Position in CIFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$49,980,000
+$23,596,500 QoQ
Shares Held
2,040,000
-0.5% QoQ
Ownership
0.492%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#36
of 466 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIFR Over Time
Shares Held
Position Value (USD)
Derivatives in CIFR
reported options exposure · as of Jun 30, 2026CallValue
$35,441,700
CallShares
1,446,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Two Seas Capital LP holds $159,509,128 across 2 Information Technology Services names. CIFR ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHAZ |
SharonAI Holdings Inc.
|
1,293,753 | $109,529,128 | |
| 2 | CIFR |
Cipher Digital Inc.
This page
|
2,040,000 | $49,980,000 |
All Filings in CIFR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,980,000 | 2,040,000 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $35,441,700 | 1,446,600 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $26,383,500 | 2,050,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,512,958 | 305,756 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,816,580 | 462,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,195,000 | 250,000 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||