Caption Management’s Iris Energy IREN Stock Holding History

Caption Management’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 Q1	–	Sell	-277,860	Closed	-$12.5M	–	1985
2025 Q4	$10.5M	Sell	277,860 -160,049	-37%	-$8.26M	0.46%	323
2025 Q3	$20.6M	Buy	437,909 +383,809	+709%	+$9.32M	1.2%	140
2025 Q2	$788K	Buy	54,100 +21,500	+66%	+$175K	0.07%	1000
2025 Q1	$199K	Buy	+32,600	New	+$317K	0.01%	1274
2024 Q4	–	Sell	-36,000	Closed	-$384K	–	1810
2024 Q3	$304K	Sell	36,000 -289,000	-89%	-$2.66M	0.03%	1012
2024 Q2	$3.67M	Sell	325,000 -290,000	-47%	-$2.17M	0.39%	343
2024 Q1	$3.32M	Buy	+615,000	New	+$3.34M	0.37%	405
2023 Q4	–	Sell	-76,483	Closed	-$329K	–	1668
2023 Q3	$284K	Buy	+76,483	New	+$407K	0.04%	1046

Other funds holding IREN

Defiance ETFs New York $6.95B AUM

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return