Polymer Capital Management (HK)’s Iris Energy IREN Stock Holding History

Polymer Capital Management (HK)’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	$8.66M	Buy	252,605 +238,585	+1,702%	+$10.8M	1.21%	24
2025 Q4	$530K	Sell	14,020 -104,336	-88%	-$5.38M	0.08%	104
2025 Q3	$5.55M	Sell	118,356 -179,644	-60%	-$4.36M	0.77%	40
2025 Q2	$4.34M	Buy	+298,000	New	+$2.42M	0.68%	46
2025 Q1	–	Sell	-297,328	Closed	-$2.92M	–	165
2024 Q4	$2.92M	Buy	297,328 +177,328	+148%	+$1.89M	0.51%	56
2024 Q3	$1.01M	Sell	120,000 -207,400	-63%	-$1.91M	0.23%	82
2024 Q2	$3.7M	Sell	327,400 -322,600	-50%	-$2.42M	0.75%	32
2024 Q1	$3.51M	Buy	+650,000	New	+$3.53M	0.88%	28

Other funds holding IREN

Defiance ETFs New York $6.95B AUM

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return