Leopold Aschenbrenner
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Leopold Aschenbrenner’s Iris Energy IREN Stock Holding History

Leopold Aschenbrenner’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
Q1 		$401M Buy
11,698,835
+2,998,214
+34% +$135M 2.93% 13
2025
Q4 		$329M Buy
8,700,621
+1,480,200
+21% +$76.4M 5.96% 7
2025
Q3 		$339M Buy
7,220,421
+820,037
+13% +$19.9M 8.19% 4
2025
Q2 		$93.3M Buy
6,400,384
+3,034,254
+90% +$24.6M 4.39% 8
2025
Q1 		$20.5M Buy
+3,366,130
New +$32.8M 2.04% 12

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leopold Aschenbrenner's IREN Position: Q1 2026 in Review

Leopold Aschenbrenner increased its Iris Energy (IREN) stake by 34% in Q1 2026, buying an estimated $135M and bringing the position to 11,698,835 shares worth $401M. The position accounts for 2.93% of the portfolio, ranked #13.

Leopold Aschenbrenner first reported a position in IREN in Q1 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Leopold Aschenbrenner held 11,698,835 shares of Iris Energy worth $401M as of Q1 2026.
  • Leopold Aschenbrenner bought 2,998,214 Iris Energy shares in Q1 2026, an estimated $135M.
  • Iris Energy made up 2.93% of Leopold Aschenbrenner's portfolio in Q1 2026, its #13 holding.
  • Leopold Aschenbrenner first reported a position in Iris Energy in Q1 2025 and has held it in 5 quarters since.
  • 501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Situational Awareness's 13F filing for Q1 2026, filed 18 May 2026.