MondegarAI
Alpine Global Management, LLC

Q1 2026 · 13F-HR

Alpine Global Management, LLCholdings as filed

Filed 2026-05-15 · accession 0002073679-26-000054

$667.9M
Reported value
226
Positions
2026-03-31
Period end
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The Brief · Alpine Global Management, LLC · Q1 2026

AI · grounded in 13F

Alpine Global Management, LLC closed its position in CVNA for a reduction of $18.8M. The fund established several new positions, including $17.5M in STRATEGY INC [[stock:MSTR 0 12/01/29]], $15M in KKR, and $14.7M in APO. Additionally, the fund exited positions in BROOKFIELD BUSINESS PARTNERS and SPOTIFY USA INC [[stock:SPOT 0 03/15/26]].

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45258J102IMVTIMMUNOVANT INC$65.5M9.81%2,636,925CommonSOLE
21924B302CLMCORNERSTONE STRATEGIC INVEST$49.6M7.43%6,814,332CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$40.0M6.00%2,660,868CommonSOLE
03945R102ACHRARCHER AVIATION INC$29.1M4.36%5,631,660CommonSOLE
21924U300CRFCORNERSTONE TOTAL RETURN FD$20.7M3.10%2,980,112CommonSOLE
594972AS0MSTR 0 12/01/29STRATEGY INC$17.5M2.62%21,000CommonSOLE
48251W104KKRKKR & CO INC$15.0M2.25%162,294CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$14.7M2.20%131,955CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$14.7M2.20%134,649CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$14.6M2.19%123,421CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$14.5M2.18%15,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$14.5M2.17%1,585,745CommonSOLE
09290D101BLKBLACKROCK INC$14.3M2.14%14,834CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$13.3M1.99%12,500CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$12.7M1.91%16,000CommonSOLE
594972AU5MSTR 0 03/01/30STRATEGY INC$12.0M1.80%13,800CommonSOLE
059460303BBDBANCO BRADESCO S A$12.0M1.79%3,280,000CommonSOLE
594972408MSTRSTRATEGY INC$10.6M1.59%85,012CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$9.8M1.46%194,763CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$9.4M1.41%204,000CommonSOLE
285512109EAELECTRONIC ARTS INC$8.1M1.21%39,500CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$7.9M1.19%170,000CommonSOLE
594918104MSFTMICROSOFT CORP$7.6M1.14%20,559CommonSOLE
113006100BBUCBROOKFIELD BUSINESS CORP$7.4M1.10%194,305CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$7.0M1.04%6,500CommonSOLE
436440101HO1HOLOGIC INC$6.1M0.91%80,500CommonSOLE
231647207NXGNXG NEXTGEN INFRASTR INCM FD$6.1M0.91%110,666CommonSOLE
01921D204AAUCALLIED GOLD CORP$5.9M0.89%137,091CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.9M0.88%9,010CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$5.8M0.88%6,000CommonSOLE
05961W105BMABANCO MACRO S A$5.8M0.87%75,000CommonSOLE
987084100YSSYORK SPACE SYSTEMS INC$5.5M0.82%247,079CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$5.4M0.81%105,487CommonSOLE
81211K100SDASEALED AIR CORP NEW$5.2M0.77%122,500CommonSOLE
