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Disclosery

Situational Awareness LP: IREN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Situational Awareness LP on IREN, newest first. How the timeline and the estimate are built.

Situational Awareness LP held 9,474,099 IREN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,474,099 shares
    Change vs previous 13F -13,923,571 shares

    2.15% of the 13F portfolio, value $433,250,547.

    13F-HR 0000935836-26-000418 filed by Situational Awareness LP
    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 23,397,670 shares
    Change vs previous 13F +14,697,049 shares

    10.4% of the 13F portfolio, value $802,072,128.

    13F-HR 0002038540-26-000004 filed by Situational Awareness Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    • Situational Awareness Partners LP: 11,698,835 shares
    • Situational Awareness LP: 11,698,835 shares

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

  3. period ended2025-12-31
    13F 8,700,621 shares
    Change vs previous 13F +1,480,200 shares

    8.4% of the 13F portfolio, value $328,622,455.

    13F-HR 0002045724-26-000002 filed by Situational Awareness LP
    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 7,220,421 shares
    Change vs previous 13F +820,037 shares

    15.11% of the 13F portfolio, value $338,854,358.

    13F-HR 0002045724-25-000008 filed by Situational Awareness LP
    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 6,400,384 shares
    Change vs previous 13F +3,034,254 shares

    8.48% of the 13F portfolio, value $93,253,595.

    13F-HR 0002045724-25-000006 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,366,130 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $20,499,732.

    13F-HR 0002045724-25-000002 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

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