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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 60
增持 23
减持 37
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$68.6M
9,293,096
-55%
建仓
—
MONDAY COM LTD
+$46.5M
409,973
减持
QFIN
360 DIGITECH INC
-$34.3M
3,424,898
-24%
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
META
META PLATFORMS INC
-$30.3M
29,989
-86%
清仓
GOOGL
ALPHABET INC
-$29.9M
0
-100%
增持
ASAN
ASANA INC
+$19.8M
919,039
+2482%
增持
NU
NU HLDGS LTD
+$19.2M
12,216,335
+32%
减持
PANW
PALO ALTO NETWORKS INC
-$18.8M
19,962
-55%
减持
UPST
UPSTART HLDGS INC
-$18.7M
20,000
-97%
减持
DUOL
DUOLINGO INC
-$17.5M
343,809
-40%
减持
SOFI
SOFI TECHNOLOGIES INC
-$17.0M
952,288
-77%
减持
UPWK
UPWORK INC
-$16.1M
1,218,515
-23%
减持
NOW
SERVICENOW INC
-$11.3M
30,727
-36%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$10.2M
677,358
-44%
增持
NFLX
NETFLIX INC
+$9.0M
65,802
+77%
清仓
TIGR
UP FINTECH HLDG LTD
-$8.8M
0
-100%
清仓
—
SVB FINANCIAL GROUP
-$7.7M
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$7.2M
11,627
-93%
减持
FINV
FINVOLUTION GROUP
-$7.1M
13,699,154
-1%
增持
SNOW
SNOWFLAKE INC
+$5.9M
39,374
+576%
增持
RIOT
RIOT BLOCKCHAIN INC
+$5.3M
947,252
+204%
增持
OKTA
OKTA INC
-$5.2M
396,459
+29%
增持
SICP
SILVERGATE CAP CORP
+$4.4M
105,655
+58%
减持
SE
SEA LTD
-$4.2M
40,000
-58%
建仓
RELY
REMITLY GLOBAL INC
+$3.9M
349,648
增持
—
IRIS ENERGY LTD
+$3.8M
1,256,631
+205%
减持
CVNA
CARVANA CO
-$2.8M
33,000
-78%
清仓
AAPL
APPLE INC
-$2.7M
0
-100%
建仓
CPNG
COUPANG INC
+$2.5M
147,323
清仓
CAN
CANAAN INC
-$2.4M
0
-100%
建仓
ZG
ZILLOW GROUP INC
+$2.3M
81,838
清仓
OSCR
OSCAR HEALTH INC
-$2.2M
0
-100%
清仓
ABNB
AIRBNB INC
-$2.2M
0
-100%
减持
FUTU
FUTU HLDGS LTD
-$2.2M
5,000
-89%
建仓
—
POSHMARK INC
+$2.1M
132,392
增持
SQ
BLOCK INC
+$2.1M
119,347
+63%
减持
MSFT
MICROSOFT CORP
-$2.0M
57,777
-4%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$1.8M
10,800
-91%
减持
NIO
NIO INC
-$1.6M
8,668
-89%
建仓
—
ESS TECH INC
+$1.6M
384,257
减持
LI
LI AUTO INC
-$1.5M
15,648
-68%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$1.4M
4,672
-60%
减持
XPEV
XPENG INC
-$1.3M
7,897
-82%
建仓
—
SUNNOVA ENERGY INTL INC.
+$1.1M
51,678
建仓
RUN
SUNRUN INC
+$1.1M
40,032
清仓
MELI
MERCADOLIBRE INC
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.0M
140,880
+1%
清仓
SPSC
SPS COMM INC
-$1.0M
0
-100%
增持
TWLO
TWILIO INC
-$993.6K
313,485
+16%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$978.4K
13,050
-88%
减持
—
HYZON MOTORS INC
-$953.3K
60,542
-83%
清仓
—
AVALARA INC
-$912.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$871.6K
0
-100%
建仓
CLSK
CLEANSPARK INC
+$868.2K
273,005
清仓
FTNT
FORTINET INC
-$862.0K
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$855.9K
0
-100%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$854.4K
4,888
-33%
减持
MARA
MARATHON DIGITAL HOLDINGS IN
-$821.1K
13,284
-93%
建仓
—
EATON CORP PLC
+$764.6K
5,733
清仓
EXFY
EXPENSIFY INC
-$763.9K
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$716.1K
10,826
建仓
AMTX
AEMETIS INC
+$712.5K
116,428
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$711.9K
0
-100%
建仓
ENPH
ENPHASE ENERGY INC
+$695.3K
2,506
清仓
WDAY
WORKDAY INC
-$681.8K
0
-100%
清仓
—
AMBARELLA INC
-$674.9K
0
-100%
建仓
—
NXP SEMICONDUCTORS N V
+$639.3K
4,334
建仓
CSGP
COSTAR GROUP INC
+$626.9K
9,000
建仓
—
CLEARWAY ENERGY INC
+$624.8K
21,470
建仓
TOST
TOAST INC
+$614.7K
36,764
建仓
—
AKERO THERAPEUTICS INC
+$610.3K
17,923
清仓
MRVL
MARVELL TECHNOLOGY INC
