Rambus Inc. (RMBS): A Bull Case Theory
We came across a bullish thesis on Rambus Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on RMBS.
Rambus Inc (RMBS)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 954,164 | $87,678,130 | 0.6% | |
| 2. | AQR Capital Management Cliff Asness | 711,126 | $65,345,323 | +30% | 0.03% |
| 3. | Hood River Capital Management David Swank | 708,846 | $65,135,859 | -16% | 0.71% |
| 4. | Fisher Asset Management Ken Fisher | 517,278 | $47,532,711 | +239% | 0.02% |
| 5. | Millennium Management Israel Englander | 262,578 | $24,128,292 | +34% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.63 | 3,000 | $13,887.00 | 3,000 | 2012-05-11 | Filing | |
| $4.49 | 15,000 | $67,374.00 | 71,926 | 2012-05-08 | Filing | |
| $4.90 | 20,000 | $97,900.00 | 20,000 | 2012-04-25 | Filing | |
| $0.00 | 11,612 | $0.00 | 11,612 | 2011-10-03 | Filing | |
| $0.00 | 11,612 | $0.00 | 11,612 | 2011-10-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.55 | 200 | $17,909.00 | 18,467 | 2026-03-10 | Filing | |
| $88.64 | 4,356 | $386,098.85 | 18,667 | 2026-03-10 | Filing | |
| $94.89 | 700 | $66,420.97 | 23,023 | 2026-03-03 | Filing | |
| $94.07 | 1,603 | $150,793.89 | 23,723 | 2026-03-03 | Filing | |
| $92.77 | 2,254 | $209,104.48 | 25,326 | 2026-03-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,275,186 | $1,495,526,797 | 0.03% | |
| 2. | 12,290,929 | $1,129,413,466 | 0.02% | |
| 3. | 4,251,563 | $390,676,124 | 0.01% | |
| 4. | 4,148,653 | $381,219,724 | 0.06% | |
| 5. | 2,842,715 | $261,255,537 | 0.02% |
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Rambus Inc. (RMBS): A Bull Case Theory
We came across a bullish thesis on Rambus Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on RMBS.
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