Position in IREN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,152,396
+$200,269 QoQ
Shares Held
25,200
-9.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#288
of 672 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Jun 30, 2026CallValue
$2,332,230
CallShares
51,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $2,145,576 across 8 Capital Markets names. IREN ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
This page
|
25,200 | $1,152,396 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
6,383 | $399,767 | |
| 3 | MS |
Morgan Stanley
|
1,590 | $332,373 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,077 | $93,742 | |
| 5 | PURR |
Hyperliquid Strategies Inc
|
10,000 | $78,700 | |
| 6 | BGC |
BGC Group, Inc.
|
3,300 | $35,277 | |
| 7 | SCHW |
Schwab Charles Corp
|
379 | $34,970 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
183 | $18,351 |
All Filings in IREN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332,230 | 51,000 | Call | Sole | 2026-08-03 | |
| 2026-06-30 | $1,152,396 | 25,200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,199,800 | 35,000 | Call | Sole | 2026-04-30 | |
| 2026-03-31 | $952,127 | 27,775 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $434,355 | 11,500 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $107,634 | 17,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,482 | 3,817 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $633,000 | 75,000 | Call | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||