This Bitcoin Infrastructure Stock Is Up 182% and Now Commands 11% of One Portfolio

2 hours ago 3

Jonathan Ponciano, The Motley Fool

Sat, December 20, 2025 astatine 1:45 PM CST 5 min read

New York City-based Aurelius Capital Management acquired 500,000 shares successful Cipher Mining during the 3rd quarter.
The transaction represents 11.4% of 13F reportable assets nether management.
The caller presumption was valued astatine $6.3 cardinal arsenic of September 30, making it the fund's third-largest holding.
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On November 13, New York City-based Aurelius Capital Management disclosed a caller presumption successful Cipher Mining Inc. (NASDAQ:CIFR), acquiring 500,000 shares valued astatine astir $6.3 million.

Aurelius Capital Management initiated a caller presumption successful Cipher Mining Inc. (NASDAQ:CIFR), purchasing 500,000 shares during the 3rd quarter, according to a filing with the Securities and Exchange Commission dated November 13. The stake, valued astatine $6.3 cardinal astatine quarter-end, comprised 11.4% of the fund’s $55.2 cardinal successful reportable U.S. equity assets.

The caller presumption present reresents 11.4% of full 13F assets nether management.

Top holdings aft the filing:

NASDAQ:BITF: $19 cardinal (34.4% of AUM)
NASDAQ:CORZ: $8.4 cardinal (15.3% of AUM)
NASDAQ:CIFR: $6.3 cardinal (11.4% of AUM)
NASDAQ:WULF: $5.1 cardinal (9.3% of AUM)
NASDAQ:RIOT: $4.5 cardinal (8.2% of AUM)

As of Friday, shares of Cipher Mining were priced astatine $16.21, up 182% implicit the past twelvemonth and importantly outperforming the S&P 500's 16.5% summation successful the aforesaid period.

Metric

Value

Price (as of Friday)	$16.21
Market Capitalization	$6.4 billion
Revenue (TTM)	$206.5 million
Net Income (TTM)	($70.5 million)

Cipher Mining operates bitcoin mining facilities and provides exertion services focused connected cryptocurrency mining, with gross chiefly generated from mining and selling bitcoin.

Cipher Mining Inc. is simply a U.S.-based exertion institution specializing successful bitcoin mining, leveraging precocious infrastructure and vigor absorption to standard operations efficiently. The institution pursues maturation done expanding its mining capableness and optimizing operational ratio to support competitiveness successful the evolving integer plus sector. Cipher Mining's strategical absorption connected cost-effective, high-volume bitcoin accumulation positions it to capitalize connected expanding organization and marketplace request for integer assets.

This portfolio has truly leaned hard into a assemblage thesis, with the immense bulk of its reported assets concentrated successful publically traded bitcoin miners and infrastructure operators. Within that context, this presumption sits betwixt the fund’s largest holding and different mining names, reinforcing a high-conviction presumption that standard and powerfulness entree volition specify the adjacent signifier of the cycle.

That thesis aligns with Cipher Mining’s astir caller quarter. The institution reported third-quarter gross of $72 cardinal and adjusted net of $41 million, a crisp opposition to the losses that defined anterior crypto downturns. More importantly, Cipher is nary longer positioning itself arsenic a axenic bitcoin terms lever. Management disclosed astir $8.5 cardinal successful semipermanent AI hosting lease payments, including a 15-year statement with Amazon Web Services to present 300 megawatts of capableness opening successful 2026, and bulk ownership successful a planned 1-gigawatt West Texas site. Ultimately, this surely looks similar a stake that crypto and AI infrastructure tin warrant durable superior allocation adjacent aft a steep run.