Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpine Fox Capital LLC (CIK 2096493) reported $154.0M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CIFR ($49.7M, 32.28%), IBIT ($45.0M, 29.25%), IREN ($25.7M, 16.71%), ETHA ($8.8M, 5.73%), OPEN ($7.8M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CIFR | Cipher Digital Inc. | $49.7M | 32.28% | 3.9M | Trimmed |
| 2 | IBIT | iShares Bitcoin Trust ETF | $45.0M | 29.25% | 1.2M | Added |
| 3 | IREN | IREN Limited | $25.7M | 16.71% | 750,461 | Hold |
| 4 | ETHA | iShares Ethereum Trust ETF | $8.8M | 5.73% | 557,000 | Added |
| 5 | OPEN | Opendoor Technologies Inc. | $7.8M | 5.08% | 1.7M | Added |
| 6 | NVO | Novo-Nordisk A/S | $6.1M | 3.94% | 165,000 | Added |
| 7 | Strive, Inc. | $6.1M | 3.94% | 606,242 | New | |
| 8 | BMNRD | BitMine Immersion Technologies, Inc. | $1.8M | 1.18% | 92,000 | New |
| 9 | PEP | PepsiCo, Inc. | $776,450 | 0.50% | 5,000 | Trimmed |
| 10 | REGN | Regeneron Pharmaceuticals, Inc. | $772,640 | 0.50% | 1,000 | Hold |
| 11 | STZ | Constellation Brands, Inc. | $450,000 | 0.29% | 3,000 | Trimmed |
| 12 | CP | Canadian Pacific Kansas City Limited | $393,300 | 0.26% | 5,000 | Trimmed |
| 13 | BKKT | Bakkt, Inc | $294,400 | 0.19% | 40,000 | Hold |
| 14 | TGT | Target Corporation | $242,400 | 0.16% | 2,000 | Trimmed |
| 15 | BMY | Bristol-Myers Squibb Company | $0 | 0.00% | 0 | Exited |
| 16 | BF/A | Brown Forman Corporation | $0 | 0.00% | 0 | Exited |
| 17 | CLSK | CleanSpark, Inc. | $0 | 0.00% | 0 | Exited |
| 18 | DEO | Diageo PLC | $0 | 0.00% | 0 | Exited |
| 19 | LEN | Lennar Corporation | $0 | 0.00% | 0 | Exited |
| 20 | PYPL | PayPal Holdings, Inc. | $0 | 0.00% | 0 | Exited |
| 21 | Strive Asset Management, LLC | $0 | 0.00% | 0 | Exited | |
| 22 | WULF | TeraWulf Inc. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31