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
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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Seas Capital's IREN Position: Q3 2025 in Review

Two Seas Capital sold out of Iris Energy (IREN) in Q3 2025, closing a stake of 971,891 shares — an estimated $14.2M sold.

Two Seas Capital first reported a position in IREN in Q3 2024 and held it in 4 quarters. The position peaked at $14.2M in Q2 2025. 349 funds tracked by Wall St. Rank hold IREN as of Q3 2025.

Two Seas Capital reported no remaining Iris Energy position as of Q3 2025 after selling out during the quarter.
Two Seas Capital sold 971,891 Iris Energy shares in Q3 2025, an estimated $14.2M.
Two Seas Capital first reported a position in Iris Energy in Q3 2024 and held it in 4 quarters.
Two Seas Capital's Iris Energy position peaked at $14.2M in Q2 2025.
349 funds tracked by Wall St. Rank held Iris Energy as of Q3 2025.

Based on Two Seas Capital's 13F filing for Q3 2025, filed 14 Nov 2025.