Alpine Fox Capital LLC

LAS VEGAS, NV · CIK 2096493 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$173.0m reported value +62.8% vs Q1 2026

18positions

99.0%in top 10

5 new 5 added 7 reduced 0 sold out vs Q1 2026

Options: 2 call positions ($38.3m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CIPHER MINING INC COM CIFR	CIFR	3,372,000	$82.6m47.76%	47.76%	Reduced -390.0k	-390,000 -10.4%
2	IREN LIMITED ORDINARY SHARES IREN	IREN	750,461	$34.3m19.84%	19.84%	Unchanged
3	OPENDOOR TECHNOLOGIES INC COM OPEN	OPEN	4,735,000	$21.9m12.65%	12.65%	Added +3.1m	+3,064,801 183.5%
4	NOVO-NORDISK A S ADR NVO	NVO	201,000	$9.6m5.57%	5.57%	Added +36.0k	+36,000 21.8%
5	BAKKT HOLDINGS INC COM CL A NEW BKKT	BKKT	905,000	$7.1m4.09%	4.09%	Added +865.0k	+865,000 2162.5%
6	ISHARES ETHEREUM TR SHS ETHA	ETHA	560,000	$6.7m3.85%	3.85%	Added +93.0k	+93,000 19.9%
7	STRIVE INC CL A COM ASST	ASST	560,000	$6.1m3.53%	3.53%	Reduced -46.2k	-46,242 -7.6%
8	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	100,000	$1.3m0.77%	0.77%	Added +8.0k	+8,000 8.7%
9	SOLUNA HOLDINGS INC COM NEW SLNH	SLNH	750,882	$1.0m0.59%	0.59%	New
10	BEYOND INC COM NXH	NXH	100,000	$579.0k0.33%	0.33%	New
11	WYNN RESORTS LTD COM WYNN	WYNN	5,000	$485.4k0.28%	0.28%	New
12	REGENERON PHARMACEUTICALS COM REGN	REGN	500	$311.8k0.18%	0.18%	Reduced -500	-500 -50.0%
13	CELSIUS HLDGS INC COM NEW CELH	CELH	10,000	$292.8k0.17%	0.17%	New
14	CANADIAN PACIFIC KANSAS CITY COM CP	CP	2,000	$173.3k0.10%	0.10%	Reduced -3.0k	-3,000 -60.0%
15	CONSTELLATION BRANDS INC CL A STZ	STZ	1,000	$139.1k0.08%	0.08%	Reduced -2.0k	-2,000 -66.7%
16	PEPSICO INC COM PEP	PEP	1,000	$135.4k0.08%	0.08%	Reduced -4.0k	-4,000 -80.0%
17	TARGET CORP COM TGT	TGT	1,000	$130.6k0.08%	0.08%	Reduced -1.0k	-1,000 -50.0%
18	ENHANCED GROUP INC COM CL A ENHA	ENHA	36,000	$103.3k0.06%	0.06%	New

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES BITCOIN TRUST ETF IBIT · Call	IBIT	Call	1,120,000	$37.3m1.1m shares	Reduced
CIPHER MINING INC CIFR · Call	CIFR	Call	40,000	$980.0k40.0k shares	Reduced

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SONO GROUP N V SSM · 13D · filed 2026-10-01	SSM	21.5%≈ $1.3m	new	13D	2026-10-01