IREN

Which hedge funds are long 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.

Funds with a position view

Long theses

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…