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.
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. | Hood River Capital Management David Swank | 955,600 | $61,177,512 | +2% | 0.85% |
| 2. | AQR Capital Management Cliff Asness | 701,746 | $44,925,747 | +193% | 0.04% |
| 3. | Park West Asset Management Peter S. Park | 660,000 | $42,253,200 | +13% | 3.2% |
| 4. | Millennium Management Israel Englander | 418,512 | $26,793,138 | +78% | 0.01% |
| 5. | Osterweis Capital Management John Osterweis | 284,410 | $18,207,928 | -1% | 0.87% |
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 |
|---|---|---|---|---|---|---|
| $91.70 | 9,074 | $832,098.50 | 64,430 | 2025-09-15 | Filing | |
| $85.63 | 7,500 | $642,225.75 | 30,824 | 2025-09-11 | Filing | |
| $71.72 | 3,000 | $215,160.00 | 29,914 | 2025-09-02 | Filing | |
| $78.72 | 2,261 | $177,994.96 | 6,796 | 2025-08-29 | Filing | |
| $77.75 | 1,075 | $83,581.25 | 62,296 | 2025-08-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,000,080 | $960,305,122 | 0.02% | |
| 2. | 12,560,825 | $804,144,015 | 0.01% | |
| 3. | 4,508,997 | $288,665,988 | 0.01% | |
| 4. | 3,180,376 | $203,607,689 | 0.01% | |
| 5. | 2,787,327 | $178,444,675 | 1.35% |
News See All
Rambus Inc. (NASDAQ:RMBS) Q2 2025 Earnings Call Transcript
Operator: Welcome to the Rambus Second Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
What Makes Rambus (RMBS) an Investment Bet?
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Rambus Inc. (NASDAQ:RMBS) Q1 2025 Earnings Call Transcript
Operator: Welcome to the Rambus First Quarter Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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Rambus Inc. (NASDAQ:RMBS) Q4 2024 Earnings Call Transcript
Operator: Welcome to the Rambus Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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