THAMES CAPITAL MANAGEMENT LLC

Position in IREN — IREN Ltd

CIK 1714267 Roseland, NJ

Position in IREN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,550,866

-$192,251 QoQ

Shares Held

99,516

-28.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#173

of 674 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $105,012,456 across 4 Capital Markets names. IREN ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	351,973	$40,633,522
2	RIOT	Riot Platforms, Inc.	1,201,609	$32,900,054
3	WULF	Terawulf Inc.	1,090,203	$26,928,014
4	IREN	IREN Ltd This page	99,516	$4,550,866

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,550,866	99,516	-28.1%	Shares	Sole	2026-08-12
2026-03-31	$4,743,117	138,364	-73.0%	Shares	Sole	2026-05-12
2025-09-30	$24,074,761	512,993	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.