Hood River Capital Management’s Iris Energy IREN Stock Holding History

Hood River 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	$6.38M	Buy	139,562 +25,497	+22%	+$1.33M	0.05%	148
2026 Q1	$3.91M	Buy	114,065 +55,431	+95%	+$2.5M	0.04%	146
2025 Q4	$2.21M	Buy	58,634 +30,134	+106%	+$1.55M	0.02%	153
2025 Q3	$1.34M	Sell	28,500 -5,066,072	-99%	-$123M	0.02%	147
2025 Q2	$74.2M	Buy	+5,094,572	New	+$41.4M	1.04%	32
2024 Q3	–	Sell	-1,206,171	Closed	-$13.6M	–	158
2024 Q2	$13.6M	Buy	+1,206,171	New	+$9.04M	0.28%	93

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

Hood River Capital Management's IREN Position: Q2 2026 in Review

Hood River Capital Management increased its Iris Energy (IREN) stake by 22% in Q2 2026, buying an estimated $1.33M and bringing the position to 139,562 shares worth $6.38M. The position accounts for 0.05% of the portfolio, ranked #148.

Hood River Capital Management first reported a position in IREN in Q2 2024 and has held it in 6 quarters since. The position peaked at $74.2M in Q2 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Hood River Capital Management held 139,562 shares of Iris Energy worth $6.38M as of Q2 2026.
Hood River Capital Management bought 25,497 Iris Energy shares in Q2 2026, an estimated $1.33M.
Iris Energy made up 0.05% of Hood River Capital Management's portfolio in Q2 2026, its #148 holding.
Hood River Capital Management first reported a position in Iris Energy in Q2 2024 and has held it in 6 quarters since.
Hood River Capital Management's Iris Energy position peaked at $74.2M in Q2 2025.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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