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John Overdeck’s Iris Energy IREN Stock Holding History

John Overdeck’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 		$1.83M Buy
40,000
+10,000
+33% +$520K ﹤0.01% 3074
2026
Q1 		$1.03M Hold
30,000
– – ﹤0.01% 3250
2025
Q4 		$1.13M Hold
30,000
– – ﹤0.01% 2835
2025
Q3 		$1.41M Buy
+30,000
New +$729K ﹤0.01% 2359

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

John Overdeck's IREN Position: Q2 2026 in Review

John Overdeck reduced its Iris Energy (IREN) stake by 8.8% in Q2 2026, selling an estimated $13.1M and leaving 2,613,062 shares worth $119M. The position accounts for 0.09% of the portfolio, ranked #260.

John Overdeck first reported a position in IREN in Q2 2022 and has held it in 14 quarters since. The position peaked at $241M in Q3 2025. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • John Overdeck held 2,613,062 shares of Iris Energy worth $119M as of Q2 2026.
  • John Overdeck sold 251,820 Iris Energy shares in Q2 2026, an estimated $13.1M.
  • Iris Energy made up 0.09% of John Overdeck's portfolio in Q2 2026, its #260 holding.
  • John Overdeck first reported a position in Iris Energy in Q2 2022 and has held it in 14 quarters since.
  • John Overdeck's Iris Energy position peaked at $241M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.