The firm allocated 2.0% of its reportable equity assets to IREN, valued at $3.1 million as of July 6, 2026.
TTRF Capital Ltd disclosed a new 66,817-share position in IREN Limited (NASDAQ:IREN) in a July 6, 2026 SEC filing. The stake, valued at $3.1 million, represents 2.0% of the firm’s reportable equity assets.
The firm’s total 13F assets stood at $151.7 million, with top holdings including Nebius Group ($89.2 million) and Palantir Technologies ($20.0 million). TTRF Capital outperformed the S&P 500 by 141.0 percentage points over the past year.
IREN operates vertically integrated data centers for Bitcoin mining and high-performance computing, with infrastructure in Australia and Canada.