Skip to main content
Equibles

Value Aligned Research Advisors, LLC

Position in CIFR — Cipher Digital Inc.

CIK 1963565 PRINCETON, NJ
Back to CIFR Full portfolio

Position in CIFR

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$272,572,128
+$130,981,459 QoQ
Shares Held
11,125,393
+1.1% QoQ
Ownership
2.68%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#8
of 467 holders
Holding Since
Sep 2025
4 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, 2026
CallValue
$12,725,300
CallShares
519,400
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, 2026

Value Aligned Research Advisors, LLC holds $512,241,498 across 4 Information Technology Services names. CIFR ranks #1 (53.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CIFR
Cipher Digital Inc.
This page 		11,125,393 $272,572,128
2 APLD
Applied Digital Corp.
 5,546,030 $206,866,919
3 KEEL
Keel Infrastructure Corp.
 5,154,360 $29,586,026
4 TSSI
TSS, Inc.
 261,498 $3,216,425

All Filings in CIFR

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,725,300 519,400
2026-06-30 $272,572,128 11,125,393
2026-03-31 $5,785,065 449,500
2026-03-31 $141,590,669 11,001,606
2025-12-31 $109,925,026 7,447,495
2025-09-30 $64,266,120 5,104,537