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IREN position history

The shares of Iren Limited (IREN) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, ORDINARY SHARES

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 3,266,148 shares, $48M, 1.0% of portfolio, New
  2. 2025 Q3: 7,495,311 shares, $352M, 4.7% of portfolio, Add +129.5%
  3. 2025 Q4: 3,515,247 shares, $133M, 1.3% of portfolio, Reduce −53.1%
  4. 2026 Q1: 4,767,607 shares, $163M, 0.79% of portfolio, Add +35.6%
  5. 2026 Q2: 8,467,327 shares, $387M, 0.97% of portfolio, Add +77.6%
Holdings date Value % of holdings Shares Filing date All 13F holders