PCMH
IREN icon

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

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
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. 679 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.
  • 679 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.