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Value Aligned Research Advisors, LLC

Position in IREN — IREN Ltd

CIK 1963565 PRINCETON, NJ

Position in IREN

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$387,210,863
+$223,777,296 QoQ
Shares Held
8,467,327
+77.6% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#6
of 674 holders
Holding Since
Jun 2025
5 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, 2026
CallValue
$61,461,120
CallShares
1,344,000
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, 2026

Value Aligned Research Advisors, LLC holds $946,485,673 across 4 Capital Markets names. IREN ranks #1 (40.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IREN
IREN Ltd
This page
8,467,327 $387,210,863

All Filings in IREN

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $61,461,120 1,344,000
2026-06-30 $387,210,863 8,467,327
2026-03-31 $163,433,567 4,767,607
2026-03-31 $21,332,444 622,300
2025-12-31 $132,770,879 3,515,247
2025-09-30 $181,775,705 3,873,337
2025-06-30 $47,587,776 3,266,148