Situational Awareness LP

Position in IREN — IREN Ltd

CIK 2045724 SAN FRANCISCO, CA

Position in IREN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$433,250,547

+$32,214,484 QoQ

Shares Held

9,474,099

-19.0% QoQ

Ownership

2.40%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

of 674 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Situational Awareness LP holds $1,113,313,131 across 4 Capital Markets names. IREN ranks #2 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIOT	Riot Platforms, Inc.	17,100,000	$468,198,000
2	IREN	IREN Ltd This page	9,474,099	$433,250,547
3	CLSK	Cleanspark, Inc.	12,276,139	$178,617,822
4	HIVE	HIVE Digital Technologies Ltd.	9,133,726	$33,246,762

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,250,547	9,474,099	-19.0%	Shares	Sole	2026-08-14
2026-03-31	$401,036,063	11,698,835	+34.5%	Shares	Sole	2026-05-18
2025-12-31	$328,622,455	8,700,621	+20.5%	Shares	Sole	2026-02-11
2025-09-30	$338,854,357	7,220,421	+12.8%	Shares	Sole	2025-11-14
2025-06-30	$93,253,594	6,400,384	+90.1%	Shares	Sole	2025-08-14
2025-03-31	$20,499,731	3,366,130	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.