14365C103POH3CARNIVAL PLC$5.0M0.75%195,150CommonSOLE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$5.0M0.75%897,499CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.0M0.74%28,515CommonSOLE
78163D100RWAYRUNWAY GROWTH FINANCE CORP$4.7M0.70%681,251CommonSOLE
00130H105AESAES CORP$4.7M0.70%331,049CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$4.6M0.69%167,500CommonSOLE
05967A107BSBRBANCO SANTANDER BRASIL S A$4.6M0.69%775,000CommonSOLE
42806J950HERTZ GLOBAL HLDGS INC$4.2M0.63%126,116PUTSOLE
091947101BTGOBITGO HOLDINGS INC$4.0M0.60%489,342CommonSOLE
00912X302ALAIR LEASE CORP$4.0M0.59%61,000CommonSOLE
058934100BBARBANCO BBVA ARGENTINA S A$3.6M0.54%223,697CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$3.3M0.50%66,142CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$3.3M0.49%11,500CommonSOLE
302635206FSKFS KKR CAP CORP$3.2M0.48%316,014CommonSOLE
04013V108ACREARES COML REAL ESTATE CORP$3.1M0.47%652,859CommonSOLE
64128C106NHSNEUBERGER HIGH YIELD ST FD I$3.1M0.47%481,027CommonSOLE
75134PAB1METC 0 11/01/31RAMACO RES INC$3.0M0.45%3,859CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.8M0.42%14,334CommonSOLE
H2927K103AMRZAMRIZE LTD$2.8M0.42%50,010CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$2.7M0.41%294,858CommonSOLE
691543847OXLCOXFORD LANE CAP CORP$2.5M0.38%257,992CommonSOLE
55374X208MSIFMSC INCOME FUND INC$2.5M0.38%206,069CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$2.4M0.36%101,331CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.36%11,712CommonSOLE
574795100MASIMASIMO CORP$2.2M0.33%12,500CommonSOLE
095924106OTFBLUE OWL TECHNOLOGY FIN CORP$2.2M0.33%178,692CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$2.0M0.30%150,000CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$2.0M0.30%2,000CommonSOLE
362397101GABGABELLI EQUITY TR INC$1.9M0.28%336,337CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$1.9M0.28%146,853CommonSOLE
03762U105ARIAPOLLO COML REAL ESTATE FIN$1.8M0.27%167,773CommonSOLE
192108504CDECOEUR MNG INC$1.7M0.25%88,943CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$1.6M0.24%43,762CommonSOLE
225655109CCAPCRESCENT CAP BDC INC$1.6M0.24%129,312CommonSOLE
G1828S109CEPVCANTOR EQUITY PARTNERS V INC$1.5M0.23%150,000CommonSOLE
G0453R105ARCIARCHIMEDES TECH SPAC PTNRS I$1.5M0.22%150,000CommonSOLE
415864107NVRIENVIRI CORP$1.5M0.22%75,000CommonSOLE
501889208LKQLKQ CORP$1.5M0.22%50,000CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$1.4M0.21%50,000CommonSOLE
17259U204CIONCION INVT CORP$1.3M0.20%194,060CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$1.3M0.19%33,964CommonSOLE
872280102CGBDCARLYLE SECURED LENDING INC$1.3M0.19%115,663CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$1.3M0.19%101,384CommonSOLE
36866J105GEMIGEMINI SPACE STA INC$1.2M0.19%281,333CommonSOLE
670656107NRKNUVEEN NY AMT FREE$1.2M0.18%118,173CommonSOLE
92189F676SMHVANECK ETF TRUST$1.2M0.18%3,097CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$1.1M0.17%18,124CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.16%38,026CommonSOLE
18913Y103GLVCLOUGH GLOBAL DIVID & INCOME$1.0M0.15%172,823CommonSOLE
