BIT Capital’s Iris Energy IREN Stock Holding History

BIT Capital’s Portfolio IREN Stock Details IREN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.9M	Buy	784,200 +598,200	+322%	+$31.1M	1.06%	23
2026 Q1	$6.38M	Buy	186,000 +48,500	+35%	+$2.19M	0.31%	41
2025 Q4	$5.19M	Sell	137,500 -17,500	-11%	-$903K	0.19%	59
2025 Q3	$7.27M	Buy	155,000 +55,000	+55%	+$1.34M	0.25%	53
2025 Q2	$1.46M	Sell	100,000 -400,000	-80%	-$3.25M	0.08%	52
2025 Q1	$3.04M	Sell	500,000 -1,230,000	-71%	-$12M	0.26%	41
2024 Q4	$17M	Buy	1,730,000 +1,110,000	+179%	+$11.8M	1.35%	20
2024 Q3	$5.23M	Buy	+620,000	New	+$5.7M	0.49%	38

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BIT Capital's IREN Position: Q2 2026 in Review

BIT Capital increased its Iris Energy (IREN) stake by 7.7% in Q2 2026, buying an estimated $26.3M and bringing the position to 7,032,519 shares worth $322M. The position accounts for 9.53% of the portfolio, ranked #2.

BIT Capital first reported a position in IREN in Q2 2022 and has held it in 17 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

BIT Capital held 7,032,519 shares of Iris Energy worth $322M as of Q2 2026.
BIT Capital bought 505,417 Iris Energy shares in Q2 2026, an estimated $26.3M.
Iris Energy made up 9.53% of BIT Capital's portfolio in Q2 2026, its #2 holding.
BIT Capital first reported a position in Iris Energy in Q2 2022 and has held it in 17 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on BIT Capital's 13F filing for Q2 2026, filed 12 Aug 2026.