Alight Capital Management LP CIFR — CIPHER MINING INC

Ownership history in Alight Capital Management LP  ·  6 quarters on record

AI Ownership Summary

Alight Capital Management LP reported CIPHER MINING INC (CIFR) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows CIFR at 1.13% 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 Alight Capital Management LP'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
2025 Q4

CIFR was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Alight Capital Management LP fund profile Alight Capital Management LP full holdings
How Alight Capital Management LP 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.2% -12.8% ✅ 300,000 -20,000 -6.2% 1.13% $4.4M 2026-02-14 (Est.) $16.42
2025 Q3 ADDED — — — 320,000 +120,000 +60.0% 0.87% $4.0M 2025-11-14 $14.36
2025 Q2 ADDED — — — 200,000 +50,000 +33.3% 0.23% $956K 2025-08-14 $5.32
2025 Q1 REDUCED 14.3% +107.8% ❌ 150,000 -25,000 -14.3% 0.16% $345K 2025-05-15 $3.17
2024 Q4 ADDED — — — 175,000 +50,000 +40.0% 0.27% $812K 2025-02-14 $6.06
2024 Q3 INITIATED — — — 125,000 — — 0.17% $484K 2024-11-14 $6.42

🏢 Other funds also holding CIFR

As of 2026 Q1 — sorted by position size

Maridea Wealth Management LLC 1.06% Sippican Capital Advisors 3Y 7Y 0.62% Lauer Wealth, LLC 0.41% Ground Swell Capital, LLC 3Y 7Y 0.29% Yorktown Management & Research Co Inc 3Y 7Y 0.21% SLT Holdings LLC 0.15% Scott Capital Advisors, LLC 3Y 0.13% DKM Wealth Management, Inc. 0.13% Private Advisor Group, LLC 3Y 7Y 0.11% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 0.11%

FAQ About Alight Capital Management LP and CIFR

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

How long has Alight Capital Management LP reported owning CIFR?

Alight Capital Management LP reported CIFR across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported CIFR position in Alight Capital Management LP's portfolio?

The largest reported portfolio weight for CIFR was 1.13% in 2025 Q4.

What is the latest reported CIFR position on this page?

The most recent filing on this page is 2025 Q4, when Alight Capital Management LP reported 300,000 shares, equal to 1.13% of portfolio, with an estimated market value of $4.4M.

What does the chart on this CIFR ownership page compare?

The chart compares Alight Capital Management LP'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 Alight Capital Management LP time their CIFR position?

Based on 13F filing dates vs. subsequent CIFR price moves, Alight Capital Management LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CIFR relative to SPY over the holding period was +87.3%.

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