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	$980K	Sell	40,000 -60,000	-60%	-$1.27M	0.46%	11
2026 Q1	$1.29M	Buy	+100,000	New	+$1.58M	0.84%	10
2025 Q4	–	Hold	0	–	-$3.34M	–	21
2025 Q3	–	Hold	0	–	–	–	6

Other funds holding CIFR

V3 Holding Rye, New York $1.43B AUM 412.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.