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SEC Form 13F · Q2 2026
Alpine Fox Capital portfolio
Mike Alfred · Alpine Fox Capital LLC · CIK 0002096493
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026, compared with the quarter ended Mar 31, 2026.
Mike Alfred is a director of IREN and Bakkt, both holdings shown here. The filing excludes any bitcoin held directly and private investments, and call options are shown at the value of the underlying shares. (as of Aug 27, 2026)
Reported 13F value$211.2M
Holdings20
Top 10 concentration81.0%
New positions5
Added to5
Reduced9
Closed1
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
Reduced
Closed
None reported this quarter.
Holdings, Q2 2026
20 positions by reported value · includes 2 option positions
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| CIFRCipher Digital Inc. · COM | 39.11% | $82.6M | 3,372,000 | -10.4% |
| IBITishares Bitcoin Trust ETF · SHS BEN INT · CALL | 17.65% | $37.3M | 1,120,000 | -4.5% |
| IRENIREN Limited · ORD SHS | 16.25% | $34.3M | 750,461 | Unchanged |
| OPENOpendoor Technologies Inc. · COM | 10.36% | $21.9M | 4,735,000 | +183.5% |
| NVONovo-Nordisk A/S · ADR | 4.56% |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.