Alpine Fox Capital LLC
Net buyer this quarter
$211M
18
+$14.7M
81.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CIFR | $82.6M | 39.11% | 0.81% | -10.4% | Q3 2025 |
 IREN | $34.3M | 16.25% | 0.21% | Not reported | Q3 2025 |
 OPEN | $21.9M | 10.36% | 0.49% | +183.5% | Q4 2025 |
 NVO | $9.64M | 4.56% | Not reported | +21.8% | Q3 2025 |
 BKKT | $7.07M | 3.35% | 2.01% | +2162.5% | Q3 2025 |
 ETHA | $6.66M | 3.15% | 0.14% | +19.9% | Q3 2025 |
 ASST | $6.11M | 2.89% | 3339.18% | -7.6% | Q4 2025 |
 BMNR | $1.33M | 0.63% | 0.02% | +8.7% | Q1 2026 |
 SLNH | $1.01M | 0.48% | 0.33% | New | Q2 2026 |
 NXH | $579K | 0.27% | 0.12% | New | Q2 2026 |
 WYNN | $485K | 0.23% | 0.00% | New | Q2 2026 |
 REGN | $312K | 0.15% | 0.00% | -50.0% | Q3 2025 |
 CELH | $293K | 0.14% | 0.00% | New | Q2 2026 |
 CP | $173K | 0.08% | 0.00% | -60.0% | Q4 2025 |
 STZ | $139K | 0.07% | Not reported | -66.7% | Q3 2025 |
 PEP | $135K | 0.06% | 0.00% | -80.0% | Q4 2025 |
 TGT | $131K | 0.06% | 0.00% | -50.0% | Q4 2025 |
 ENHA | $103K | 0.05% | 0.35% | New | Q2 2026 |
| Q1 2026 | |||||
| CIFR | $48.4M | 31.44% | 0.93% | -4.1% | Q3 2025 |
| IREN | $25.7M | 16.71% | 0.23% | Not reported | Q3 2025 |
| OPEN | $7.82M | 5.08% | 0.17% | +6580.8% | Q4 2025 |
| ETHA | $7.39M | 4.80% | 0.11% | +228.9% | Q3 2025 |
| ASST | $6.07M | 3.94% | 3614.92% | +284.9% | Q4 2025 |
| NVO | $6.06M | 3.94% | Not reported | +10.0% | Q3 2025 |
| BMNR | $1.82M | 1.18% | 0.02% | New | Q1 2026 |
| PEP | $776K | 0.50% | 0.00% | -84.1% | Q4 2025 |
| REGN | $773K | 0.50% | 0.00% | Not reported | Q3 2025 |
| STZ | $450K | 0.29% | Not reported | -97.0% | Q3 2025 |
| CP | $393K | 0.26% | 0.00% | -95.8% | Q4 2025 |
| BKKT | $294K | 0.19% | 0.13% | Not reported | Q3 2025 |
| TGT | $242K | 0.16% | 0.00% | -92.0% | Q4 2025 |
| Q4 2025 | |||||
| CIFR | $57.9M | 30.56% | 0.97% | -21.6% | Q3 2025 |
| IREN | $28.3M | 14.96% | 0.26% | Not reported | Q3 2025 |
| STZ | $13.8M | 7.28% | Not reported | +48.2% | Q3 2025 |
 DEO | $10.5M | 5.56% | 0.01% | +408.3% | Q3 2025 |
| CP | $8.84M | 4.66% | 0.01% | New | Q4 2025 |
| NVO | $7.63M | 4.03% | Not reported | +145.9% | Q3 2025 |
| PEP | $4.52M | 2.39% | 0.00% | New | Q4 2025 |
| ETHA | $3.19M | 1.68% | 0.03% | +102.9% | Q3 2025 |
 BMY | $2.7M | 1.42% | 0.00% | New | Q4 2025 |
 LEN | $2.57M | 1.36% | Not reported | New | Q4 2025 |
| TGT | $2.44M | 1.29% | 0.01% | New | Q4 2025 |
| ASST | $2.32M | 1.23% | 939.25% | New | Q4 2025 |
 WULF | $1.15M | 0.61% | 0.02% | New | Q4 2025 |
| REGN | $772K | 0.41% | 0.00% | Not reported | Q3 2025 |
 CLSK | $506K | 0.27% | 0.02% | +25.0% | Q3 2025 |
| BKKT | $402K | 0.21% | 0.16% | Not reported | Q3 2025 |
 BF.A | $342K | 0.18% | Not reported | New | Q4 2025 |
 PYPL | $292K | 0.15% | 0.00% | New | Q4 2025 |
| OPEN | $146K | 0.08% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| CIFR | $63M | 26.36% | 1.27% | New | Q3 2025 |
| IREN | $35.2M | 14.74% | Not reported | New | Q3 2025 |
| STZ | $9.09M | 3.81% | Not reported | New | Q3 2025 |
| NVO | $3.38M | 1.42% | Not reported | New | Q3 2025 |
| DEO | $2.29M | 0.96% | 0.00% | New | Q3 2025 |
| ETHA | $2.21M | 0.92% | 0.02% | New | Q3 2025 |
| BKKT | $1.35M | 0.56% | 1.75% | New | Q3 2025 |
 SBET | $1.02M | 0.43% | 0.03% | New | Q3 2025 |
| CLSK | $580K | 0.24% | 0.01% | New | Q3 2025 |
| REGN | $562K | 0.24% | 0.00% | New | Q3 2025 |