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Mike Alfred’s Iris Energy IREN Stock Holding History

Mike Alfred’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 		$34.3M Hold
750,461
– – 16.25% 3
2026
Q1 		$25.7M Hold
750,461
– – 16.71% 3
2025
Q4 		$28.3M Hold
750,461
– – 14.96% 3
2025
Q3 		$35.2M Buy
+750,461
New +$18.2M 14.74% 3

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

Mike Alfred's IREN Position: Q2 2026 in Review

Mike Alfred held its Iris Energy (IREN) position steady in Q2 2026 at 750,461 shares worth $34.3M. The position accounts for 16.25% of the portfolio, ranked #3.

Mike Alfred first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.2M in Q3 2025. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Mike Alfred held 750,461 shares of Iris Energy worth $34.3M as of Q2 2026.
  • Mike Alfred left its Iris Energy share count unchanged in Q2 2026.
  • Iris Energy made up 16.25% of Mike Alfred's portfolio in Q2 2026, its #3 holding.
  • Mike Alfred first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
  • Mike Alfred's Iris Energy position peaked at $35.2M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Alpine Fox Capital's 13F filing for Q2 2026, filed 14 Aug 2026.