We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and IREN Limited (NASDAQ:IREN) ranks 12th on this list.
IREN Limited (NASDAQ:IREN) has consistently featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025
Back then, this position consisted of just 3.3 million shares. In the quarters since, the fund has steadily added to this stake, growing it by 90%, 12%, and 20% in the next three quarters. Filings for the first quarter of 2026 show that the fund owned close to 12 million shares in the firm, up 35% compared to filings for the fourth quarter of 2025.
The firm operates in the vertically integrated data center business in Australia and Canada. It owns and operates computing hardware, as well as electrical infrastructure and data centers. The company also mines Bitcoin.