Value Aligned Research Advisors, LLC

Position in CIFR — Cipher Digital Inc.

CIK 1963565 PRINCETON, NJ

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Position in CIFR

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$141,590,669

+$31,665,643 QoQ

Shares Held

11,001,606

+47.7% QoQ

Ownership

2.69%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 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 Mar 31, 2026

CallValue

$5,785,065

CallShares

449,500

PutValue

PutShares

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 Mar 31, 2026

Value Aligned Research Advisors, LLC holds $321,127,092 across 4 Information Technology Services names. CIFR ranks #2 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp.	6,668,311	$158,305,703
2	CIFR	Cipher Digital Inc. This page	11,001,606	$141,590,669
3	KEEL	Keel Infrastructure Corp.	7,815,121	$15,239,485
4	TSSI	TSS, Inc.	460,510	$5,991,235

All Filings in CIFR

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,785,065	449,500	-95.9%	Call	Sole	2026-05-18
2026-03-31	$141,590,669	11,001,606	+47.7%	Shares	Sole	2026-05-18
2025-12-31	$109,925,026	7,447,495	+45.9%	Shares	Sole	2026-02-17
2025-09-30	$64,266,120	5,104,537	—	Shares	Sole	2025-12-03
No filing history on record for this holder in this stock.