Alpine Fox Capital LLC
LAS VEGAS NV · SEC CIK 0002096493
$2.11亿2026Q2 申报市值
20持仓数
98.4%前十大占比 · 第一大 39.1%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OPEN 加仓+$1,415.94万
Bakkt, Inc 加仓+$675.57万
NVO 加仓+$172.58万
iShares Ethereum 加仓+$110.58万
Soluna Holdings 新建仓+$101.37万
2026Q2 卖出最多 按季末市值估算
CIFR 减仓-$955.50万
PEP 减仓-$54.16万
ASST 减仓-$50.45万
REGN 减仓-$31.18万
STZ 减仓-$27.82万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CIFR | Cipher Digital Inc. | $8,261.40万 | 39.11% | 3,372,000 | -390,000 | -10.4% | -$955.50万 | 减仓 |
| IBIT | ishares Bitcoin Trust ETF 看涨期权 | $3,728.48万 | 17.65% | 1,120,000 | -52,200 | -4.5% | -$173.77万 | 减仓 |
| IREN | IREN Limited | $3,431.86万 | 16.25% | 750,461 | 0 | 0.0% | — | 不变 |
| OPEN | Opendoor Technologies Inc. | $2,187.57万 | 10.36% | 4,735,000 | 3,064,801 | 183.5% | $1,415.94万 | 加仓 |
| NVO | Novo-Nordisk A/S | $963.59万 | 4.56% | 201,000 | 36,000 | 21.8% | $172.58万 | 加仓 |
| — | Bakkt, Inc | $706.80万 | 3.35% | 905,000 | 865,000 | 2,162.5% | $675.57万 | 加仓 |
| — | iShares Ethereum Trust ETF | $665.84万 | 3.15% | 560,000 | 93,000 | 19.9% | $110.58万 | 加仓 |
| ASST | Strive, Inc. | $610.96万 | 2.89% | 560,000 | -46,242 | -7.6% | -$50.45万 | 减仓 |
| BMNR | BitMine Immersion Technologies, Inc. | $133.10万 | 0.63% | 100,000 | 8,000 | 8.7% | $10.65万 | 加仓 |
| — | Soluna Holdings Inc. | $101.37万 | 0.48% | 750,882 | 750,882 | — | $101.37万 | 新建仓 |
| CIFR | Cipher Digital Inc. 看涨期权 | $98.00万 | 0.46% | 40,000 | -60,000 | -60.0% | -$147.00万 | 减仓 |
| NXH | Bed Bath & Beyond, Inc. | $57.90万 | 0.27% | 100,000 | 100,000 | — | $57.90万 | 新建仓 |
| WYNN | Wynn Resorts, Limited | $48.55万 | 0.23% | 5,000 | 5,000 | — | $48.55万 | 新建仓 |
| REGN | Regeneron Pharmaceuticals, Inc. | $31.18万 | 0.15% | 500 | -500 | -50.0% | -$31.18万 | 减仓 |
| CELH | Celsius Holdings, Inc. | $29.28万 | 0.14% | 10,000 | 10,000 | — | $29.28万 | 新建仓 |
| CP | Canadian Pacific Kansas City Limited | $17.33万 | 0.08% | 2,000 | -3,000 | -60.0% | -$26.00万 | 减仓 |
| STZ | Constellation Brands, Inc. | $13.91万 | 0.07% | 1,000 | -2,000 | -66.7% | -$27.82万 | 减仓 |
| PEP | PepsiCo, Inc. | $13.54万 | 0.06% | 1,000 | -4,000 | -80.0% | -$54.16万 | 减仓 |
| TGT | Target Corporation | $13.06万 | 0.06% | 1,000 | -1,000 | -50.0% | -$13.06万 | 减仓 |
| — | Enhanced Group Inc | $10.33万 | 0.05% | 36,000 | 36,000 | — | $10.33万 | 新建仓 |
| — | iShares Ethereum Trust ETF 看涨期权 | $0 | 0.00% | 0 | -90,000 | -100.0% | -$142.47万 | 清仓 |