IREN in the 13F filings
Iris Energy LTD · CUSIP Q4982L109
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 14 Nov 2024
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 4 listed it in both
- Shares listed
- 8,140,155
- combined, among listed positions
- Reported value
- $69m
- combined, at the quarter end
Among the 94 comparable managers: 3 buyers (opened or added shares) and 2 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 Q3 2024
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Marshall Wace LLP | 4,264,214 | $36m | under 0.1% | Added | +452,434 | 14 Nov 2024 (the filing on sec.gov) |
| D1 Capital Partners LP | 1,534,000 | $13m | 0.25% | Held | 0 | 14 Nov 2024 (the filing on sec.gov) |
| Steadfast Capital Management LP | 1,149,700 | $9.7m | 0.22% | Trimmed | -1,019,000 | 14 Nov 2024 (the filing on sec.gov) |
| Lone Pine Capital LLC | 711,839 | $6.0m | under 0.1% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 480,402 | $4.1m | under 0.1% | Added | +280,401 | 14 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Lone Pine Capital LLCnew position · 711,839 shares now+711,839
- Marshall Wace LLPexisting position · 4,264,214 shares now+452,434
- Brevan Howard Capital Management LPexisting position · 480,402 shares now+280,401
Reductions
- Steadfast Capital Management LPexisting position · 1,149,700 shares now-1,019,000
New positions and exits
New (1)
Exited (1)
- Moore Capital Management LPwas $62m
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 →