Alpine Fox Capital LLC
CIK 2096493 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- CIFR47.76%
- IREN19.84%
- OPEN12.65%
- NVO5.57%
- BKKT4.09%
- ETHA3.85%
- ASST3.53%
- BMNR0.77%
- SLNH0.59%
- NXH0.33%
Share classes counted separately98.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- OPENWeight increased · +5.29 pp7.36% → 12.65%Shares +3.06M (+183.50%)
- IRENWeight decreased · -4.37 pp24.21% → 19.84%Shares 0 (0.00%)
- BKKTWeight increased · +3.81 pp0.28% → 4.09%Shares +865.00K (+2162.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CIFRCIPHER DIGITAL INC View history and evidence | $82.61M | 47.76% | 3.37M shares | 45.57% → 47.76%+2.19 pp -390.00K (-10.37%) | Reduced | ↗▾ |
| 02 | IRENIREN LTDORD SHS View history and evidence | $34.32M | 19.84% | 750.46K shares | 24.21% → 19.84%-4.37 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | OPENOPENDOOR TECHNOLOGIES INC View history and evidence | $21.88M | 12.65% | 4.74M shares | 7.36% → 12.65%+5.29 pp +3.06M (+183.50%) | Added | ↗▾ |
| 04 | NVONOVO-NORDISK A/S-SPONS ADRADR View history and evidence | $9.64M | 5.57% | 201.00K shares | 5.71% → 5.57%-0.14 pp +36.00K (+21.82%) | Added | ↗▾ |
| 05 | BKKTBAKKT INCCOM CL A NEW View history and evidence | $7.07M | 4.09% | 905.00K shares | 0.28% → 4.09%+3.81 pp +865.00K (+2162.50%) | Added | ↗▾ |
| 06 | ETHAISHARES ETHEREUM TRUST ETFSHS View history and evidence | $6.66M | 3.85% | 560.00K shares | 6.96% → 3.85%-3.11 pp +93.00K (+19.91%) | Added | ↗▾ |
| 07 | ASSTSTRIVE INC-ACL A COM View history and evidence | $6.11M | 3.53% | 560.00K shares | 5.72% → 3.53%-2.19 pp -46.24K (-7.63%) | Reduced | ↗▾ |
| 08 | BMNRBITMINE IMMERSION TECHNOLOGICOM NEW View history and evidence | $1.33M | 0.77% | 100.00K shares | 1.71% → 0.77%-0.94 pp +8.00K (+8.70%) | Added | ↗▾ |
| 09 | SLNHSOLUNA HOLDINGS INCCOM NEW View history and evidence | $1.01M | 0.59% | 750.88K shares | Prior unavailable +750.88K | New | ↗▾ |
| 10 | NXHNEIGHBORHOOD INTELLIGENCE IN View history and evidence | $579.00K | 0.33% | 100.00K shares | Prior unavailable +100.00K | New | ↗▾ |
Options overlay 2
$38.26M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
IBITISHARES BITCOIN TRUST ETFSHS BEN INT View history and evidence | Call | 1.12M | $37.28M | -52.20K (-4.45%) | ▾ |
CIFRCIPHER DIGITAL INC View history and evidence | Call | 40.00K | $980.00K | -60.00K (-60.00%) | ▾ |
2 / 2 options · preview only
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ETHA ISHARES ETHEREUM TRUST ETF | Call | -90,000 | -$1.42M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2096493 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 211240503
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