LongIRENJun 2026
IREN Limited
Alger's position in IREN is tied to the company's transition from Bitcoin-mining infrastructure toward AI cloud services and high-performance computing. Its access to large-scale…
IREN
1 published idea on IREN Limited across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on IREN Limited: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Alger's position in IREN is tied to the company's transition from Bitcoin-mining infrastructure toward AI cloud services and high-performance computing. Its access to large-scale…