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 Q2	$12M	Buy	262,800 +10,195	+4%	+$530K	0.61%	22
2026 Q1	$8.66M	Buy	252,605 +238,585	+1,702%	+$10.8M	0.75%	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	0.66%	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

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

Polymer Capital Management (HK)'s IREN Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its Iris Energy (IREN) stake by 4% in Q2 2026, buying an estimated $530K and bringing the position to 262,800 shares worth $12M. The position accounts for 0.61% of the portfolio, ranked #22.

Polymer Capital Management (HK) first reported a position in IREN in Q1 2024 and has held it in 9 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Polymer Capital Management (HK) held 262,800 shares of Iris Energy worth $12M as of Q2 2026.
Polymer Capital Management (HK) bought 10,195 Iris Energy shares in Q2 2026, an estimated $530K.
Iris Energy made up 0.61% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #22 holding.
Polymer Capital Management (HK) first reported a position in Iris Energy in Q1 2024 and has held it in 9 quarters since.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.