U.S. fund Alpine Fox Capital disclosed its Q1 holdings, with CIFR as its top holding.
Source：
x.com
Alpine Fox Capital, founded by Mike Alfred, has disclosed its 13F filing for the first quarter of 2026. The fund reported a total of 20 positions, with a portfolio value of approximately $154 million. Its largest holding by market value is 3.762 million shares of CIFR, valued at $48.4 million; it also holds 750,461 shares of IREN, valued at $25.7 million. In addition to crypto-related holdings, Alpine Fox holds 1.670199 million shares of OPEN, valued at $7.8 million; 606,242 shares of ASST, valued at $6.1 million; and $6.1 million worth of Novo Nordisk.
