Balefire, LLC

Position in ORCL — Oracle Corp

CIK 1750924 DALLAS, TX

Position in ORCL

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

Position Value

$698,017

-$52,832 QoQ

Shares Held

4,763

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#46

of 88 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Jun 30, 2026

Balefire, LLC holds $9,668,182 across 8 Software - Infrastructure names. ORCL ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,292	$7,196,301
2	ORCL	Oracle Corp This page	4,763	$698,017
3	PLTR	Palantir Technologies Inc.	5,445	$635,268
4	PANW	Palo Alto Networks Inc	1,631	$556,203
5	RBRK	Rubrik, Inc.	4,288	$344,240
6	IOT	Samsara Inc.	6,439	$208,816
7	REKR	Rekor Systems, Inc.	22,500	$15,637
8	VERI	Veritone, Inc.	10,000	$13,700

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,017	4,763	-6.7%	Shares	Sole	2026-07-07
2026-03-31	$750,849	5,104	-68.0%	Shares	Sole	2026-05-07
2025-12-31	$3,107,450	15,943	+16.8%	Shares	Sole	2026-01-12
2025-09-30	$3,839,488	13,652	-16.6%	Shares	Sole	2025-10-08
2025-06-30	$3,578,535	16,368	+14.7%	Shares	Sole	2025-07-09
2025-03-31	$1,994,389	14,265	+21.6%	Shares	Sole	2025-04-23
2024-12-31	$1,954,687	11,730	-5.6%	Shares	Sole	2025-02-03
2024-09-30	$2,116,368	12,420	+5.0%	Shares	Sole	2024-10-15
2024-06-30	$1,669,972	11,827	+581.3%	Shares	Sole	2024-08-01
2024-03-31	$218,058	1,736	+4722.2%	Shares	Sole	2024-05-10
2023-12-31	$3,795	36	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.