Alpine Fox Capital
Alpine Fox Capital reported 18 stocks worth $173M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CIFR (47.8%), IREN (19.8%) and OPEN (12.7%). Compared with Q1 2026, the fund opened new positions in SLNH, NXH and WYNN, added to OPEN, NVO and BKKT and trimmed CIFR, ASST and REGN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CIFR Cipher Mng Inc | $82.6M | 47.8% | 3.4M | −390K (−10%) | 4 of 4 | |
| 2 |  IREN Iren Ltd F | $34.3M | 19.8% | 750K | No change | 4 of 4 | |
| 3 |  OPEN Opendoor Technologies in | $21.9M | 12.7% | 4.7M | +3.1M (+183%) | 3 of 4 | |
| 4 |  NVO Novo-Nordisk A S F | $9.6M | 5.6% | 201K | +36K (+22%) | 4 of 4 | |
| 5 |  BKKT Bakkt Holdings Inc | $7.1M | 4.1% | 905K | +865K (+2163%) | 4 of 4 | |
| 6 | ISHARES ETHEREUM TRUST | $6.7M | 3.9% | 560K | +93K (+20%) | 4 of 4 | |
| 7 |  ASST Strive Inc CL A Com | $6.1M | 3.5% | 560K | −46K (−8%) | 2 of 4 | |
| 8 |  BMNR Bitmine Immersion Tecnologie | $1.3M | 0.8% | 100K | +8,000 (+9%) | 2 of 4 | |
| 9 |  SLNH Soluna Holdings Inc | $1M | 0.6% | 751K | New position | 1 of 4 | |
| 10 |  NXH Beyond Inc | $579K | 0.3% | 100K | New position | 1 of 4 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Options
valued at the underlying shares
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Alpine Fox Capital 13F FAQ
What does Alpine Fox Capital own?
Alpine Fox Capital reported 18 stocks worth $173M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CIFR (47.8%), IREN (19.8%) and OPEN (12.7%). The table above lists every position in the filing (the top 10 without an account).
What did Alpine Fox Capital buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 5 added to, 7 trimmed and 0 sold out. New positions include SLNH, NXH and WYNN.
When will Alpine Fox Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alpine Fox Capital's portfolio worth?
The Q2 2026 filing reports $173M in US stocks ($211M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.