2 tracked superinvestors hold IREN LIMITED (IREN), worth $437M combined, led by Leopold Aschenbrenner. Smart money is holding IREN as of the latest 13F filings.
Current price
$44.68
+71.0%
1Y
IREN Limited, established in 2018 and based in Sydney, Australia, operates a comprehensive, vertically integrated data center business spanning Australia and Canada. The company possesses and manages all essential infrastructure, including its computing hardware, electrical systems, and the data center facilities themselves. A primary undertaking for IREN Limited is the mining of Bitcoin, a…
Market cap
$15.1B
P/E
31.71
Div yield
0.0%
Revenue YoY
41.1%
Analyst target
$84
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$437M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding IREN steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
IREN LIMITED (IREN) is held by 2 tracked funds worth $437M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Leopold Aschenbrenner at 2.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 0 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.1% | $433M | |
| New buy | 0.1% | $4M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own IREN?
2 tracked funds hold IREN LIMITED (IREN), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 2.1% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling IREN?
In the most recent 13F quarter, 1 tracked fund added or opened IREN and 1 trimmed it, including 1 brand-new position.
How much IREN do tracked funds hold?
Combined disclosed long exposure to IREN across tracked superinvestors is $437M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.