Position in IREN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$126,325,705
+$6,583,968 QoQ
Shares Held
3,685,114
+16.2% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 85.07384032081504.ToString("F0")%
Shared 0.ToString("F0")%
None 14.92615967918496.ToString("F0")%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Mar 31, 2026CallValue
$78,054,188
CallShares
2,276,960
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, 2026UBS Group AG holds $6,223,044,406 across 81 Capital Markets names. IREN ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,955,939 | $135,546,572 |
All Filings in IREN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,054,188 | 2,276,960 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $126,325,705 | 3,685,114 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $119,741,737 | 3,170,287 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $86,869,489 | 2,299,960 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $129,876,521 | 2,767,452 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,370,452 | 2,015,817 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,271,584 | 2,343,446 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,309,407 | 1,864,502 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,533,911 | 418,710 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,298,994 | 469,353 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,251,484 | 787,312 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $116,444 | 16,286 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $35,237 | 9,498 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $114,859 | 24,648 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $48,828 | 15,957 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,872 | 12,698 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $60,821 | 14,727 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,766 | 4,408 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $69,073 | 4,408 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $113 | 7 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||