Situational Awareness Partners LP

Position in IREN — IREN Ltd

CIK 2038540 SAN FRANCISCO, CA

Position in IREN

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$401,036,063

New position

Shares Held

11,698,835

first reported quarter

Ownership

3.27%

of shares outstanding

% of Portfolio

10.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Financial Services · as of Mar 31, 2026

Situational Awareness Partners LP holds $654,116,357 across 4 Capital Markets names. IREN ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IREN	IREN Ltd This page	11,698,835	$401,036,063
2	RIOT	Riot Platforms, Inc.	11,502,137	$142,166,413
3	CLSK	Cleanspark, Inc.	12,276,139	$104,469,942
4	HIVE	HIVE Digital Technologies Ltd.	3,391,547	$6,443,939

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,036,063	11,698,835	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.