Balefire, LLC

Position in AMD — Advanced Micro Devices Inc

CIK 1750924 DALLAS, TX

Position in AMD

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,589,696

+$1,698,673 QoQ

Shares Held

4,458

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#1,788

of 3,969 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balefire, LLC holds $35,208,006 across 13 Semiconductors names. AMD ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	65,016	$13,009,051
2	MU	Micron Technology Inc	6,721	$7,757,983
3	AVGO	Broadcom Inc.	13,041	$4,926,237
4	AMD	Advanced Micro Devices Inc This page	4,458	$2,589,696
5	QCOM	Qualcomm Inc/De	13,452	$2,485,795
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	3,312	$1,581,711
7	INTC	Intel Corp	7,477	$1,044,013
8	MRVL	Marvell Technology, Inc.	1,244	$370,575

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,589,696	4,458	+1.8%	Shares	Sole	2026-07-07
2026-03-31	$891,023	4,380	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$936,093	4,371	-5.7%	Shares	Sole	2026-01-12
2025-09-30	$749,573	4,633	+2.5%	Shares	Sole	2025-10-08
2025-06-30	$641,671	4,522	+35.3%	Shares	Sole	2025-07-09
2025-03-31	$343,459	3,343	+56.7%	Shares	Sole	2025-04-23
2024-12-31	$257,765	2,134	-30.3%	Shares	Sole	2025-02-03
2024-09-30	$502,577	3,063	+1.8%	Shares	Sole	2024-10-15
2024-06-30	$488,252	3,010	-3.6%	Shares	Sole	2024-08-01
2024-03-31	$563,670	3,123	-4.9%	Shares	Sole	2024-05-10
2023-12-31	$484,241	3,285	-22.4%	Shares	Sole	2024-02-07
2023-09-30	$435,031	4,231	-0.0%	Shares	Sole	2023-12-06
2023-06-30	$482,067	4,232	-1.9%	Shares	Sole	2023-08-21
2023-03-31	$422,913	4,315	-6.5%	Shares	Sole	2023-05-15
2022-12-31	$299,043	4,617	-27.3%	Shares	Sole	2023-02-14
2022-09-30	$402,209	6,348	+4.4%	Shares	Sole	2022-11-17
2022-06-30	$464,861	6,079	+136.1%	Shares	Sole	2022-08-12
2022-03-31	$281,550	2,575	-33.5%	Shares	Sole	2022-05-16
2021-12-31	$557,612	3,875	0.0%	Shares	Sole	2022-02-07
2021-09-30	$398,737	3,875	-0.5%	Shares	Sole	2021-11-08
2021-06-30	$365,763	3,894	+29.8%	Shares	Sole	2021-08-10
2021-03-31	$235,421	2,999	+21.7%	Shares	Sole	2021-05-14
2020-12-31	$225,973	2,464	-4.1%	Shares	Sole	2021-02-08
2020-09-30	$210,632	2,569	-78.7%	Shares	Sole	2020-11-12
2020-03-31	$549,807	12,089	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.