Rambus's (RMBS) Margin Problem: When Record Revenue Isn't the Whole Story
Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement.
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. | AQR Capital Management Cliff Asness | 1,211,009 | $152,478,080 | -4% | 0.05% |
| 2. | Point State Capital Zach Schreiber | 764,172 | $101,436,191 | +9% | 1.3% |
| 3. | D E Shaw D. E. Shaw | 739,701 | $98,187,911 | +5677% | 0.05% |
| 4. | Fisher Asset Management Ken Fisher | 705,847 | $93,694,133 | -5% | 0.03% |
| 5. | Millennium Management Israel Englander | 472,818 | $62,761,861 | +235% | 0.02% |
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 |
|---|---|---|---|---|---|---|
| $100.92 | 5,000 | $504,600.00 | 13,747 | 2026-08-07 | Filing | |
| $170.15 | 5,000 | $850,750.00 | 18,223 | 2026-06-03 | Filing | |
| $158.00 | 5,000 | $790,000.00 | 49,519 | 2026-06-02 | Filing | |
| $163.00 | 5,000 | $815,000.00 | 54,519 | 2026-06-02 | Filing | |
| $146.00 | 5,000 | $730,000.00 | 19,218 | 2026-06-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,964,477 | $1,853,644,563 | 0.03% | |
| 2. | 10,460,026 | $1,388,463,915 | 0.06% | |
| 3. | 6,632,458 | $880,392,476 | 0.07% | |
| 4. | 6,068,516 | $805,534,814 | 0.04% | |
| 5. | 4,874,385 | $647,025,865 | 0.01% |
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