G1828E100CEPFCANTOR EQUITY PARTNERS IV IN$1.0M0.15%100,000CommonSOLE
G8377G121SVIVUSPRING VY ACQUISITION CORP I$1.0M0.15%100,000CommonSOLE
G3730U107FCRSFUTURECREST ACQUISITION CORP$1.0M0.15%100,000CommonSOLE
G0250X149AMCRAMCOR PLC$993,7500.15%25,000CommonSOLE
855919106STRZSTARZ ENTERTAINMENT CORP.$990,1500.15%86,100CommonSOLE
86800U952SMCISUPER MICRO COMPUTER INC$963,7280.14%34,654PUTSOLE
55939A107MAGNMAGNERA CORP$951,0000.14%100,000CommonSOLE
922475108VEEVVEEVA SYS INC$946,4560.14%5,388CommonSOLE
530909308LLYVKLIBERTY LIVE HOLDINGS INC$941,1000.14%10,000CommonSOLE
80004C200SNDKSANDISK CORP$931,4080.14%1,466CommonSOLE
698884AE3PAR 1.5 10/15/27PAR TECHNOLOGY CORP$922,8000.14%1,000CommonSOLE
462222AF7IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC$907,2320.14%600CommonSOLE
601137102MRPMILLROSE PPTYS INC$898,5200.13%32,090CommonSOLE
68389X105ORCLORACLE CORP$882,6600.13%6,000CommonSOLE
399473AK3GRPN 4.875 06/30/30 UNRSGROUPON INC$882,1880.13%1,000CommonSOLE
30303M102METAMETA PLATFORMS INC$857,0510.13%1,498CommonSOLE
92864V608EMPDEMPERY DIGITAL INC$846,0000.13%200,000CommonSOLE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$829,1300.12%73,766CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$814,0000.12%200,000CommonSOLE
86384P109STUBSTUBHUB HLDGS INC$748,8000.11%120,000CommonSOLE
Y48125101KNOPKNOT OFFSHORE PARTNERS LP$730,8000.11%72,500CommonSOLE
09260D107BXBLACKSTONE INC$698,1040.10%6,071CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$680,8930.10%80,579CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$643,7580.10%126,227CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$632,2500.09%225,000CommonSOLE
02376R952AMERICAN AIRLINES GROUP INC$627,7500.09%7,750PUTSOLE
500767306KWEBKRANESHARES TRUST$616,5610.09%21,687CommonSOLE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$603,0990.09%57,438CommonSOLE
09248D104BUIBLACKROCK UTILS INFRASTRUCTU$598,0870.09%22,672CommonSOLE
91532F102UMACUNUSUAL MACHS INC$596,4400.09%48,100CommonSOLE
16411R208LNGCHENIERE ENERGY INC$592,4910.09%2,088CommonSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE INC$589,4000.09%500CommonSOLE
644323107FSSLFS SPECIALTY LENDING FD$588,0830.09%47,009CommonSOLE
737446104POSTPOST HLDGS INC$583,2740.09%5,900CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$577,0000.09%25,000CommonSOLE
98421M956XRXXEROX HOLDINGS CORP$564,5210.08%2,864PUTSOLE
53626N102LIONLIONSGATE STUDIOS CORP$563,0580.08%58,713CommonSOLE
91733P107USARUSA RARE EARTH INC$529,7250.08%35,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$513,6660.08%3,012CommonSOLE
03464Y108AOMRANGEL OAK MORTGAGE REIT INC$513,2400.08%62,438CommonSOLE
163072AC5CAKE 2 03/15/30CHEESECAKE FACTORY INC$507,9440.08%500CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$502,3330.08%3,106CommonSOLE
592835102MXFMEXICO FD INC$498,5320.07%23,819CommonSOLE
870875101SWZTOTAL RETURN SECURITIES FUND$481,9550.07%81,274CommonSOLE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$475,5990.07%35,022CommonSOLE
