Filed: 11/14/2025ACC: 0002096493-25-000002
📋 What this filing means
ALPINE FOX CAPITAL LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $238.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$238.87M
Total AUM (reported)
8.22M
Total Shares
Allocation by class
SHS BEN INT$116.00M48.6%
COM$67.73M28.4%
ORD SHS$35.22M14.7%
CL A$9.09M3.8%
ADR$3.38M1.4%
SPON ADR NEW$2.29M1.0%
SHS$2.21M0.9%
Portfolio Concentration
Top 3$214.18M89.7%
4–10$22.67M9.5%
11–25$2.01M0.8%
Top 3 weight
89.7%
Top 10 weight
99.2%
Voting Authority Distribution
Total shares with voting rights: 6.54M
Sole
Full voting authority
6.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
iShares Bitcoin Trust ETF
SOLEShares1.78M
TypePRN
Market value$116.00M
48.56%
Sole
97.05K
Shared
0.00
None
0.00
Cipher Mining Inc.
SOLEShares5M
TypeSH
Market value$62.96M
26.36%
Sole
5M
Shared
0.00
None
0.00
IREN Limited
SOLEShares750.46K
TypeSH
Market value$35.22M
14.74%
Sole
750.46K
Shared
0.00
None
0.00
Constellation Brands, Inc.
SOLEShares67.50K
TypeSH
Market value$9.09M
3.81%
Sole
67.50K
Shared
0.00
None
0.00
Novo Nordisk A/S
SOLEShares61K
TypeSH
Market value$3.38M
1.42%
Sole
61K
Shared
0.00
None
0.00
Cipher Mining Inc.
SOLEShares265K
TypePRN
Market value$3.34M
1.40%
Sole
265K
Shared
0.00
None
0.00
Diageo PLC
SOLEShares24K
TypeSH
Market value$2.29M
0.96%
Sole
24K
Shared
0.00
None
0.00
iShares Ethereum Trust ETF
SOLEShares70K
TypeSH
Market value$2.21M
0.92%
Sole
70K
Shared
0.00
None
0.00
Bakkt Holdings Inc.
SOLEShares40K
TypeSH
Market value$1.35M
0.56%
Sole
40K
Shared
0.00
None
0.00
SharpLink Gaming, Inc.
SOLEShares60K
TypeSH
Market value$1.02M
0.43%
Sole
60K
Shared
0.00
None
0.00
CleanSpark Inc.
SOLEShares60K
TypePRN
Market value$870.0K
0.36%
Sole
60K
Shared
0.00
None
0.00
CleanSpark Inc.
SOLEShares40K
TypeSH
Market value$580.0K
0.24%
Sole
40K
Shared
0.00
None
0.00
Regeneron Pharmaceuticals , Inc.
SOLEShares1K
TypeSH
Market value$562.3K
0.24%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Bitcoin Trust ETFSOLE | SHS BEN INT | 1.78M | PRN | $116.00M 48.56% | 97.05K | 0.00 | 0.00 |
Cipher Mining Inc.SOLE | COM | 5M | SH | $62.96M 26.36% | 5M | 0.00 | 0.00 |
IREN LimitedSOLE | ORD SHS | 750.46K | SH | $35.22M 14.74% | 750.46K | 0.00 | 0.00 |
Constellation Brands, Inc.SOLE | CL A | 67.50K | SH | $9.09M 3.81% | 67.50K | 0.00 | 0.00 |
Novo Nordisk A/SSOLE | ADR | 61K | SH | $3.38M 1.42% | 61K | 0.00 | 0.00 |
Cipher Mining Inc.SOLE | COM | 265K | PRN | $3.34M 1.40% | 265K | 0.00 | 0.00 |
Diageo PLCSOLE | SPON ADR NEW | 24K | SH | $2.29M 0.96% | 24K | 0.00 | 0.00 |
iShares Ethereum Trust ETFSOLE | SHS | 70K | SH | $2.21M 0.92% | 70K | 0.00 | 0.00 |
Bakkt Holdings Inc.SOLE | COM CL A NEW | 40K | SH | $1.35M 0.56% | 40K | 0.00 | 0.00 |
SharpLink Gaming, Inc.SOLE | COM NEW | 60K | SH | $1.02M 0.43% | 60K | 0.00 | 0.00 |
CleanSpark Inc.SOLE | COM | 60K | PRN | $870.0K 0.36% | 60K | 0.00 | 0.00 |
CleanSpark Inc.SOLE | COM NEW | 40K | SH | $580.0K 0.24% | 40K | 0.00 | 0.00 |
Regeneron Pharmaceuticals , Inc.SOLE | COM | 1K | SH | $562.3K 0.24% | 1K | 0.00 | 0.00 |