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Dmitry Balyasny’s Iris Energy IREN Stock Holding History

Dmitry Balyasny’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 		$20.9M Sell
456,600
-104,800
-19% -$5.45M 0.03% 698
2026
Q1 		$19.2M Sell
561,400
-800,000
-59% -$36.1M 0.03% 706
2025
Q4 		$51.4M Sell
1,361,400
-54,000
-4% -$2.79M 0.07% 349
2025
Q3 		$66.4M Sell
1,415,400
-2,309,600
-62% -$56.1M 0.08% 279
2025
Q2 		$54.3M Buy
3,725,000
+2,375,000
+176% +$19.3M 0.08% 304
2025
Q1 		$8.22M Buy
+1,350,000
New +$13.1M 0.01% 1026

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dmitry Balyasny's IREN Position: Q2 2026 in Review

Dmitry Balyasny sold out of Iris Energy (IREN) in Q2 2026, closing a stake of 59,963 shares — an estimated $3.12M sold.

Dmitry Balyasny first reported a position in IREN in Q1 2024 and held it in 9 quarters. The position peaked at $18.6M in Q4 2025. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Dmitry Balyasny reported no remaining Iris Energy position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 59,963 Iris Energy shares in Q2 2026, an estimated $3.12M.
  • Dmitry Balyasny first reported a position in Iris Energy in Q1 2024 and held it in 9 quarters.
  • Dmitry Balyasny's Iris Energy position peaked at $18.6M in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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