Discovery Capital Management’s Iris Energy IREN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.5M	Buy	4,150,300 +1,476,100	+55%	+$21.5M	4.73%	4
2025 Q1	$16.3M	Buy	2,674,200 +1,498,600	+127%	+$9.13M	1.95%	18
2024 Q4	$11.5M	Buy	+1,175,600	New	+$11.5M	0.78%	38