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	$6.73M	Sell	147,200 -255,900	-63%	-$13.3M	0.01%	1239
2026 Q1	$13.8M	Buy	403,100 +305,900	+315%	+$13.8M	0.02%	864
2025 Q4	$3.67M	Sell	97,200 -452,800	-82%	-$23.4M	﹤0.01%	1552
2025 Q3	$25.8M	Buy	+550,000	New	+$13.4M	0.03%	603

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

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.