Which hedge funds own IREN? IREN LIMITED, Q2 2026 13F holders

Financial ServicesCapital Markets

81 tracked hedge funds disclosed a position in IREN (IREN LIMITED) in their Q2 2026 13F filings, worth $2.7bn in total. The largest holder by portfolio weight is Agave Capital Management Ltd at 8.7% of its book. 28 opened a new position this quarter: Agave Capital Management Ltd, Hound Partners, LLC, Soma Equity Partners LP, Meridiem Capital Partners LP. 13 exited: Arosa Capital Management LP, Portman Square Capital LLP, Thomist Capital Management, LP.

81
Holders: 28
New this quarter: 13
Exited this quarter: $320m
Inflow, new holders: $32.3m
Outflow, exits: $2.7bn
Combined value: 6.5%
Share of managers holding

Holders, Q2 2026

81 rows


Agave Capital Management Ltd Hedge fund	8.7%	$79.8m	1.74m	–	new
Hound Partners, LLC Hedge fund	4.3%	$37.3m	815,000	–	new
Soma Equity Partners LP Hedge fund	4.0%	$57.3m	1.25m	–	new
X-Square Capital, LLC Hedge fund	3.7%	$14.8m	322,645	+4.1%	added
LuminArx Capital Management LP Hedge fund	2.7%	$5.9m	2.00m	0.0%	held
FirstWave Capital Management LLC Hedge fund	2.5%	$5.6m	123,456	+4.1%	added
Value Aligned Research Advisors, LLC Hedge fund	2.3%	$387m	8.47m	+78%	added
Situational Awareness LP Hedge fund	2.1%	$433m	9.47m	–
JW Asset Management, LLC Hedge fund	2.1%	$6.6m	144,650	−12%	reduced
Feynman Point Asset Management LLC Hedge fund	2.0%	$1.1m	24,018	−20%	reduced
CastleKnight Management LP Hedge fund	2.0%	$54.0m	1.18m	+47%	added
Linden Advisors LP Hedge fund	1.9%	$368m	113.75m	+120%	added
Alight Capital Management LP Hedge fund	1.4%	$8.3m	182,500	+83%	added
Wolverine Asset Management LLC Hedge fund	1.3%	$99.6m	18.33m	−0.8%	reduced
Polymer Capital Management (HK) LTD Hedge fund	1.2%	$12.0m	262,800	+4.0%	added
Sculptor Capital LP Hedge fund	1.0%	$95.9m	30.74m	+95%	added
Whitebox Advisors LLC Hedge fund	0.8%	$47.7m	15.21m	+56%	added
Corsair Capital Management, L.P. Hedge fund	0.7%	$5.7m	125,596	−3.5%	reduced
Meridiem Capital Partners LP Hedge fund	0.7%	$15.0m	327,869	–	new
Marcho Partners LLP Hedge fund	0.7%	$1.2m	26,500	–	new
Park West Asset Management LLC Hedge fund	0.7%	$9.8m	214,350	−4.2%	reduced
Voleon Capital Management LP Hedge fund	0.4%	$23.9m	521,581	+41%	added
Tudor Investment Corp ET AL Hedge fund	0.4%	$103m	35.80m	+13%	added
Thames Capital Management LLC Hedge fund	0.4%	$4.6m	99,516	−28%	reduced
O'Connor Alternative Investments LLC Hedge fund	0.4%	$5.1m	111,300	–	new
Caption Management, LLC Hedge fund	0.4%	$10.4m	227,459	–	new
Ratan Capital Management LP Hedge fund	0.4%	$1.1m	24,000	–	new
Discovery Capital Management, LLC Hedge fund	0.3%	$8.3m	181,200	−90%	reduced
Weiss Asset Management LP Hedge fund	0.3%	$29.8m	652,350	+7.7%	added
Mariner Investment Group LLC Hedge fund	0.3%	$1.4m	30,000	–	new
Aequim Alternative Investments LP Hedge fund	0.3%	$19.6m	6.71m	0.0%	held
FORA Capital, LLC Hedge fund	0.3%	$4.4m	95,352	−54%	reduced
Parallax Volatility Advisers, L.P. Hedge fund	0.3%	$7.1m	155,170	+1961%	added
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund	0.2%	$1.5m	33,300	–	new
Two Seas Capital LP Hedge fund	0.2%	$6.4m	140,000	–	new
Gillson Capital LP Hedge fund	0.2%	$4.0m	285,742	−7.5%	reduced
Prelude Capital Management, LLC Hedge fund	0.2%	$2.7m	59,645	–	new
Moore Capital Management, LP Hedge fund	0.2%	$7.9m	172,500	+38%	added
FNY Investment Advisers, LLC Hedge fund	0.2%	$480k	10,500	+1067%	added
Voloridge Investment Management, LLC Hedge fund	0.2%	$38.9m	850,000	−46%	reduced
Point72 Asset Management, L.P. Hedge fund	0.2%	$106m	35.65m	+24%	added
Entropy Technologies, LP Hedge fund	0.1%	$3.4m	74,241	−36%	reduced
Elequin Capital, LP Hedge fund	0.1%	$4.0m	88,185	+17715%	added
Sona Asset Management (US) LLC Hedge fund	0.1%	$3.4m	75,000	0.0%	held
Holocene Advisors, LP Hedge fund	0.1%	$55.5m	1.21m	–	new
Dockside LLC Hedge fund	0.1%	$459k	10,042	−66%	reduced
Squarepoint Ops LLC Hedge fund	0.10%	$50.7m	1.11m	+725%	added
Alkeon Capital Management LLC Hedge fund	0.10%	$25.2m	550,000	+10%	added
HITE Hedge Asset Management LLC Hedge fund	0.10%	$1.8m	38,604	–	new
Millennium Management LLC Hedge fund	0.10%	$141m	30.43m	+1912%	added
Anson Funds Management LP Hedge fund	0.09%	$1.0m	22,000	–	new
Duquesne Family Office LLC Family office	0.09%	$4.0m	87,100	–	new
Two Sigma Investments, LP Hedge fund	0.09%	$119m	2.61m	−8.8%	reduced
Alyeska Investment Group, L.P. Hedge fund	0.06%	$25.2m	550,000	–	new
Trexquant Investment LP Hedge fund	0.05%	$8.8m	191,931	+80%	added
Saba Capital Management, L.P. Hedge fund	0.05%	$1.6m	35,926	−35%	reduced
Engineers Gate Manager LP Hedge fund	0.04%	$3.2m	69,883	−45%	reduced
Marshall Wace, LLP Hedge fund	0.04%	$48.5m	13.71m	−45%	reduced
J. Goldman & Co LP Hedge fund	0.04%	$1.0m	22,000	–	new
Trium Capital LLP Hedge fund	0.03%	$54.9k	1,200	+100%	added
Concentric Capital Strategies, LP Hedge fund	0.03%	$519k	11,347	–	new
Baillie Gifford Long-only investor	0.03%	$34.1m	746,766	−9.9%	reduced
IFM Investors Pty Ltd Hedge fund	0.02%	$3.5m	75,828	+11%	added
Boothbay Fund Management, LLC Hedge fund	0.02%	$902k	19,728	–	new
Capital Fund Management S.A. Hedge fund	0.02%	$2.2m	47,804	+102%	added
Walleye Capital LLC Hedge fund	0.02%	$3.3m	71,936	−60%	reduced
Citadel Advisors LLC Hedge fund	0.01%	$23.7m	518,526	−71%	reduced
CenterBook Partners LP Hedge fund	0.01%	$271k	5,916	–	new
Lighthouse Investment Partners, LLC Hedge fund	0.01%	$366k	8,000	–	new
Schonfeld Strategic Advisors LLC Hedge fund	0.01%	$2.1m	46,369	−71%	reduced
Qube Research & Technologies Ltd Hedge fund	0.01%	$9.9m	215,693	–	new
D. E. Shaw & Co., Inc. Hedge fund	0.01%	$16.2m	354,696	−94%	reduced
SummitTX Capital, L.P. Hedge fund	0.01%	$239k	5,233	–	new
Glazer Capital, LLC Hedge fund	0.01%	$253k	5,528	–	new
Bridgewater Associates, LP Hedge fund	0.0%	$1.2m	26,595	−96%	reduced
Alphadyne Asset Management LP Hedge fund	0.0%	$82.6k	1,806	–	new
Woodline Partners LP Hedge fund	0.0%	$846k	18,492	+44%	added
Quantbot Technologies LP Hedge fund	0.0%	$30.2k	661	−85%	reduced
Quarry LP Hedge fund	0.0%	$2.5k	54	–	new
AQR Capital Management LLC Hedge fund	0.0%	$247k	5,433	–	new
Centiva Capital, LP Hedge fund	0.0%	$320	7	−100%	reduced

