Situational Awareness LP

Position in IREN — IREN Ltd

CIK 2045724 SAN FRANCISCO, CA

Position in IREN

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

Position Value

$401,036,063

+$72,413,608 QoQ

Shares Held

11,698,835

+34.5% QoQ

Ownership

3.27%

of shares outstanding

% of Portfolio

10.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters 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 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

5 filing rows on record

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