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TwinBeech Capital’s Iris Energy IREN Stock Holding History

TwinBeech Capital’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 		– Sell
-60,272
Closed -$2.07M – 527
2026
Q1 		$2.07M Sell
60,272
-22,983
-28% -$1.04M 0.21% 142
2025
Q4 		$3.14M Buy
+83,255
New +$4.29M 0.22% 128
2025
Q1 		– Sell
-440,276
Closed -$4.32M – 827
2024
Q4 		$4.32M Buy
+440,276
New +$4.69M 0.07% 242

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

TwinBeech Capital's IREN Position: Q2 2026 in Review

TwinBeech Capital sold out of Iris Energy (IREN) in Q2 2026, closing a stake of 60,272 shares — an estimated $2.07M sold.

TwinBeech Capital first reported a position in IREN in Q4 2024 and held it in 3 quarters. The position peaked at $4.32M in Q4 2024. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • TwinBeech Capital reported no remaining Iris Energy position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 60,272 Iris Energy shares in Q2 2026, an estimated $2.07M.
  • TwinBeech Capital first reported a position in Iris Energy in Q4 2024 and held it in 3 quarters.
  • TwinBeech Capital's Iris Energy position peaked at $4.32M in Q4 2024.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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