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IREN Limited

IREN Financials
$42.84 +$0.84 (2.00%)
Market Cap: $15.31 B
Gurus Holding
5
Popularity Rank
#2101
% of Shares Held
0.45%
Net Activity (Q2 2026)
+$26 M

Guru Ownership Trend

Guru Analysis for IREN Limited (IREN)

IREN Limited (IREN), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $69.35 M.

Top institutional holders include Jefferies Group and Louis Moore Bacon.

Institutional sentiment is currently Bullish. This is evidenced by a $26 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 549.8%. Conversely, Ray Dalio reduced exposure by 96.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$57.75 M
Total Buy Value
New Buys 2
Additions 2
-$31.75 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for IREN Limited (IREN)

Major holders include Jefferies Group ($60.69 M), Louis Moore Bacon ($7.89 M), Stanley Druckenmiller ($3.98 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.62 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $26 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited IREN. The total reported sell value was $31.75 M.

Yes, 2 managers opened new positions in IREN, and 2 increased their existing holdings. The total reported buy value was $57.75 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.40% Add 549.8% 1,327,205 $60.69 M Q2 2026
0.12% Add 38.0% 172,500 $7.89 M Q2 2026
0.08% New Buy 87,100 $3.98 M Q2 2026
0.00% Reduce -96.3% 26,595 $1.22 M Q2 2026
0.00% New Buy 5,433 $246,550 Q2 2026
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Value
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SEC Form