TwinBeech Capital’s Cipher Digital CIFR Stock Holding History

TwinBeech Capital’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	$2.18M	Sell	89,000 -120,200	-57%	-$2.54M	0.39%	80
2026 Q1	$2.69M	Buy	+209,200	New	+$3.31M	0.28%	113
2024 Q2	–	Sell	-10,719	Closed	-$55.2K	–	569
2024 Q1	$55.2K	Buy	+10,719	New	+$37.1K	﹤0.01%	511

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

TwinBeech Capital's CIFR Position: Q2 2026 in Review

TwinBeech Capital reduced its Cipher Digital (CIFR) stake by 57% in Q2 2026, selling an estimated $2.54M and leaving 89,000 shares worth $2.18M. The position accounts for 0.39% of the portfolio, ranked #80.

TwinBeech Capital first reported a position in CIFR in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.69M in Q1 2026. 466 funds tracked by Wall St. Rank hold CIFR as of Q2 2026.

TwinBeech Capital held 89,000 shares of Cipher Digital worth $2.18M as of Q2 2026.
TwinBeech Capital sold 120,200 Cipher Digital shares in Q2 2026, an estimated $2.54M.
Cipher Digital made up 0.39% of TwinBeech Capital's portfolio in Q2 2026, its #80 holding.
TwinBeech Capital first reported a position in Cipher Digital in Q1 2024 and has held it in 3 quarters since.
TwinBeech Capital's Cipher Digital position peaked at $2.69M in Q1 2026.
466 funds tracked by Wall St. Rank held Cipher Digital as of Q2 2026.

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