Question 1

How many shares of IREN does Value Aligned Research Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Value Aligned Research Advisors, LLC holds 4.8M shares of IREN (IREN LTD).

Question 2

What is Value Aligned Research Advisors, LLC's IREN position worth?

Accepted Answer

As of 2026-Q1, Value Aligned Research Advisors, LLC's IREN position is worth $163.4M.

Question 3

Is Value Aligned Research Advisors, LLC buying or selling IREN?

Accepted Answer

In 2026-Q1, Value Aligned Research Advisors, LLC increased their IREN position (+35.6% change in shares).

Question 4

When did Value Aligned Research Advisors, LLC first buy IREN?

Accepted Answer

Based on available 13F filings, Value Aligned Research Advisors, LLC first reported a position in IREN in 2025-Q2. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	4.8M	+35.6%	$163.4M	0.8%	$38.85	56
2025-Q4	Decreased	3.5M	-9.2%	$132.8M	1.3%	$38.30	0
2025-Q3	Increased	3.9M	+18.6%	$181.8M	2.2%	$45.93	62
2025-Q2	New	3.3M	—	$47.6M	1.0%	$14.00	68