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Arosa Capital Management LP

Position in IREN — IREN Ltd

CIK 1596053 MIAMI BEACH, FL

Position in IREN

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,398,743
-$1,035,003 QoQ
Shares Held
69,975
-23.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in IREN Over Time

Shares Held

Position Value (USD)

Derivatives in IREN

reported options exposure · as of Mar 31, 2026
CallValue
$32,737,400
CallShares
955,000
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 Mar 31, 2026

Arosa Capital Management LP holds $4,187,943 across 3 Capital Markets names. IREN ranks #1 (57.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IREN
IREN Ltd
This page
69,975 $2,398,743

All Filings in IREN

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $32,737,400 955,000
2026-03-31 $2,398,743 69,975
2025-12-31 $32,104,500 850,000
2025-12-31 $3,433,746 90,912
2025-09-30 $19,475,950 415,000
2025-09-30 $422,370 9,000
2025-06-30 $4,735,250 325,000
2025-06-30 $16,027,000 1,100,000