Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BIT Capital GmbH (CIK 2053305) reported $2.07B across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($292.2M, 14.10%), IREN ($230.1M, 11.10%), GOOGL ($138.0M, 6.66%), MU ($126.4M, 6.10%), TSM ($117.0M, 5.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $292.2M | 14.10% | 1.4M | Added |
| 2 | IREN | IREN LIMITED | $230.1M | 11.10% | 6.7M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $138.0M | 6.66% | 479,830 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $126.4M | 6.10% | 374,029 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $117.0M | 5.65% | 346,279 | Trimmed |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $104.8M | 5.06% | 515,294 | Added |
| 7 | HNGE | HINGE HEALTH INC | $89.1M | 4.30% | 2.3M | Trimmed |
| 8 | HUT | HUT 8 CORP | $88.7M | 4.28% | 1.9M | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $85.6M | 4.13% | 490,996 | Added |
| 10 | FIGURE TECHNOLOGY SOLUTIO | $84.9M | 4.09% | 2.5M | Added | |
| 11 | OSCR | OSCAR HEALTH INC | $72.5M | 3.50% | 6.3M | Added |
| 12 | MSTR | STRATEGY INC | $66.9M | 3.23% | 535,984 | Added |
| 13 | INTC | INTEL CORP | $66.1M | 3.19% | 1.5M | Added |
| 14 | FCX | FREEPORT MCMORAN INC | $55.3M | 2.67% | 940,345 | New |
| 15 | LMND | LEMONADE INC | $36.6M | 1.77% | 583,796 | Trimmed |
| 16 | WULF | TERAWULF INC | $35.4M | 1.71% | 2.5M | Added |
| 17 | BMNRD | BITMINE IMMERSION TECNOLOGIE | $35.3M | 1.70% | 1.8M | Added |
| 18 | BE | BLOOM ENERGY CORP | $34.4M | 1.66% | 254,089 | New |
| 19 | RUN | SUNRUN INC | $31.0M | 1.50% | 2.3M | New |
| 20 | NOK | NOKIA CORP | $27.3M | 1.32% | 3.4M | New |
| 21 | TSEM | TOWER SEMICONDUCTOR LTD | $27.0M | 1.30% | 153,660 | New |
| 22 | CMPS | COMPASS PATHWAYS PLC | $19.3M | 0.93% | 3.5M | Added |
| 23 | ALB | ALBEMARLE CORP | $17.2M | 0.83% | 95,571 | Added |
| 24 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $16.7M | 0.80% | 205,972 | Added |
| 25 | MSFT | MICROSOFT CORP | $14.2M | 0.69% | 38,459 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31