In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Alpine Fox Capital LLC reported 18 stock positions worth $173.0 million . Its top holding was Cipher Digital (CIFR) at 47.8% of the portfolio, followed by Iren (IREN, 19.8% ) and Opendoor Technologies (OPEN, 12.6% ). Compared with Q1 2026, it opened 5 new positions, added to 5 and reduced 7. The biggest buy was Opendoor Technologies (OPEN, shares +184% ) and the biggest sale Strive Class A (ASST, shares −8% ).
Location LAS VEGAS, NV
CIK 0002096493
Portfolio Value $173.0M (Q2 2026) Holdings 18 stocks · $173.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 CIFR Cipher Digital Inc. 3,372,000 $82.6M Reduce -10.4% IREN Iren Ltd. filed as IREN LIMITED 750,461 $34.3M No change OPEN Opendoor Technologies Inc. 4,735,000 $21.9M Add +183.5% NVO Novo-Nordisk A/S-Spons ADR 201,000 $9.6M Add +21.8% BKKT Bakkt Inc. 905,000 $7.1M Add +2162.5% ETHA iShares Ethereum Trust ETF 560,000 $6.7M Add +19.9% ASST Strive Inc. Class A 560,000 $6.1M Reduce -7.6% BMNR Bitmine Immersion Technologi 100,000 $1.3M Add +8.7% SLNH Soluna Holdings Inc. 750,882 $1.0M New NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC 100,000 $579K New WYNN WYNN Resorts Ltd. 5,000 $485K New REGN Regeneron Pharmaceuticals 500 $312K Reduce -50.0% CELH Celsius Holdings Inc. 10,000 $293K New CP Canadian Pacific Kansas City 2,000 $173K Reduce -60.0% STZ Constellation Brands Inc. Class A 1,000 $139K Reduce -66.7% PEP Pepsico Inc. 1,000 $135K Reduce -80.0% TGT Target Corp. 1,000 $131K Reduce -50.0% ENHA Enhanced Group Inc. 36,000 $103K New
Options reported separately and not counted above: IBIT calls ($37.3M), CIFR calls ($980K).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ ASST Strive Inc. Class A Reduce -7.6% 3.53% −2.19 PEP Pepsico Inc. Reduce -80.0% 0.08% −0.65 REGN Regeneron Pharmaceuticals Reduce -50.0% 0.18% −0.55 STZ Constellation Brands Inc. Class A Reduce -66.7% 0.08% −0.34 CP Canadian Pacific Kansas City Reduce -60.0% 0.10% −0.27 TGT Target Corp. Reduce -50.0% 0.08% −0.15 CIFR Cipher Digital Inc. Reduce -10.4% 47.76% +2.19
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ OPEN Opendoor Technologies Inc. Add +183.5% 12.65% +5.29 BKKT Bakkt Inc. Add +2162.5% 4.09% +3.81 SLNH Soluna Holdings Inc. New 0.59% +0.59 NXH Neighborhood Intelligence Inc. New 0.33% +0.33 WYNN WYNN Resorts Ltd. New 0.28% +0.28 CELH Celsius Holdings Inc. New 0.17% +0.17 ENHA Enhanced Group Inc. New 0.06% +0.06 NVO Novo-Nordisk A/S-Spons ADR Add +21.8% 5.57% −0.14 BMNR Bitmine Immersion Technologi Add +8.7% 0.77% −0.94 ETHA iShares Ethereum Trust ETF Add +19.9% 3.85% −3.11
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ IBIT iShares Bitcoin Trust ETF call Reduce -4.5% 1,120,000 $37.3M ETHA iShares Ethereum Trust ETF call Sold out 90,000 $1.4Mbefore exit CIFR Cipher Digital Inc. call Reduce -60.0% 40,000 $980K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 18 $173.0M CIFR, IREN, OPEN, NVO, BKKT Q1 2026 13 $106.2M CIFR, IREN, OPEN, ETHA, ASST Q4 2025 19 $148.4M CIFR, IREN, STZ, DEO, CP Q3 2025 10 $118.7M CIFR, IREN, STZ, NVO, DEO