IREN in the 13F filings
Iris Energy LTD · CUSIP Q4982L109
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 3 listed it in both
- Shares listed
- 12,327,802
- combined, among listed positions
- Reported value
- $121m
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IREN in Q4 2024
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Arrowstreet Capital LP | 5,684,836 | $56m | under 0.1% | Added | n.a. | 12 Feb 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 2,851,918 | $28m | under 0.1% | Trimmed | -1,412,296 | 13 Feb 2025 (the filing on sec.gov) |
| Discovery Capital Management LLC | 1,175,600 | $12m | 0.78% | New | new | 12 Feb 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 955,216 | $9.4m | under 0.1% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| Lone Pine Capital LLC | 711,839 | $7.0m | 0.05% | Held | 0 | 14 Feb 2025 (the filing on sec.gov) |
| Steadfast Capital Management LP | 619,700 | $6.1m | 0.12% | Trimmed | -530,000 | 14 Feb 2025 (the filing on sec.gov) |
| Soros Fund Management LLC | 232,018 | $2.3m | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Davidson Kempner Capital Management LP | 96,675 | $949k | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Discovery Capital Management LLCnew position · 1,175,600 shares now+1,175,600
- Soros Fund Management LLCnew position · 232,018 shares now+232,018
- Davidson Kempner Capital Management LPnew position · 96,675 shares now+96,675
Reductions
- Marshall Wace LLPexisting position · 2,851,918 shares now-1,412,296
- Steadfast Capital Management LPexisting position · 619,700 shares now-530,000
New positions and exits
New (3)
Exited (2)
- D1 Capital Partners LPwas $13m
- Brevan Howard Capital Management LPwas $4.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 3 | $5.5m | n.a. | n.a. |
| Q1 2024 | 1 | $580k | 1 | 0 |
| Q2 2024 | 7 | $200m | 7 | 0 |
| Q3 2024 | 5 | $69m | 3 | 2 |
| Q4 2024 | 8 | $121m | 5 | 4 |
| Q1 2025 | 2 | $19m | 1 | 5 |
| Q2 2025 | 4 | $206m | 4 | 1 |
| Q3 2025 | 11 | $1.8bn | 9 | 2 |
| Q4 2025 | 10 | $1.0bn | 13 | 15 |
| Q1 2026 | 11 | $576m | 20 | 12 |
| Q2 2026 | 8 | $339m | 13 | 21 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IREN and V →IREN and AXP →IREN and BAC →Choose a stock to compare with IREN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IREN, latest filings →Back to the 13F Explorer →