Vault-13

IREN LIMITED IREN 3.25 06.15.30

NOTE 3.250% 6/1 · US DOMESTIC · CUSIP 46270CAB5

15 institutional holders -2 vs Q1 2026
36,235,68536.2m shares reported held*
$585.8mreported value*
1 new 6 added 4 reduced 3 sold out net sold ≈ $6.5m (+4.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $16.17.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 25: 21Q1 26: 17Q2 26: 1515Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202521
Q1 202617
Q2 202615

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 26: 7 bought or addedQ1 26: 10 cut or sold outQ1 26Q2 26: 7 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2026710
Q2 202677

Biggest buyers

Sculptor Capital LP Added +4,237,000+4.2m
TUDOR INVESTMENT CORP ET AL Added +4,000,000+4.0m
Altshuler Shaham Ltd New +3,000,000+3.0m
Point72 Asset Management, L.P. Added +2,640,000+2.6m
Linden Advisors LP Added +280,000+280.0k
LAZARD ASSET MANAGEMENT LLC Added +78,000+78.0k
SG Americas Securities, LLC Added +10,590+10.6k

Biggest sellers

MARSHALL WACE, LLP Reduced -11,500,000-11.5m
LuminArx Capital Management LP Sold out -2,000,000-2.0m
CITIGROUP INC Reduced -530,000-530.0k
JPMORGAN CHASE & CO Reduced -387,000-387.0k
Jefferies Financial Group Inc. Sold out -110,000-110.0k
NOMURA HOLDINGS INC Reduced -1,011-1.0k
Investors Portfolio Services LLC Sold out -9-9

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Linden Advisors LP 0.78% of their portfolio New York, NY 52,057,00052.1m $150.0m $150.0m 0.78% Added +280.0k +280,000
2 TUDOR INVESTMENT CORP ET AL 0.43% of their portfolio STAMFORD, CT 35,803,00035.8m $103.5m $103.5m 0.43% Added +4.0m +4,000,000
3 Point72 Asset Management, L.P. 0.14% of their portfolio STAMFORD, CT 31,465,00031.5m $91.4m $91.4m 0.14% Added +2.6m +2,640,000
4 Sculptor Capital LP 0.60% of their portfolio New York, NY 19,987,00020.0m $57.7m $57.7m 0.60% Added +4.2m +4,237,000
5 WOLVERINE ASSET MANAGEMENT LLC 0.66% of their portfolio CHICAGO, IL 17,252,00017.3m $50.3m $50.3m 0.66% Unchanged
6 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 13,500,00013.5m $39.0m $39.0m 0.03% Reduced -11.5m -11,500,000
7 WHITEBOX ADVISORS LLC 0.46% of their portfolio MINNEAPOLIS, MN 9,764,0009.8m $28.5m $28.5m 0.46% Unchanged
8 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 7,271,0007.3m $212.7k $212.7k 0.00% Added +78.0k +78,000
9 Aequim Alternative Investments LP 0.31% of their portfolio MILL VALLEY, CA 6,713,0006.7m $19.6m $19.6m 0.31% Unchanged
10 Altshuler Shaham Ltd 0.04% of their portfolio Tel Aviv, L3 3,000,0003.0m $3.3m $3.3m 0.04% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,074,0001.1m $3.2m $3.2m 0.00% Reduced -387.0k -387,000
12 NOMURA HOLDINGS INC 0.08% of their portfolio TOKYO, M0 432,685432.7k $19.8m $19.8m 0.08% Reduced -1.0k -1,011
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 200,000200.0k $584.0k $584.0k 0.00% Unchanged
14 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 69,00069.0k $201.5k $201.5k 0.00% Reduced -530.0k -530,000
15 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 64,02064.0k $18.4m $18.4m 0.01% Added +10.6k +10,590