Institutional Fund
Alpine Fox Capital LLC
Las Vegas, NVCIK 20964933 filings on record
Portfolio Value
$106.24M
Q1 2026
Holdings
13
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-28.4%
from $148.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cipher Mining Inc45.6%
- Iren Limited24.2%
- Opendoor Technologies Inc7.4%
- Ishares Ethereum Tr7.0%
- Strive Inc5.7%
- Novo-Nordisk A S5.7%
- Other4.5%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cipher Mining Inc | 3.76M | $48.42M | 45.6% | −160.0K | Reduced |
| 2 | Iren Limited | 750.5K | $25.73M | 24.2% | 0 | Held |
| 3 | Opendoor Technologies Inc | 1.67M | $7.82M | 7.4% | +1.65M | Added |
| 4 | Ishares Ethereum Tr | 467.0K | $7.39M | 7.0% | +325.0K | Added |
| 5 | Strive Inc | 606.2K | $6.07M | 5.7% | +606.2K | New |
| 6 | Novo-Nordisk A S | 165.0K | $6.06M | 5.7% | +15.0K | Added |
| 7 | Bitmine Immersion Tecnologie | 92.0K | $1.82M | 1.7% | +92.0K | New |
| 8 | Pepsico Inc | 5.0K | $776.5K | 0.7% | −26.5K | Reduced |
| 9 | Regeneron Pharmaceuticals | 1.0K | $772.6K | 0.7% | 0 | Held |
| 10 | Constellation Brands Inc | 3.0K | $450.0K | 0.4% | −97.0K | Reduced |
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