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 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

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

Two Seas Capital's CIFR Position: Q2 2026 in Review

Two Seas Capital reduced its Cipher Digital (CIFR) stake by 0.49% in Q2 2026, selling an estimated $211K and leaving 2,040,000 shares worth $50M. The position accounts for 0.99% of the portfolio, ranked #22.

Two Seas Capital first reported a position in CIFR in Q2 2025 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold CIFR as of Q2 2026.

Two Seas Capital held 2,040,000 shares of Cipher Digital worth $50M as of Q2 2026.
Two Seas Capital sold 10,000 Cipher Digital shares in Q2 2026, an estimated $211K.
Cipher Digital made up 0.99% of Two Seas Capital's portfolio in Q2 2026, its #22 holding.
Two Seas Capital first reported a position in Cipher Digital in Q2 2025 and has held it in 5 quarters since.
468 funds tracked by Wall St. Rank held Cipher Digital as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.