Filed: 5/14/2026ACC: 0002096493-26-000002
📋 What this filing means
ALPINE FOX CAPITAL LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $153.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$153.99M
Total AUM (reported)
8.93M
Total Shares
Allocation by class
COM$59.71M38.8%
SHS BEN INT$45.04M29.2%
ORD SHS$25.73M16.7%
SHS$8.82M5.7%
CL A COM$6.07M3.9%
ADR$6.06M3.9%
COM NEW$1.82M1.2%
Portfolio Concentration
Top 3$120.47M78.2%
4–10$32.14M20.9%
11–25$1.38M0.9%
Top 3 weight
78.2%
Top 10 weight
99.1%
Voting Authority Distribution
Total shares with voting rights: 8.93M
Sole
Full voting authority
8.93M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
Cipher Digital Inc.
SOLEShares3.86M
TypeSH
Market value$49.70M
32.28%
Sole
3.86M
Shared
0.00
None
0.00
iShares Bitcoin Trust ETF
SOLEShares1.17M
TypeSH
Market value$45.04M
29.25%
Sole
1.17M
Shared
0.00
None
0.00
IREN Limited
SOLEShares750.46K
TypeSH
Market value$25.73M
16.71%
Sole
750.46K
Shared
0.00
None
0.00
iShares Ethereum Trust ETF
SOLEShares557K
TypeSH
Market value$8.82M
5.73%
Sole
557K
Shared
0.00
None
0.00
Opendoor Technologies Inc.
SOLEShares1.67M
TypeSH
Market value$7.82M
5.08%
Sole
1.67M
Shared
0.00
None
0.00
Strive, Inc.
SOLEShares606.24K
TypeSH
Market value$6.07M
3.94%
Sole
606.24K
Shared
0.00
None
0.00
Novo-Nordisk A/S
SOLEShares165K
TypeSH
Market value$6.06M
3.94%
Sole
165K
Shared
0.00
None
0.00
BitMine Immersion Technologies, Inc.
SOLEShares92K
TypeSH
Market value$1.82M
1.18%
Sole
92K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares5K
TypeSH
Market value$776.5K
0.50%
Sole
5K
Shared
0.00
None
0.00
Regeneron Pharmaceuticals, Inc.
SOLEShares1K
TypeSH
Market value$772.6K
0.50%
Sole
1K
Shared
0.00
None
0.00
Constellation Brands, Inc.
SOLEShares3K
TypeSH
Market value$450.0K
0.29%
Sole
3K
Shared
0.00
None
0.00
Canadian Pacific Kansas City Limited
SOLEShares5K
TypeSH
Market value$393.3K
0.26%
Sole
5K
Shared
0.00
None
0.00
Bakkt, Inc
SOLEShares40K
TypeSH
Market value$294.4K
0.19%
Sole
40K
Shared
0.00
None
0.00
Target Corporation
SOLEShares2K
TypeSH
Market value$242.4K
0.16%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Cipher Digital Inc.SOLE | COM | 3.86M | SH | $49.70M 32.28% | 3.86M | 0.00 | 0.00 |
iShares Bitcoin Trust ETFSOLE | SHS BEN INT | 1.17M | SH | $45.04M 29.25% | 1.17M | 0.00 | 0.00 |
IREN LimitedSOLE | ORD SHS | 750.46K | SH | $25.73M 16.71% | 750.46K | 0.00 | 0.00 |
iShares Ethereum Trust ETFSOLE | SHS | 557K | SH | $8.82M 5.73% | 557K | 0.00 | 0.00 |
Opendoor Technologies Inc.SOLE | COM | 1.67M | SH | $7.82M 5.08% | 1.67M | 0.00 | 0.00 |
Strive, Inc.SOLE | CL A COM | 606.24K | SH | $6.07M 3.94% | 606.24K | 0.00 | 0.00 |
Novo-Nordisk A/SSOLE | ADR | 165K | SH | $6.06M 3.94% | 165K | 0.00 | 0.00 |
BitMine Immersion Technologies, Inc.SOLE | COM NEW | 92K | SH | $1.82M 1.18% | 92K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | COM | 5K | SH | $776.5K 0.50% | 5K | 0.00 | 0.00 |
Regeneron Pharmaceuticals, Inc.SOLE | COM | 1K | SH | $772.6K 0.50% | 1K | 0.00 | 0.00 |
Constellation Brands, Inc.SOLE | CL A | 3K | SH | $450.0K 0.29% | 3K | 0.00 | 0.00 |
Canadian Pacific Kansas City LimitedSOLE | COM | 5K | SH | $393.3K 0.26% | 5K | 0.00 | 0.00 |
Bakkt, IncSOLE | COM CL A NEW | 40K | SH | $294.4K 0.19% | 40K | 0.00 | 0.00 |
Target CorporationSOLE | COM | 2K | SH | $242.4K 0.16% | 2K | 0.00 | 0.00 |