Position in IREN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$97,666,336
+$50,747,267 QoQ
Shares Held
2,135,717
+56.0% QoQ
Ownership
0.542%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#24
of 674 holders
Holding Since
Jun 2024
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, 2026CallValue
$1,120,385
CallShares
24,500
PutValue
$53,376,056
PutShares
1,167,200
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, 2026BANK OF MONTREAL /CAN/ holds $3,251,329,107 across 36 Capital Markets names. IREN ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,125,821 | $1,280,541,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
973,106 | $984,170,210 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,538,664 | $234,242,521 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,300,687 | $174,461,144 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
1,017,024 | $115,422,049 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,051,239 | $105,418,243 | |
| 7 | IREN |
IREN Ltd
This page
|
2,135,717 | $97,666,336 | |
| 8 | WULF |
Terawulf Inc.
|
2,849,139 | $70,373,732 |
All Filings in IREN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,385 | 24,500 | Call | Defined | 2026-08-12 | |
| 2026-06-30 | $97,666,336 | 2,135,717 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $53,376,056 | 1,167,200 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $46,919,069 | 1,368,701 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $19,639,012 | 572,900 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $43,606,558 | 1,154,529 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $24,954,639 | 660,700 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $906,480 | 24,000 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $6,177,770 | 131,638 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,464,216 | 31,200 | Put | Defined | 2025-11-13 | |
| 2024-06-30 | $9,968,505 | 882,950 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||