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Value Aligned Research Advisors, LLC: IREN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on IREN, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 8,467,327 IREN shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,467,327 shares
    Change vs previous 13F +3,699,720 shares

    2.31% of the 13F portfolio, value $387,210,864.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,767,607 shares
    Change vs previous 13F +1,252,360 shares

    1.94% of the 13F portfolio, value $163,433,568.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,515,247 shares
    Change vs previous 13F -358,090 shares

    2.72% of the 13F portfolio, value $132,770,879.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 3,873,337 shares
    Change vs previous 13F +607,189 shares

    4.19% of the 13F portfolio, value $181,775,705.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,266,148 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $47,587,776.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).