46133G107IQIINVESCO QUALITY MUN INCOME T$459,1240.07%47,726CommonSOLE
464287955ISHARES TR$456,6230.07%345PUTSOLE
52634L108LNSRLENSAR INC$447,0000.07%75,000CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$446,8560.07%10,053CommonSOLE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$418,4680.06%33,939CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$398,2240.06%12,630CommonSOLE
33829M101FIVEFIVE BELOW INC$376,7640.06%1,649CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$376,4160.06%4,044CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$363,5750.05%281,841CommonSOLE
37045V950GENERAL MTRS CO$349,3880.05%385PUTSOLE
34379V103FLNCFLUENCE ENERGY INC$348,1420.05%25,301CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$338,7510.05%3,420CommonSOLE
91688R108URGUR-ENERGY INC$335,2500.05%225,000CommonSOLE
86384P959STUBHUB HLDGS INC$335,1050.05%3,073PUTSOLE
02079K305GOOGLALPHABET INC$333,8570.05%1,161CommonSOLE
07556Q951BZHBEAZER HOMES USA INC$323,0000.05%950PUTSOLE
670972108XNQPXNUVEEN PA INVT QUALITY MUN F$308,1040.05%25,826CommonSOLE
872657101TPGTPG INC$304,0280.05%7,505CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$303,4080.05%917CommonSOLE
00510N102TICTIC SOLUTIONS INC$296,1000.04%45,000CommonSOLE
184492106ZONECLEANCORE SOLUTIONS INC$295,9620.04%830,655CommonSOLE
053774955CARAVIS BUDGET GROUP INC$291,9800.04%455PUTSOLE
77311W101RKTROCKET COS INC$285,0000.04%20,000CommonSOLE
901109108TPCTUTOR PERINI CORP$279,1190.04%3,616CommonSOLE
02079K107GOOGALPHABET INC$267,0670.04%931CommonSOLE
23918K958DVADAVITA INC$260,0700.04%455PUTSOLE
14316J108CGCARLYLE GROUP INC$255,9830.04%5,290CommonSOLE
67069Y102XNXJXNUVEEN NEW JERSEY$253,7370.04%20,629CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$253,6690.04%49,739CommonSOLE
127537207CDZICADIZ INC$251,3280.04%51,187CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$248,8880.04%1,067CommonSOLE
46132K109VPVINVESCO PA VALUE MUN INC TR$248,1840.04%23,480CommonSOLE
345370950FORD MTR CO$237,9000.04%2,600PUTSOLE
570535104MKLMARKEL GROUP INC$231,6020.03%121CommonSOLE
M9T951909ZIMZIM INTEGRATED SHIPPING SERV$220,1790.03%901CALLSOLE
25065A502DMADESTRA MULTI-ALTERNATIVE FD$218,6540.03%26,961CommonSOLE
22113B103CSANCOSAN S A$206,0000.03%50,000CommonSOLE
88033G957THCTENET HEALTHCARE CORP$187,7680.03%190PUTSOLE
46284V951IRON MTN INC DEL$184,8340.03%375PUTSOLE
78518H202BRWSABA CAPITAL INCOME & OPRNT$182,1220.03%27,021CommonSOLE
78462F953SPYSTATE STR SPDR S&P 500 ETF T$178,5000.03%100PUTSOLE
91060H116UHGUNITED HOMES GROUP INC$173,3750.03%950,000CommonSOLE
23355L956DXCDXC TECHNOLOGY CO$171,5630.03%1,525PUTSOLE
G85727108SDASUNCAR TECHNOLOGY GROUP INC$161,5000.02%95,000CommonSOLE
737446954POSTPOST HLDGS INC$161,2350.02%215PUTSOLE
004468500ACHVACHIEVE LIFE SCIENCE INC$147,0000.02%50,000CommonSOLE
92707Y108VFFVILLAGE FARMS INTL INC$142,0000.02%50,000CommonSOLE
32026V104FFWMFIRST FNDTN INC$138,6500.02%23,500CommonSOLE
00123Q104AGNCAGNC INVT CORP$136,0270.02%13,562CommonSOLE
549498202LCIDLUCID GROUP INC$130,3510.02%13,678CommonSOLE
