Two Seas Capital’s Iris Energy IREN Stock Holding History

Two Seas 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 Q3	–	Sell	-140,000	Closed	-$5.75M	–	53
2026 Q2	$6.4M	Buy	+140,000	New	+$7.28M	0.13%	42
2025 Q3	–	Sell	-971,891	Closed	-$14.2M	–	49
2025 Q2	$14.2M	Buy	971,891 +306,891	+46%	+$2.49M	0.24%	22
2025 Q1	$4.05M	Sell	665,000 -195,000	-23%	-$1.9M	0.13%	24
2024 Q4	$8.45M	Buy	860,000 +585,000	+213%	+$6.24M	0.73%	22
2024 Q3	$2.32M	Buy	+275,000	New	+$2.53M	0.38%	22

Other funds holding IREN

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Two Seas Capital's IREN Position: Q3 2026 in Review

Two Seas Capital sold out of Iris Energy (IREN) in Q3 2026, closing a stake of 140,000 shares — an estimated $5.75M sold.

Two Seas Capital first reported a position in IREN in Q3 2024 and held it in 5 quarters. The position peaked at $14.2M in Q2 2025. 434 funds tracked by Wall St. Rank hold IREN as of Q3 2026.

Two Seas Capital reported no remaining Iris Energy position as of Q3 2026 after selling out during the quarter.
Two Seas Capital sold 140,000 Iris Energy shares in Q3 2026, an estimated $5.75M.
Two Seas Capital first reported a position in Iris Energy in Q3 2024 and held it in 5 quarters.
Two Seas Capital's Iris Energy position peaked at $14.2M in Q2 2025.
434 funds tracked by Wall St. Rank held Iris Energy as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.