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IREN position history

The shares of Iren Limited (IREN) that Situational Awareness LP reported in each quarter’s 13F.

Equity, ORDINARY SHARES

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 3,366,130 shares, $20M, 2.0% of portfolio, New
  2. 2025 Q2: 6,400,384 shares, $93M, 4.4% of portfolio, Add +90.1%
  3. 2025 Q3: 7,220,421 shares, $339M, 8.2% of portfolio, Add +12.8%
  4. 2025 Q4: 8,700,621 shares, $329M, 6.0% of portfolio, Add +20.5%
  5. 2026 Q1: 11,698,835 shares, $401M, 2.9% of portfolio, Add +34.5%
  6. 2026 Q2: 9,474,099 shares, $433M, 2.1% of portfolio, Reduce −19.0%
Holdings date Value % of holdings Shares Filing date All 13F holders