DISCOVERY CAPITAL MANAGEMENT, LLC / CT IREN holdings history
IREN LTD · CUSIP Q4982L109 · CIK 1389507
As of 2026-06-30, DISCOVERY CAPITAL MANAGEMENT, LLC / CT reported 181.20K IREN (shares), valued at $8.29M, or 0.34% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 90.12%; reported value decreased 86.82%, and weight changed -2.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.34% | 181,200 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 3.27% | 1,834,285 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 5.28% | 2,583,458 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 8.66% | 3,365,700 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 4.75% | 4,150,300 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.95% | 2,674,200 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.79% | 1,175,600 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 0.79% | 1,175,600 | $11.54M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.95% | 2,674,200 | $16.29M | Shares increased 127.48%; reported value increased 41.07%, and weight changed +1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.75% | 4,150,300 | $60.47M | Shares increased 55.20%; reported value increased 271.30%, and weight changed +2.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 8.66% | 3,365,700 | $157.95M | Shares decreased 18.90%; reported value increased 161.21%, and weight changed +3.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.28% | 2,583,458 | $97.58M | Shares decreased 23.24%; reported value decreased 38.22%, and weight changed -3.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 3.27% | 1,834,285 | $62.88M | Shares decreased 29.00%; reported value decreased 35.56%, and weight changed -2.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.34% | 181,200 | $8.29M | Shares decreased 90.12%; reported value decreased 86.82%, and weight changed -2.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.