-$605.2K
0
-100%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$592.9K
30,186
建仓
—
KNOWBE4 INC
+$528.2K
25,383
清仓
—
DLOCAL LTD
-$523.0K
0
-100%
建仓
—
CYBERARK SOFTWARE LTD
+$505.6K
3,372
清仓
INTU
INTUIT INC
-$504.5K
0
-100%
减持
—
OFFERPAD SOLUTIONS INC
-$502.2K
318,222
-22%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$498.9K
20,761
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$486.7K
111,109
建仓
S
SENTINELONE INC
+$477.0K
18,661
减持
—
CONFLUENT INC
-$472.8K
28,704
-42%
增持
RLAY
RELAY THERAPEUTICS INC
+$471.2K
24,428
+444%
建仓
MA
MASTERCARD INCORPORATED
+$470.6K
1,655
增持
HOOD
ROBINHOOD MKTS INC
+$442.7K
64,378
+155%
建仓
—
GLOBALFOUNDRIES INC
+$440.1K
9,103
建仓
ETSY
ETSY INC
+$430.1K
4,295
增持
—
ASCENDIS PHARMA A/S
+$413.9K
4,729
+491%
建仓
AVGO
BROADCOM INC
+$411.2K
926
建仓
ZS
ZSCALER INC
+$409.8K
2,493
建仓
INTA
INTAPP INC
+$408.7K
21,892
建仓
YELP
YELP INC
+$406.9K
12,000
建仓
—
ATLASSIAN CORP PLC
+$402.4K
1,911
建仓
—
SMARTSHEET INC
+$402.0K
11,700
建仓
—
ADICET BIO INC
+$398.9K
28,052
建仓
FOUR
SHIFT4 PMTS INC
+$396.7K
8,893
建仓
—
FIVERR INTL LTD
+$390.1K
12,753
建仓
—
CONCERT PHARMACEUTICALS INC
+$388.6K
58,000
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$381.7K
4,476
建仓
PATH
UIPATH INC
+$378.3K
30,000
建仓
JPM
JPMORGAN CHASE & CO
+$371.2K
3,552
减持
GNRC
GENERAC HLDGS INC
-$363.3K
4,162
-21%
建仓
DKNG
DRAFTKINGS INC NEW
+$358.0K
23,648
减持
MSTR
MICROSTRATEGY INC
-$347.2K
10,041
-33%
建仓
—
DISH NETWORK CORPORATION
+$345.8K
25,000
增持
AMD
ADVANCED MICRO DEVICES INC
+$343.5K
7,370
+357%
建仓
ZIP
ZIPRECRUITER INC
+$328.3K
19,894
建仓
RBLX
ROBLOX CORP
+$322.6K
9,000
建仓
SFIX
STITCH FIX INC
+$316.0K
80,000
建仓
APP
APPLOVIN CORP
+$311.8K
16,000
建仓
—
MORPHIC HLDG INC
+$311.7K
11,014
清仓
—
IMMUNOGEN INC
-$300.1K
0
-100%
建仓
U
UNITY SOFTWARE INC
+$294.7K
9,250
建仓
—
G1 THERAPEUTICS INC
+$289.8K
23,199
建仓
NVTA
INVITAE CORP
+$282.9K
115,000
清仓
DV
DOUBLEVERIFY HLDGS INC
-$269.8K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$256.5K
10,555
-12%
清仓
—
MARQETA INC
-$254.0K
0
-100%
建仓
AEHR
AEHR TEST SYS
+$253.8K
18,000
减持
—
WOLFSPEED INC
+$244.4K
7,816
-12%
增持
—
KEZAR LIFE SCIENCES INC
+$232.3K
68,258
+68%
清仓
KURA
KURA ONCOLOGY INC
-$229.1K
0
-100%
减持
RPD
RAPID7 INC
-$221.0K
9,000
-1%
减持
—
MERUS N V
-$207.0K
28,782
-17%
增持
NVDA
NVIDIA CORPORATION
-$200.9K
8,203
+4%
增持
PYPL
PAYPAL HLDGS INC
+$193.9K
3,545
+123%
减持
—
CREDICORP LTD
-$189.2K
23,456
-8%
建仓
JD
JD.COM INC
+$186.1K
3,700
清仓
—
BRIGHT HEALTH GROUP INC
-$145.6K
0
-100%
建仓
MDB
MONGODB INC
+$142.0K
715
减持
CRWD
CROWDSTRIKE HLDGS INC
-$140.4K
2,332
-25%
建仓
AFRM
AFFIRM HLDGS INC
+$138.8K
7,400
增持
ARVN
ARVINAS INC
+$138.8K
7,424
+63%
增持
—
MAGENTA THERAPEUTICS INC
+$134.5K
171,729
+124%
清仓
—
GREENIDGE GENERATION HLDGS I
-$123.8K
0
-100%
减持
—
CORE SCIENTIFIC INC
-$120.6K
624,555
-0%
增持
—
BITFARMS LTD
+$120.3K
954,400
+21%
建仓
SHOP
SHOPIFY INC
+$80.8K
3,000
建仓
—
X4 PHARMACEUTICALS INC
+$77.0K
45,000
建仓
—
VERASTEM INC
+$72.3K
85,000
清仓
ALGN
ALIGN TECHNOLOGY INC
-$71.0K
0
-100%
清仓
—
JASPER THERAPEUTICS INC
-$57.9K
0
-100%
增持
—
ONCTERNAL THERAPEUTICS INC
-$57.1K
508,498
+9%
清仓
—
TALARIS THERAPEUTICS INC
-$55.5K
0
-100%
增持
QCOM
QUALCOMM INC
+$54.5K
5,655
+24%
清仓
DOCS
DOXIMITY INC
-$52.2K
0
-100%
减持
—
GALERA THERAPEUTICS INC
-$51.8K
30,000
-63%
建仓
—
ALPINE IMMUNE SCIENCES INC
+$43.2K
6,000
建仓
—
LEAP THERAPEUTICS INC
+$39.4K
44,780
建仓
OPRA
OPERA LTD
+$34.6K
7,961
