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Mike Alfred’s Cipher Digital CIFR Stock Holding History

Mike Alfred’s Portfolio CIFR Stock Details CIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.6M Sell
3,372,000
-390,000
-10% -$8.23M 39.11% 1
2026
Q1 		$48.4M Sell
3,762,000
-160,000
-4% -$2.54M 31.44% 1
2025
Q4 		$57.9M Sell
3,922,000
-1,079,000
-22% -$19M 30.56% 1
2025
Q3 		$63M Buy
+5,001,000
New +$37.7M 26.36% 2

Other funds holding CIFR

VH
V3 Holding Rye, New York $1.43B AUM 412.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mike Alfred's CIFR Position: Q2 2026 in Review

Mike Alfred reduced its Cipher Digital (CIFR) stake by 10% in Q2 2026, selling an estimated $8.23M and leaving 3,372,000 shares worth $82.6M. The position accounts for 39.11% of the portfolio, ranked #1.

Mike Alfred first reported a position in CIFR in Q3 2025 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold CIFR as of Q2 2026.

  • Mike Alfred held 3,372,000 shares of Cipher Digital worth $82.6M as of Q2 2026.
  • Mike Alfred sold 390,000 Cipher Digital shares in Q2 2026, an estimated $8.23M.
  • Cipher Digital made up 39.11% of Mike Alfred's portfolio in Q2 2026, its #1 holding.
  • Mike Alfred first reported a position in Cipher Digital in Q3 2025 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Cipher Digital as of Q2 2026.

Based on Alpine Fox Capital's 13F filing for Q2 2026, filed 14 Aug 2026.