Corsair Capital Management’s Iris Energy IREN Stock Holding History

Corsair Capital 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 Q2	$5.74M	Sell	125,596 -4,519	-3%	-$235K	0.72%	18
2026 Q1	$4.46M	Sell	130,115 -12,500	-9%	-$564K	0.66%	15
2025 Q4	$5.39M	Sell	142,615 -4,989	-3%	-$257K	0.84%	19
2025 Q3	$6.93M	Buy	147,604 +20,000	+16%	+$486K	1.14%	18
2025 Q2	$1.86M	Buy	127,604 +15,000	+13%	+$122K	0.35%	27
2025 Q1	$686K	Sell	112,604 -40,000	-26%	-$390K	0.17%	50
2024 Q4	$1.5M	Buy	152,604 +60,000	+65%	+$640K	0.32%	29
2024 Q3	$782K	Buy	+92,604	New	+$851K	0.19%	41

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

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Corsair Capital Management's IREN Position: Q2 2026 in Review

Corsair Capital Management reduced its Iris Energy (IREN) stake by 3.5% in Q2 2026, selling an estimated $235K and leaving 125,596 shares worth $5.74M. The position accounts for 0.72% of the portfolio, ranked #18.

Corsair Capital Management first reported a position in IREN in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.93M in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Corsair Capital Management held 125,596 shares of Iris Energy worth $5.74M as of Q2 2026.
Corsair Capital Management sold 4,519 Iris Energy shares in Q2 2026, an estimated $235K.
Iris Energy made up 0.72% of Corsair Capital Management's portfolio in Q2 2026, its #18 holding.
Corsair Capital Management first reported a position in Iris Energy in Q3 2024 and has held it in 8 quarters since.
Corsair Capital Management's Iris Energy position peaked at $6.93M in Q3 2025.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Corsair Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.