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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 43
增持 26
减持 31
清仓 50
方向
标的
Δ市值
现股数(环比)
建仓
UBER
UBER TECHNOLOGIES INC
+$26.5M
1,072,145
增持
DUOL
DUOLINGO INC
+$22.4M
775,079
+125%
增持
SHOP
SHOPIFY INC
+$21.9M
631,919
+20964%
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
QFIN
360 DIGITECH INC
-$21.0M
1,124,014
-67%
减持
ASAN
ASANA INC
-$18.6M
132,117
-86%
减持
TWLO
TWILIO INC
-$15.5M
126,838
-60%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
-$14.5M
12,408,473
+34%
减持
—
MONDAY COM LTD
-$14.0M
265,728
-35%
减持
UPWK
UPWORK INC
-$10.8M
559,008
-54%
减持
OKTA
OKTA INC
-$9.4M
192,923
-51%
增持
PANW
PALO ALTO NETWORKS INC
+$9.3M
90,071
+351%
增持
MSFT
MICROSOFT CORP
+$8.4M
91,003
+58%
清仓
SNOW
SNOWFLAKE INC
-$6.7M
0
-100%
增持
SICP
SILVERGATE CAP CORP
-$6.1M
106,955
+1%
增持
SE
SEA LTD
+$5.8M
154,345
+286%
建仓
HIMS
HIMS & HERS HEALTH INC
+$5.8M
902,130
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$5.6M
549,697
-19%
减持
SQ
BLOCK INC
-$5.5M
17,374
-85%
减持
NFLX
NETFLIX INC
-$4.4M
37,720
-43%
减持
—
IRIS ENERGY LTD
-$4.3M
674,229
-46%
建仓
ABNB
AIRBNB INC
+$4.3M
50,777
减持
NOW
SERVICENOW INC
-$4.1M
19,392
-37%
减持
RELY
REMITLY GLOBAL INC
-$3.5M
32,246
-91%
增持
COIN
COINBASE GLOBAL INC
+$3.3M
114,625
+886%
增持
RIOT
RIOT BLOCKCHAIN INC
-$3.1M
1,039,820
+10%
增持
META
META PLATFORMS INC
+$3.0M
58,910
+96%
清仓
CPNG
COUPANG INC
-$2.5M
0
-100%
增持
AMZN
AMAZON COM INC
-$2.4M
160,482
+14%
减持
FINV
FINVOLUTION GROUP
+$2.4M
12,303,337
-10%
清仓
ZG
ZILLOW GROUP INC
-$2.3M
0
-100%
增持
—
CREDICORP LTD
+$2.3M
38,360
+64%
清仓
—
POSHMARK INC
-$2.1M
0
-100%
增持
NU
NU HLDGS LTD
-$1.9M
12,739,489
+4%
建仓
TSLA
TESLA INC
+$1.7M
13,549
清仓
—
ESS TECH INC
-$1.6M
0
-100%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.4M
701,776
-26%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$1.4M
65,800
+509%
建仓
GTLS
CHART INDS INC
+$1.2M
10,075
建仓
—
INTER & CO INC
+$1.2M
488,335
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$1.1M
0
-100%
建仓
NFE
NEW FORTRESS ENERGY INC
+$1.1M
25,403
建仓
FTCHQ
FARFETCH LTD
+$1.1M
222,000
增持
—
WOLFSPEED INC
+$1.0M
26,416
+238%
建仓
—
THE LION ELECTRIC COMPANY
+$975.6K
435,547
减持
—
BITFARMS LTD
-$966.0K
82,024
-91%
清仓
—
CORE SCIENTIFIC INC
-$811.9K
0
-100%
减持
—
SUNNOVA ENERGY INTL INC.
-$800.9K
18,886
-63%
建仓
GPRE
GREEN PLAINS INC
+$799.4K
26,211
减持
MSTR
MICROSTRATEGY INC
-$788.4K
9,486
-6%
清仓
—
EATON CORP PLC
-$764.6K
0
-100%
清仓
DAR
DARLING INGREDIENTS INC
-$716.1K
0
-100%
清仓
AMTX
AEMETIS INC
-$712.5K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$695.3K
0
-100%
增持
MARA
MARATHON DIGITAL HOLDINGS IN
+$692.2K
244,009
+1737%
清仓
—
CONFLUENT INC
-$682.3K
0
-100%
建仓
—
THOUGHTWORKS HOLDING INC
+$629.7K
61,799
清仓
CSGP
COSTAR GROUP INC
-$626.9K
0
-100%
清仓
—
CLEARWAY ENERGY INC
-$624.8K
0
-100%
清仓
TOST
TOAST INC
-$614.7K
0
-100%
建仓
—
CHINDATA GROUP HLDGS LTD
+$606.2K
76,066
建仓
—
ALBIREO PHARMA INC
+$602.4K
27,876
建仓
—
SOLARWINDS CORP
+$582.8K
62,261
减持
CVNA
CARVANA CO
-$575.1K
20,000
-39%
建仓
—
VMWARE INC
+$569.0K
4,635
建仓
CBOE
CBOE GLOBAL MKTS INC
+$542.4K
4,323
建仓
PD
PAGERDUTY INC
+$541.8K
20,399
建仓
—
SPLUNK INC
+$540.1K
6,274
建仓
—
AGENUS INC
+$536.3K
223,468
建仓
TDC
TERADATA CORP DEL
+$535.8K
15,917
建仓
FTNT
FORTINET INC
+$534.3K
10,928
建仓
—
COUCHBASE INC
+$531.7K
40,096
清仓
—
KNOWBE4 INC
-$528.2K
0
-100%
增持
FUTU
FUTU HLDGS LTD
+$524.9K
17,500
