Balefire, LLC

Position in MU — Micron Technology Inc

CIK 1750924 DALLAS, TX

Position in MU

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

Position Value

$7,757,983

+$5,199,521 QoQ

Shares Held

6,721

-11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

#1,242

of 3,878 holders

Holding Since

Jun 2023

13 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. MU ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	65,016	$13,009,051
2	MU	Micron Technology Inc This page	6,721	$7,757,983
3	AVGO	Broadcom Inc.	13,041	$4,926,237
4	AMD	Advanced Micro Devices Inc	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,757,983	6,721	-11.3%	Shares	Sole	2026-07-07
2026-03-31	$2,558,462	7,573	-37.2%	Shares	Sole	2026-05-07
2025-12-31	$3,440,332	12,054	-15.4%	Shares	Sole	2026-01-12
2025-09-30	$2,384,310	14,250	+51.5%	Shares	Sole	2025-10-08
2025-06-30	$1,159,412	9,407	-37.9%	Shares	Sole	2025-07-09
2025-03-31	$1,316,731	15,154	+9.2%	Shares	Sole	2025-04-23
2024-12-31	$1,168,140	13,880	-15.1%	Shares	Sole	2025-02-03
2024-09-30	$1,694,725	16,341	+5534.8%	Shares	Sole	2024-10-15
2024-06-30	$38,143	290	0.0%	Shares	Sole	2024-08-01
2024-03-31	$34,188	290	0.0%	Shares	Sole	2024-05-10
2023-12-31	$24,748	290	-40.6%	Shares	Sole	2024-02-07
2023-09-30	$33,198	488	+68.3%	Shares	Sole	2023-12-06
2023-06-30	$18,301	290	—	Shares	Sole	2023-08-21
No filing history on record for this holder in this stock.