Alpine Fox Capital LLC CIFR — Cipher Mining Inc.

Ownership history in Alpine Fox Capital LLC  ·  7 quarters on record

AI Ownership Summary

Alpine Fox Capital LLC reported Cipher Mining Inc. (CIFR) in 7 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 39.11% in 2026 Q2. The latest visible filing shows CIFR at 39.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpine Fox Capital LLC's position in Cipher Mining Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CIFR was reported at 39.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CIFR stock page Alpine Fox Capital LLC fund profile Alpine Fox Capital LLC full holdings
How Alpine Fox Capital LLC held CIFR — position size vs. price
% of Fund (quarterly)    CIFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,372,000 +3,332,000 +8330.0% 39.11% $82.6M 2026-08-14 $17.85
2026 Q2 REDUCED — — — 40,000 -3,722,000 -98.9% 0.46% $980K 2026-08-14 $17.85
2026 Q1 ADDED — — — 3,762,000 +3,662,000 +3662.0% 31.44% $48.4M 2026-05-14 $22.29
2026 Q1 REDUCED 97.5% +92.9% ❌ 100,000 -3,822,000 -97.5% 0.84% $1.3M 2026-05-14 $22.29
2025 Q4 REDUCED 21.6% -12.8% ✅ 3,922,000 -1,079,000 -21.6% 30.56% $57.9M 2026-02-13 $16.42
2025 Q3 ADDED — — — 5,001,000 +4,736,000 +1787.2% 26.36% $63.0M 2025-11-14 $14.36
2025 Q3 INITIATED — — — 265,000 — — 1.40% $3.3M 2025-11-14 $14.36

🏢 Other funds also holding CIFR

As of 2026 Q2 — sorted by position size

V3 Holding Ltd 100.0% Engle Capital Management, L.P. 3Y 7Y 5.19% LuminArx Capital Management LP 5.0% Bitwise Funds Trust 4.69% Rivermont Capital Management LP 3Y 4.32% Galaxy Digital Capital Management GP LLC 4.22% Avala Global LP 3Y 3.99% 140 Summer Partners LP 3Y 3.55% Arosa Capital Management LP 3Y 7Y 2.4% Galaxy Digital Capital Management GP LLC 2.38%

FAQ About Alpine Fox Capital LLC and CIFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alpine Fox Capital LLC reported owning CIFR?

Alpine Fox Capital LLC reported CIFR across 7 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CIFR position in Alpine Fox Capital LLC's portfolio?

The largest reported portfolio weight for CIFR was 39.11% in 2026 Q2.

What is the latest reported CIFR position on this page?

The most recent filing on this page is 2026 Q2, when Alpine Fox Capital LLC reported 3,372,000 shares, equal to 39.11% of portfolio, with an estimated market value of $82.6M.

What does the chart on this CIFR ownership page compare?

The chart compares Alpine Fox Capital LLC's quarterly CIFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Alpine Fox Capital LLC time their CIFR position?

Based on 13F filing dates vs. subsequent CIFR price moves, Alpine Fox Capital LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on CIFR relative to SPY over the holding period was +10772.7%.

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