Back to Situational Awareness LP Situational Awareness LP

IRENIREN
6 quarters

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

Situational Awareness LP holds 9.5M shares of IREN (IREN LTD), worth $433.3M as of 2026-Q2. The position was decreased (-19.0% shares). IREN represents 2.1% of Situational Awareness LP's 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%$38.85
70
2025-Q4
Increased
8.7M
+20.5%
$328.6M6.0%$38.30
73
2025-Q3
Increased
7.2M
+12.8%
$338.9M8.2%$45.93
71
2025-Q2
Increased
6.4M
+90.1%
$93.3M4.4%$14.00
89
2025-Q1
New
3.4M
-
$20.5M2.0%$6.07
77

Other major holders of IREN: BANK OF AMERICA CORP /DE/, BlackRock, Inc., GOLDMAN SACHS GROUP INC, JANE STREET GROUP, LLC, CITIGROUP INC

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