0.15%229,803 229,803— $304.26万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 $371.75万0.18%11,000 11,000— $371.75万 新建仓
AEM AGNICO EAGLE MINES LTD $385.42万0.19%18,988 18,988— $385.42万 新建仓
META META PLATFORMS INC $397.57万0.19%6,949 -88,222-92.7% -$5,047.44万 减仓
GLXY GALAXY DIGITAL INC. $425.83万0.21%230,802 -5,010-2.1% -$9.24万 减仓
BTDR BITDEER TECHNOLOGIES GROUP $485.60万0.23%561,392 407,114263.9% $352.15万 加仓
GRND GRINDR INC $505.12万0.24%417,800 -888,612-68.0% -$1,074.33万 减仓
DFTX DEFINIUM THERAPEUTICS INC $524.50万0.25%277,511 277,511— $524.50万 新建仓
HOOD ROBINHOOD MKTS INC $604.37万0.29%87,210 -747,368-89.6% -$5,179.26万 减仓
IREN IREN LIMITED 看涨期权 $637.61万0.31%186,000 48,50035.3% $166.26万 加仓
GOOG ALPHABET INC 看涨期权 $711.41万0.34%24,800 -228,900-90.2% -$6,566.23万 重新持有
CIFR CIPHER DIGITAL INC $769.39万0.37%597,819 -329,574-35.5% -$424.16万 减仓
COIN COINBASE GLOBAL INC $771.58万0.37%44,189 -9,123-17.1% -$159.30万 减仓
— PERCEPTIVE CAP SOLUTIONS COR $812.07万0.39%740,264 00.0% — 不变