Back to Situational Awareness LP Situational Awareness LP

IRENIREN

6 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in IREN Limited

Yes. Situational Awareness holds 9,474,099 shares of IREN, worth $433.3M, as of its Q2 2026 13F filing. It reduced the position by 2,224,736 shares (-19.0%) from Q1 2026. Situational Awareness has held IREN since Q1 2025, across 6 quarterly 13F filings. IREN is 2.1% of Situational Awareness' reported 13F portfolio.

Current Value

$433.3M

Current Shares

9.5M

Total Value Change

+$412.8M

Total Shares Change

+6.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9.5M
-19.0%
$433.3M2.1%$45.73
0
2026-Q1
Increased
11.7M
+34.5%
$401M2.9%$34.28
70
2025-Q4
Increased
8.7M
+20.5%
$328.6M6.0%$37.77
73
2025-Q3
Increased
7.2M
+12.8%
$338.9M8.2%$46.93
71
2025-Q2
Increased
6.4M
+90.1%
$93.3M4.4%$14.57
89
2025-Q1
New
3.4M
—
$20.5M2.0%$6.09
77

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