Position in NVDA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$13,009,051
+$1,197,637 QoQ
Shares Held
65,016
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.90%
of 13F equity value
Holder Rank
#2,227
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Balefire, LLC holds $35,208,006 across 13 Semiconductors names. NVDA ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
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
|
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 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,009,051 | 65,016 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $11,811,414 | 67,726 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,213,512 | 65,488 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,692,035 | 62,665 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $8,383,423 | 53,063 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,982,617 | 27,520 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,738,307 | 20,391 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,042,557 | 25,054 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,353,122 | 27,142 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,752,002 | 1,939 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,022,134 | 2,064 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,056,590 | 2,429 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $1,036,822 | 2,451 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $1,451,903 | 5,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $817,653 | 5,595 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $766,213 | 6,312 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $3,034,983 | 20,021 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,992,519 | 18,297 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,017,490 | 20,460 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,347,161 | 6,503 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,484,185 | 1,855 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $433,552 | 812 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $490,345 | 939 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $508,205 | 939 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $366,615 | 965 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $749,414 | 2,843 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||