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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
2025
Q3 		– Sell
-75,000
Closed -$1.09M – 261
2025
Q2 		$1.09M Buy
+75,000
New +$609K 0.17% 88

Other funds holding IREN

DE
Defiance ETFs New York $6.98B AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Polymer Capital Management (HK)'s IREN Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its Iris Energy (IREN) stake by 1,702% in Q1 2026, buying an estimated $10.8M and bringing the position to 252,605 shares worth $8.66M. The position accounts for 0.75% of the portfolio, ranked #24.

Polymer Capital Management (HK) first reported a position in IREN in Q1 2024 and has held it in 8 quarters since. 502 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

  • Polymer Capital Management (HK) held 252,605 shares of Iris Energy worth $8.66M as of Q1 2026.
  • Polymer Capital Management (HK) bought 238,585 Iris Energy shares in Q1 2026, an estimated $10.8M.
  • Iris Energy made up 0.75% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #24 holding.
  • Polymer Capital Management (HK) first reported a position in Iris Energy in Q1 2024 and has held it in 8 quarters since.
  • 502 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.