StockDriftsStockDriftsTop 17 Alpine Fox Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CIFR | Cipher Digital Inc. | 47.76% | 3.37M | $82.6M | -10.37%(-390.00K) | $8.69(+91.36%) | 2026-06-30 | |
| IREN | IREN Limited | 19.84% | 750.5K | $34.3M | +0.00%(+0) | $30.75(+45.56%) | 2026-06-30 | |
| OPEN | Opendoor Technologies Inc. | 12.65% | 4.74M | $21.9M | +183.50%(+3.06M) | $4.79(-24.54%) | 2026-06-30 | |
| NVO | Novo-Nordisk A/S | 5.57% | 201.0K | $9.6M | +21.82%(+36.00K) | $53.17(-12.12%) | 2026-06-30 | |
| BKKT | Bakkt, Inc | 4.09% | 905.0K | $7.1M | +2162.50%(+865.00K) | $8.11(-8.83%) | 2026-06-30 | |
| ETHA | iShares Ethereum Trust ETF | 3.85% | 560.0K | $6.7M | +19.91%(+93.00K) | $19.99(-28.80%) | 2026-06-30 | |
| ASST | Strive, Inc. | 3.53% | 560.0K | $6.1M | -7.63%(-46.24K) | $17.58(-28.46%) | 2026-06-30 | |
| BMNR | BitMine Immersion Technologies, Inc. | 0.77% | 100.0K | $1.3M | +8.70%(+8.00K) | $22.85(-21.74%) | 2026-06-30 | |
| SLNH | Soluna Holdings Inc. | 0.59% | 750.9K | $1.0M | new | $0.98(+32.65%) | 2026-06-30 | |
| BBBY | Bed Bath & Beyond, Inc. | 0.33% | 100.0K | $579K | new | $5.08(-12.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.82% |
| Top 20 Holdings Unweighted | — | — | — | — | -15.23% |
Alpine Fox Capital LLC reports $211.24M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are CIFR (47.8%), IREN (19.8%) and OPEN (12.7%). The top 20 holdings account for 99.95% of reported assets. Its disclosed equity book has returned +38.82% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alpine Fox Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096493). View Alpine Fox Capital LLC’s 13F filings on SEC