+250%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$516.2K
9,026
增持
AFRM
AFFIRM HLDGS INC
+$509.1K
67,000
+805%
建仓
—
HORIZON THERAPEUTICS PUB L
+$509.0K
4,473
清仓
—
CYBERARK SOFTWARE LTD
-$505.6K
0
-100%
建仓
—
PROMETHEUS BIOSCIENCES INC
+$502.9K
4,572
建仓
—
ALTERYX INC
+$501.4K
9,895
减持
—
MERUS N V
-$500.5K
4,910
-83%
建仓
SONO
SONOS INC
+$496.0K
29,350
建仓
PLUG
PLUG POWER INC
+$492.5K
39,818
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$486.7K
0
-100%
建仓
PSTG
PURE STORAGE INC
+$483.8K
18,078
建仓
—
SUMO LOGIC INC
+$480.4K
59,308
清仓
S
SENTINELONE INC
-$477.0K
0
-100%
建仓
CACI
CACI INTL INC
+$474.0K
1,577
清仓
MA
MASTERCARD INCORPORATED
-$470.6K
0
-100%
建仓
FLYW
FLYWIRE CORPORATION
+$462.7K
18,907
减持
—
HUT 8 MNG CORP
-$460.3K
14,073
-95%
增持
—
G1 THERAPEUTICS INC
+$458.2K
137,746
+494%
建仓
NTAP
NETAPP INC
+$448.3K
7,465
清仓
—
GLOBALFOUNDRIES INC
-$440.1K
0
-100%
清仓
ETSY
ETSY INC
-$430.1K
0
-100%
清仓
AVGO
BROADCOM INC
-$411.2K
0
-100%
清仓
ZS
ZSCALER INC
-$409.8K
0
-100%
清仓
INTA
INTAPP INC
-$408.7K
0
-100%
清仓
YELP
YELP INC
-$406.9K
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$402.4K
0
-100%
清仓
—
SMARTSHEET INC
-$402.0K
0
-100%
清仓
—
ADICET BIO INC
-$398.9K
0
-100%
建仓
OTEX
OPEN TEXT CORP
+$397.4K
13,409
清仓
FOUR
SHIFT4 PMTS INC
-$396.7K
0
-100%
清仓
—
FIVERR INTL LTD
-$390.1K
0
-100%
清仓
RPD
RAPID7 INC
-$386.1K
0
-100%
清仓
—
OFFERPAD SOLUTIONS INC
-$385.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$384.3K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$381.7K
0
-100%
清仓
PATH
UIPATH INC
-$378.3K
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$374.2K
11,083
+166%
建仓
PCVX
VAXCYTE INC
+$368.2K
7,678
增持
—
ASCENDIS PHARMA A/S
+$363.9K
6,978
+48%
清仓
DKNG
DRAFTKINGS INC NEW
-$358.0K
0
-100%
清仓
—
DISH NETWORK CORPORATION
-$345.8K
0
-100%
建仓
—
IVERIC BIO INC
+$344.4K
16,086
建仓
—
CHINOOK THERAPEUTICS INC
+$338.0K
12,900
清仓
ZIP
ZIPRECRUITER INC
-$328.3K
0
-100%
清仓
RBLX
ROBLOX CORP
-$322.6K
0
-100%
清仓
SFIX
STITCH FIX INC
-$316.0K
0
-100%
清仓
APP
APPLOVIN CORP
-$311.8K
0
-100%
建仓
—
LIVEPERSON INC
+$303.3K
29,909
减持
HOOD
ROBINHOOD MKTS INC
-$298.5K
43,208
-33%
清仓
U
UNITY SOFTWARE INC
-$294.7K
0
-100%
清仓
NVTA
INVITAE CORP
-$282.9K
0
-100%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$274.4K
8,504
+82%
建仓
MIST
MILESTONE PHARMACEUTICALS IN
+$243.5K
61,500
清仓
—
MAGENTA THERAPEUTICS INC
-$230.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$208.1K
3,996
-46%
减持
—
BLUEBIRD BIO INC
-$203.2K
21,000
-66%
增持
—
KEZAR LIFE SCIENCES INC
+$197.8K
110,370
+62%
减持
CRNX
CRINETICS PHARMACEUTICALS IN
-$187.7K
22,137
-27%
清仓
JD
JD.COM INC
-$186.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$177.5K
1,444
-59%
建仓
GERN
GERON CORP
+$169.4K
70,000
减持
—
CONCERT PHARMACEUTICALS INC
-$160.8K
39,000
-33%
减持
LI
LI AUTO INC
-$157.1K
9,950
-36%
建仓
SRRK
SCHOLAR ROCK HLDG CORP
+$146.6K
16,200
清仓
MDB
MONGODB INC
-$142.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$140.8K
5,850
-29%
清仓
NIO
NIO INC
-$136.7K
0
-100%
增持
—
LEAP THERAPEUTICS INC
+$125.7K
366,871
+719%
减持
—
AKERO THERAPEUTICS INC
-$115.8K
9,023
-50%
建仓
REPL
REPLIMUNE GROUP INC
+$114.2K
4,200
增持
—
MORPHIC HLDG INC
+$109.9K
15,761
+43%
减持
KLAC
KLA CORP
-$106.3K
1,500
-32%
清仓
XPEV
XPENG INC
-$94.4K
0
-100%
建仓
—
VERONA PHARMA PLC
+$91.5K
3,500
减持
—
HYZON MOTORS INC
-$87.0K
10,248
-83%
增持
CLSK
CLEANSPARK INC
-$79.0K
386,824
+42%
清仓
—
X4 PHARMACEUTICALS INC
-$77.0K
0
-100%
