Position in IREN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$73,311,858
+$22,319,640 QoQ
Shares Held
2,138,619
+58.4% QoQ
Ownership
0.598%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Sep 30, 2025CallValue
$469,300
CallShares
10,000
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,179,836,743 across 49 Capital Markets names. IREN ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
|
1,875,501 | $138,637,031 |
All Filings in IREN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,311,858 | 2,138,619 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $50,992,218 | 1,350,072 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,992,005 | 276,838 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $469,300 | 10,000 | Call | Defined | 2026-02-03 | |
| 2025-06-30 | $7,539,274 | 517,452 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,607,381 | 1,084,956 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,833,747 | 186,736 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,075,981 | 127,486 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,155,340 | 279,481 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,081 | 6,867 | Shares | Defined | 2024-05-15 | |
| 2023-03-31 | $18 | 6 | Shares | Defined | 2023-05-12 | |
| 2022-03-31 | $3,760 | 240 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||