Exited since the previous filing

13 rows


Arosa Capital Management LP	1.6%	$2.4m
Portman Square Capital LLP	0.9%	$6.0m
Thomist Capital Management, LP	0.2%	$703k
Twinbeech Capital LP	0.2%	$2.1m
Ionic Capital Management LLC	0.2%	$208k
Stevens Capital Management LP	0.10%	$646k
TENOR CAPITAL MANAGEMENT Co., L.P.	0.07%	$4.6m
ExodusPoint Capital Management, LP	0.06%	$6.4m
Keystone Investors Pte Ltd	0.05%	$605k
Brevan Howard Capital Management LP	0.04%	$3.8m
Verition Fund Management LLC	0.01%	$1.4m
Hudson Bay Capital Management LP	0.01%	$1.4m
Balyasny Asset Management L.P.	0.0%	$2.1m

Who discovered IREN first? Beta

The run: Q4 2022 → Q2 2024, +803%

Weight in book of

8 rows


Discovery Capital Management, LLC high conviction	Bought during the run	Q2 2025	4.7%	–	8.7%	+214%	+214%	+11.9 pts	Held at last filing, Q2 2026
Arosa Capital Management LP	Bought during the run	Q2 2025	3.5%	–	3.5%	+214%	+135%	+7.3 pts	Exited by Q2 2026
CastleKnight Management LP	Bought during the run	Q1 2025	1.3%	–	2.0%	+463%	+651%	+5.4 pts	Held at last filing, Q2 2026
Value Aligned Research Advisors, LLC	Bought during the run	Q2 2025	2.1%	–	4.2%	+214%	+214%	+4.3 pts	Held at last filing, Q2 2026
Proem Advisors LLC	Bought during the run	Q3 2025	4.5%	–	4.5%	−13%	−20%	+2.5 pts	Exited by Q1 2026
X-Square Capital, LLC	Bought during the run	Q2 2025	2.3%	–	3.7%	+214%	+214%	+1.3 pts	Held at last filing, Q2 2026
Quarry LP	Bought during the run	Q3 2023	1.3%	–	2.5%	+127%	×12	+0.6 pts	Held at last filing, Q2 2026
Hel Ved Capital Management Ltd	Bought during the run	Q4 2024	1.2%	–	1.2%	+285%	–	−0.1 pts	Exited by Q1 2025

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own IREN? IREN LIMITED, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered IREN first? Beta