Two Seas Capital’s Cipher Digital CIFR Stock Holding History

Two Seas 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 Q3	$68.9M	Buy	4,354,745 +2,314,745	+113%	+$43M	0.79%	16
2026 Q2	$50M	Sell	2,040,000 -10,000	-0.5%	-$211K	0.99%	22
2026 Q1	$26.4M	Buy	2,050,000 +1,744,244	+570%	+$27.6M	0.37%	27
2025 Q4	$4.51M	Sell	305,756 -156,244	-34%	-$2.76M	0.09%	34
2025 Q3	$5.82M	Buy	462,000 +212,000	+85%	+$1.6M	0.09%	36
2025 Q2	$1.2M	Buy	+250,000	New	+$809K	0.02%	37

Other funds holding CIFR

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Two Seas Capital's CIFR Position: Q3 2026 in Review

Two Seas Capital increased its Cipher Digital (CIFR) stake by 113% in Q3 2026, buying an estimated $43M and bringing the position to 4,354,745 shares worth $68.9M. The position accounts for 0.79% of the portfolio, ranked #16.

Two Seas Capital first reported a position in CIFR in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold CIFR as of Q3 2026.

Two Seas Capital held 4,354,745 shares of Cipher Digital worth $68.9M as of Q3 2026.
Two Seas Capital bought 2,314,745 Cipher Digital shares in Q3 2026, an estimated $43M.
Cipher Digital made up 0.79% of Two Seas Capital's portfolio in Q3 2026, its #16 holding.
Two Seas Capital first reported a position in Cipher Digital in Q2 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held Cipher Digital as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.