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BIT Capital GmbH 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BIT Capital GmbH

报告期 2026-03-31 · CIK 0002053305

持仓数

92

前50大市值合计

$2.04B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 21Q1 20Q4 20Q3

21Q2 调仓2021-03-31 → 2021-06-30 · 共 82 项建仓 32增持 16减持 24清仓 10

方向

标的

Δ市值

现股数(环比)

增持

QFIN 360 DIGITECH INC

+$202.5M

5,911,133 +243%

增持

UPST UPSTART HLDGS INC

+$125.1M

2,190,486 +90%

建仓

COIN COINBASE GLOBAL INC COM CL A

+$120.4M

475,440

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

FUTU FUTU HLDGS LTD

-$117.3M

369,395 -68%

增持

FINV FINVOLUTION GROUP

+$83.6M

12,187,080 +163%

建仓

FTCHQ FARFETCH LTD

+$72.0M

1,430,080

减持

SE SEA LTD

-$49.7M

256,524 -52%

减持

SICP SILVERGATE CAP CORP

-$38.7M

12,005 -96%

清仓

PDD PINDUODUO INC

-$38.3M

0 -100%

减持

ETSY ETSY INC

-$33.8M

66,975 -72%

建仓

BMBL BUMBLE INC

+$31.3M

543,090

建仓

PANW PALO ALTO NETWORKS INC

+$29.5M

79,625

减持

UPWK UPWORK INC

+$27.6M

3,838,515 -12%

减持

SQ SQUARE INC

-$24.3M

27,450 -80%

清仓

VIPS VIPSHOP HOLDINGS LIMITED

-$23.6M

0 -100%

减持

— FIVERR INTL LTD

-$22.8M

56,740 -66%

建仓

— NCINO INC

+$20.6M

344,060

增持

TIGR UP FINTECH HLDG LTD

+$18.9M

1,402,785 +15%

增持

— MAKEMYTRIP LIMITED MAURITIUS

+$18.3M

1,985,050 +52%

建仓

LX LEXINFINTECH HLDGS LTD

+$18.0M

1,473,170

建仓

CVNA CARVANA CO

+$17.2M

56,910

减持

ZM ZOOM VIDEO COMMUNICATIONS IN

-$15.1M

3,715 -93%

减持

HAPN LENDINGCLUB CORP

-$14.9M

270,720 -77%

清仓

— EVERBRIDGE INC

-$12.4M

0 -100%

建仓

ASAN ASANA INC

+$12.2M

196,900

增持

PTON PELOTON INTERACTIVE INC

+$11.6M

326,565 +27%

减持

ZG ZILLOW GROUP INC

-$11.0M

6,765 -93%

增持

ZS ZSCALER INC

+$10.2M

53,775 +552%

建仓

SNOW SNOWFLAKE INC

+$9.4M

38,710

减持

META FACEBOOK INC

-$9.1M

2,345 -93%

减持

HUBS HUBSPOT INC

-$7.8M

1,430 -93%

减持

PYPL PAYPAL HLDGS INC

-$7.7M

5,350 -86%

建仓

ROKU ROKU INC

+$6.8M

14,725

清仓

TWLO TWILIO INC

-$5.8M

0 -100%

清仓

— PROOFPOINT INC

-$5.6M

0 -100%

建仓

BZ KANZHUN LIMITED

+$5.5M

139,000

减持

SHOP SHOPIFY INC

-$4.9M

900 -84%

减持

ENVA ENOVA INTL INC

-$4.3M

136,525 -46%

增持

— OZON HLDGS PLC

+$4.3M

204,140 +49%

建仓

— MIMECAST LTD

+$4.2M

80,020

建仓

— E2OPEN PARENT HOLDINGS INC

+$3.7M

328,265

清仓

DOMO DOMO INC

-$3.3M

0 -100%

建仓

— ZUORA INC

+$3.2M

184,450

建仓

TENB TENABLE HLDGS INC

+$3.1M

75,400

建仓

— TIO TECH A

+$2.9M

300,000

减持

CNDT CONDUENT INC

-$2.8M

316,503 -60%

减持

— XP INC

-$2.8M

236,190 -32%

清仓

EXTR EXTREME NETWORKS INC

-$2.7M

0 -100%

增持

— SVB FINANCIAL GROUP

+$2.7M

14,255 +34%

增持

CRWD CROWDSTRIKE HLDGS INC

+$2.6M

20,990 +46%

增持

AMZN AMAZON COM INC

+$2.4M

1,414 +76%

建仓

AFRM AFFIRM HLDGS INC

+$2.0M

30,190

建仓

— LUFAX HOLDING LTD

+$1.9M

171,900

减持

NVDA NVIDIA CORPORATION

+$1.9M

8,670 -8%

建仓

COF CAPITAL ONE FINL CORP

+$1.9M

12,400

建仓

GOOGL ALPHABET INC

+$1.5M

625

减持

GOOG ALPHABET INC

-$1.4M

1,024 -47%

建仓

AMD ADVANCED MICRO DEVICES INC

+$1.3M

13,490

建仓

LULU LULULEMON ATHLETICA INC

+$1.2M

3,400

建仓

DOCU DOCUSIGN INC

+$1.1M

3,900

减持

DCBO DOCEBO INC

+$947.6K

69,475 -6%

建仓

IBKR INTERACTIVE BROKERS GROUP IN

+$867.6K

13,200

减持

SNAP SNAP INC

+$857.9K

55,890 -1%

建仓

LDI LOANDEPOT INC

+$774.9K

60,300

减持

MSFT MICROSOFT CORP

-$736.0K

12,780 -28%

清仓

FSLY FASTLY INC

-$698.0K

0 -100%

建仓

— AVALARA INC

+$585.7K

3,620

建仓

MKTX MARKETAXESS HLDGS INC

+$584.1K

1,260

增持

TTD THE TRADE DESK INC

+$578.7K

99,560 +811%

建仓

— PAGSEGURO DIGITAL LTD

+$560.9K

10,030

清仓

— LEAF GROUP LTD

-$548.8K

0 -100%

建仓

STNE STONECO LTD

+$542.5K

8,090

清仓

FORR FORRESTER RESH INC

-$535.2K

0 -100%

建仓

AAL AMERICAN AIRLS GROUP INC

+$510.7K

24,080

建仓

— MIND MEDICINE MINDMED INC

+$483.0K

140,000

减持

MELI MERCADOLIBRE INC

-$376.1K

370 -43%

增持

— FIREEYE INC

+$307.3K

183,760 +7%

增持

BKNG BOOKING HOLDINGS INC

-$307.1K

10,220 +5%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$301.4K

18,438 +14%

建仓

— TIO TECH A

+$100.0K

100,000

增持

— ARISTA NETWORKS INC

+$87.2K

4,300 +9%

减持

ENTG ENTEGRIS INC COM

+$51.0K

14,020 -6%