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American fund Alpine Fox Capital discloses Q1 holdings, with CIFR as the largest major holding
Deep Tide TechFlow news: On May 15, Mike Alfred’s Alpine Fox Capital disclosed its 2026 first-quarter 13F holdings filing. The fund reported a total of 20 holdings, with a combined portfolio size of approximately $154 million. Among them, it holds 3.762 million shares of CIFR, valued at $48.4 million, making it the largest position by market value; it also holds 0.750461 million shares of IREN, valued at $25.7 million. In addition to crypto-related assets, Alpine Fox also holds 1.670199 million shares of OPEN, valued at $7.8 million; it holds 0.606242 million shares of ASST, valued at $6.1 million; and it also holds $6.1 million worth of Novo Nordisk.