TechFlow reports that on May 15, Alpine Fox Capital—founded by Mike Alfred—filed its Q1 2026 13F holdings report. The fund reported a total of 20 positions, with a combined portfolio value of approximately $154 million. Its largest holding by market value was 3.762 million shares of CIFR, valued at $48.4 million; it also held 750,461 shares of IREN, valued at $25.7 million. In addition to crypto-related securities, Alpine Fox held 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 stock.
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