Alpine Fox Capital LLC

Est. AUM

$123.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Cipher Digital Inc.	COM	$48.4M	3762000	39.31%	SOLE
2	IREN Limited	ORD SHS	$25.7M	750461	20.89%	SOLE
3	iShares Bitcoin Trust ETFCALL	SHS BEN INT	$14.2M	370000	11.54%	SOLE
4	Opendoor Technologies Inc.	COM	$7.8M	1670199	6.35%	SOLE
5	iShares Ethereum Trust ETF	SHS	$7.4M	467000	6.00%	SOLE
6	Strive, Inc.	CL A COM	$6.1M	606242	4.93%	SOLE
7	Novo-Nordisk A/S	ADR	$6.1M	165000	4.92%	SOLE
8	BitMine Immersion Technologies, Inc.	COM NEW	$1.8M	92000	1.48%	SOLE
9	iShares Ethereum Trust ETFCALL	SHS	$1.4M	90000	1.16%	SOLE
10	Cipher Digital Inc.CALL	COM	$1.3M	100000	1.04%	SOLE
11	PepsiCo, Inc.	COM	$776K	5000	0.63%	SOLE
12	Regeneron Pharmaceuticals, Inc.	COM	$773K	1000	0.63%	SOLE
13	Constellation Brands, Inc.	CL A	$450K	3000	0.37%	SOLE
14	Canadian Pacific Kansas City Limited	COM	$393K	5000	0.32%	SOLE
15	Bakkt, Inc	COM CL A NEW	$294K	40000	0.24%	SOLE
16	Target Corporation	COM	$242K	2000	0.20%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.