§ 13F · FUND PROFILE
Alpine Fox Capital LLC.
AUM · $211M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CIFR | Cipher Digital Inc. | 3.37M | $83M | 39.1% | −12% |
| 2 | IREN | IREN Limited | 750K | $34M | 16.2% | ±0% |
| 3 | IBIT | ishares Bitcoin Trust ETF | 800K | $27M | 12.6% | −4% |
| 4 | OPEN | Opendoor Technologies Inc. | 4.74M | $22M | 10.4% | +184% |
| 5 | NVO | Novo-Nordisk A/S | 201K | $10M | 4.6% | +22% |
| 6 | IBIT | ishares Bitcoin Trust ETF | 270K | $9M | 4.3% | — |
| 7 | BKKT | Bakkt, Inc | 905K | $7M | 3.3% | +2163% |
| 8 | ETHA | iShares Ethereum Trust ETF | 560K | $7M | 3.2% | +1% |
| 9 | ASST | Strive, Inc. | 560K | $6M | 2.9% | −8% |
| 10 | BMNR | BitMine Immersion Technologies, Inc. | 100K | $1M | 0.6% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPINE SIGNAL
AC read
Alpine Fox Capital LLC is a Other fund managing $211 million in assets. The fund runs a focused portfolio of just 24 positions.
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