G1828A108CAEPCANTOR EQUITY PARTNERS III I$128,8750.02%12,500CommonSOLE
05353F108AVXAVAX ONE TECHNOLOGY LTD$126,7160.02%211,864CommonSOLE
552953951MGMMGM RESORTS INTERNATIONAL$115,8750.02%750PUTSOLE
18914C100XGLQXCLOUGH GLOBAL EQUITY FD$114,3730.02%15,189CommonSOLE
G38648104GIGGIGCAPITAL7 CORP$106,5000.02%10,000CommonSOLE
269710109NUCLEAGLE NUCLEAR ENERGY CORP$104,6710.02%13,629CommonSOLE
74039M408AGPUAXE COMPUTE INC$104,5030.02%64,508CommonSOLE
G3864J118GIWWRGIGCAPITAL8 CORP$100,0800.01%400,000CommonSOLE
98400V200XBPXBP GLOBAL HOLDINGS INC$94,6790.01%21,518CommonSOLE
08862E959BYNDBEYOND MEAT INC$94,5670.01%8,108PUTSOLE
G04819119A PARADISE ACQUISITION CORP$93,5350.01%207,028CommonSOLE
G3415K135FERARFIFTH ERA ACQUISITION CORP I$92,3700.01%307,900CommonSOLE
G0509J123AACBRARTIUS II ACQUISITION INC$87,6750.01%324,602CommonSOLE
69331C958PCGPG&E CORP$84,0000.01%1,000PUTSOLE
36317J959GLXYGALAXY DIGITAL INC.$70,9720.01%1,700PUTSOLE
25400W102APPSDIGITAL TURBINE INC$69,0620.01%23,980CommonSOLE
86771W955RUNSUNRUN INC$59,8150.01%11,963PUTSOLE
433000956HIMSHIMS & HERS HEALTH INC$52,0000.01%2,000PUTSOLE
34379V953FLNCFLUENCE ENERGY INC$49,0000.01%3,400PUTSOLE
G82745137SOUL-RSOULPOWER ACQUISITION CORP$45,0000.01%250,000CommonSOLE
G87890110TVAIRTHAYER VENTURES ACQ CORP II$42,9540.01%285,978CommonSOLE
668771116GENVRGEN DIGITAL INC$37,9910.01%80,660CommonSOLE
G8193F133SZZLRSIZZLE ACQUISITION CORP. II$37,7750.01%250,000CommonSOLE
G6861F138OYSEROYSTER ENTERPRISES II ACQUIS$36,7940.01%245,295CommonSOLE
G0750N112AXINRAXIOM INTELLIGENCE AC CORP 1$33,7730.01%225,000CommonSOLE
G8662J129TDWDRTAILWIND 2.0 ACQUISITION COR$32,8460.00%234,448CommonSOLE
399473956GRPNGROUPON INC$25,2550.00%10,102PUTSOLE
75134P950RAMACO RES INC$24,3750.00%250PUTSOLE
G6005T119MKLYRMCKINLEY ACQUISITION CORP$24,0000.00%200,000CommonSOLE
G2851K112DMIIRDRUGS MADE IN AMER ACQ II CO$24,0000.00%300,000CommonSOLE
362397226GAB-RGABELLI EQUITY TR INC$22,7170.00%3,245,215CommonSOLE
18452B959CLSKCLEANSPARK INC$21,9000.00%600PUTSOLE
G2847J112DMAARDRUGS MADE IN AMER ACQUTN CO$21,8950.00%362,500CommonSOLE
G0453R113ARCIWARCHIMEDES TECH SPAC PTNRS I$20,0620.00%37,500CommonSOLE
803607950SRPTSAREPTA THERAPEUTICS INC$18,0700.00%3,570PUTSOLE
46090R104ICMBINVESTCORP CR MGMT BDC INC$17,3580.00%10,715CommonSOLE
98421M114XRXDWXEROX HOLDINGS CORP$12,7530.00%140,920CommonSOLE
81369Y956SELECT SECTOR SPDR TR$11,6000.00%800PUTSOLE
285512959EAELECTRONIC ARTS INC$11,5370.00%50PUTSOLE
38341P102GOSSGOSSAMER BIO INC$10,7840.00%32,827CommonSOLE
83301J100SNALSNAIL INC$9,8770.00%19,329CommonSOLE
64128C130NHS-RNEUBERGER HIGH YIELD ST FD I$3,8980.00%487,222CommonSOLE
051774115AUROWAURORA INNOVATION INC$2,4880.00%12,500CommonSOLE
68236X118TOIIWTHE ONCOLOGY INSTITUTE INC$1,3910.00%25,024CommonSOLE
G4124C117GRABWGRAB HOLDINGS LIMITED$1,3560.00%17,800CommonSOLE
09248D112BUI-RBLACKROCK UTILS INFRASTRUCTU$1,1400.00%142,500CommonSOLE
015658957ALGOMA STL GROUP INC$5450.00%29PUTSOLE
81663L119WGSWWGENEDX HOLDINGS CORP$1600.00%20,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.