Filed: 8/14/2026ACC: 0002096493-26-000003
📋 What this filing means
ALPINE FOX CAPITAL LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $211.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$211.24M
Total AUM (reported)
13.25M
Total Shares
Allocation by class
COM$107.29M50.8%
SHS BEN INT$37.28M17.7%
ORD SHS$34.32M16.2%
ADR$9.64M4.6%
COM CL A NEW$7.07M3.3%
SHS$6.66M3.2%
CL A COM$6.11M2.9%
Portfolio Concentration
Top 3$155.20M73.5%
4–10$53.69M25.4%
11–25$2.35M1.1%
Top 3 weight
73.5%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 13.25M
Sole
Full voting authority
13.25M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
Cipher Digital Inc.
SOLEShares3.41M
TypeSH
Market value$83.59M
39.57%
Sole
3.41M
Shared
0.00
None
0.00
ishares Bitcoin Trust ETF
SOLEShares1.12M
TypeSH
Market value$37.28M
17.65%
Sole
1.12M
Shared
0.00
None
0.00
IREN Limited
SOLEShares750.46K
TypeSH
Market value$34.32M
16.25%
Sole
750.46K
Shared
0.00
None
0.00
Opendoor Technologies Inc.
SOLEShares4.74M
TypeSH
Market value$21.88M
10.36%
Sole
4.74M
Shared
0.00
None
0.00
Novo-Nordisk A/S
SOLEShares201K
TypeSH
Market value$9.64M
4.56%
Sole
201K
Shared
0.00
None
0.00
Bakkt, Inc
SOLEShares905K
TypeSH
Market value$7.07M
3.35%
Sole
905K
Shared
0.00
None
0.00
iShares Ethereum Trust ETF
SOLEShares560K
TypeSH
Market value$6.66M
3.15%
Sole
560K
Shared
0.00
None
0.00
Strive, Inc.
SOLEShares560K
TypeSH
Market value$6.11M
2.89%
Sole
560K
Shared
0.00
None
0.00
BitMine Immersion Technologies, Inc.
SOLEShares100K
TypeSH
Market value$1.33M
0.63%
Sole
100K
Shared
0.00
None
0.00
Soluna Holdings Inc.
SOLEShares750.88K
TypeSH
Market value$1.01M
0.48%
Sole
750.88K
Shared
0.00
None
0.00
Bed Bath & Beyond, Inc.
SOLEShares100K
TypeSH
Market value$579.0K
0.27%
Sole
100K
Shared
0.00
None
0.00
Wynn Resorts, Limited
SOLEShares5K
TypeSH
Market value$485.4K
0.23%
Sole
5K
Shared
0.00
None
0.00
Regeneron Pharmaceuticals, Inc.
SOLEShares500.00
TypeSH
Market value$311.8K
0.15%
Sole
500.00
Shared
0.00
None
0.00
Celsius Holdings, Inc.
SOLEShares10K
TypeSH
Market value$292.8K
0.14%
Sole
10K
Shared
0.00
None
0.00
Canadian Pacific Kansas City Limited
SOLEShares2K
TypeSH
Market value$173.3K
0.08%
Sole
2K
Shared
0.00
None
0.00
Constellation Brands, Inc.
SOLEShares1K
TypeSH
Market value$139.1K
0.07%
Sole
1K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares1K
TypeSH
Market value$135.4K
0.06%
Sole
1K
Shared
0.00
None
0.00
Target Corporation
SOLEShares1K
TypeSH
Market value$130.6K
0.06%
Sole
1K
Shared
0.00
None
0.00
Enhanced Group Inc
SOLEShares36K
TypeSH
Market value$103.3K
0.05%
Sole
36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Cipher Digital Inc.SOLE | COM | 3.41M | SH | $83.59M 39.57% | 3.41M | 0.00 | 0.00 |
ishares Bitcoin Trust ETFSOLE | SHS BEN INT | 1.12M | SH | $37.28M 17.65% | 1.12M | 0.00 | 0.00 |
IREN LimitedSOLE | ORD SHS | 750.46K | SH | $34.32M 16.25% | 750.46K | 0.00 | 0.00 |
Opendoor Technologies Inc.SOLE | COM | 4.74M | SH | $21.88M 10.36% | 4.74M | 0.00 | 0.00 |
Novo-Nordisk A/SSOLE | ADR | 201K | SH | $9.64M 4.56% | 201K | 0.00 | 0.00 |
Bakkt, IncSOLE | COM CL A NEW | 905K | SH | $7.07M 3.35% | 905K | 0.00 | 0.00 |
iShares Ethereum Trust ETFSOLE | SHS | 560K | SH | $6.66M 3.15% | 560K | 0.00 | 0.00 |
Strive, Inc.SOLE | CL A COM | 560K | SH | $6.11M 2.89% | 560K | 0.00 | 0.00 |
BitMine Immersion Technologies, Inc.SOLE | COM NEW | 100K | SH | $1.33M 0.63% | 100K | 0.00 | 0.00 |
Soluna Holdings Inc.SOLE | COM NEW | 750.88K | SH | $1.01M 0.48% | 750.88K | 0.00 | 0.00 |
Bed Bath & Beyond, Inc.SOLE | COM | 100K | SH | $579.0K 0.27% | 100K | 0.00 | 0.00 |
Wynn Resorts, LimitedSOLE | COM | 5K | SH | $485.4K 0.23% | 5K | 0.00 | 0.00 |
Regeneron Pharmaceuticals, Inc.SOLE | COM | 500.00 | SH | $311.8K 0.15% | 500.00 | 0.00 | 0.00 |
Celsius Holdings, Inc.SOLE | COM NEW | 10K | SH | $292.8K 0.14% | 10K | 0.00 | 0.00 |
Canadian Pacific Kansas City LimitedSOLE | COM | 2K | SH | $173.3K 0.08% | 2K | 0.00 | 0.00 |
Constellation Brands, Inc.SOLE | CL A | 1K | SH | $139.1K 0.07% | 1K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | COM | 1K | SH | $135.4K 0.06% | 1K | 0.00 | 0.00 |
Target CorporationSOLE | COM | 1K | SH | $130.6K 0.06% | 1K | 0.00 | 0.00 |
Enhanced Group IncSOLE | COM CL A | 36K | SH | $103.3K 0.05% | 36K | 0.00 | 0.00 |