THAMES CAPITAL MANAGEMENT LLC

Position in IREN — IREN Ltd

CIK 1714267 Roseland, NJ

Position in IREN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,743,117

-$19,331,644 QoQ

Shares Held

138,364

-73.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

THAMES CAPITAL MANAGEMENT LLC holds $36,036,760 across 3 Capital Markets names. IREN ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	425,337	$19,952,558
2	WULF	Terawulf Inc.	785,938	$11,341,085
3	IREN	IREN Ltd This page	138,364	$4,743,117

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.