Alpine Fox Capital LLC — 13F holdings

Alpine Fox Capital LLC reported 24 holdings worth $211M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CIFR Cipher Mining Inc — $83.6M (39.6%)
2. IBIT ISHARES BITCOIN TRUST ETF — $37.3M (17.7%)
3. IREN IREN LIMITED — $34.3M (16.2%)
4. OPEN OPENDOOR TECHNOLOGIES INC — $21.9M (10.4%)
5. NVO NOVO-NORDISK A S — $9.64M (4.6%)
6. BKKT BAKKT HOLDINGS INC — $7.07M (3.3%)
7. ISHARES ETHEREUM TR — $6.66M (3.2%)
8. ASST STRIVE INC — $6.11M (2.9%)
9. BMNR BITMINE IMMERSION TECNOLOGIE — $1.33M (0.6%)
10. SLNH SOLUNA HOLDINGS INC — $1.01M (0.5%)