BIT Capital GmbH

Portfolio Overview

BIT Capital GmbH’s 13F filing for the period ending September 30, 2025, reveals a highly active and concentrated investment mandate totaling approximately $1.64 billion across 79 holdings. During the quarter, the firm executed a significant rotation strategy, evidenced by the complete overhaul of its portfolio activity: 22 new positions were initiated, 22 positions were sold entirely, 13 stakes were increased, and 15 were reduced. Notably, there were zero unchanged positi...