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RMBS in the 13F filings

Rambus Inc Del · CUSIP 750917106

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 13 Aug 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 4 listed it in both
Shares listed
6,288,432
combined, among listed positions
Reported value
$403m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing RMBS in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
T. Rowe Price Associates Inc4,693,390$300munder 0.1%Trimmed-4,053,46614 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,348,038$86m0.07%Added+65,87027 Oct 2026 (the filing on sec.gov)
Bridgewater Associates LP226,869$15m0.06%Added+148,79013 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC20,135$1.3munder 0.1%Trimmed-88,98213 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RMBS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$33kn.a.n.a.
Q1 20142$7.1mn.a.n.a.
Q2 20142$19mn.a.n.a.
Q3 20141$14mn.a.n.a.
Q4 20141$242kn.a.n.a.
Q1 20151$5.0mn.a.n.a.
Q2 20153$65mn.a.n.a.
Q3 20154$61mn.a.n.a.
Q4 20152$64mn.a.n.a.
Q1 20163$76mn.a.n.a.
Q2 20161$44mn.a.n.a.
Q3 20163$47mn.a.n.a.
Q4 20161$49mn.a.n.a.
Q1 20171$48mn.a.n.a.
Q2 20173$44mn.a.n.a.
Q3 20173$95mn.a.n.a.
Q4 20173$109mn.a.n.a.
Q1 20185$106mn.a.n.a.
Q2 20183$95mn.a.n.a.
Q3 20181$1.2mn.a.n.a.
Q4 20182$1.2mn.a.n.a.
Q1 20193$2.7mn.a.n.a.
Q2 20194$90mn.a.n.a.
Q3 20193$97mn.a.n.a.
Q4 20196$121mn.a.n.a.
Q1 20202$83mn.a.n.a.
Q2 20203$109mn.a.n.a.
Q3 20203$92mn.a.n.a.
Q4 20206$116mn.a.n.a.
Q1 20214$109mn.a.n.a.
Q2 20216$133mn.a.n.a.
Q3 20213$105mn.a.n.a.
Q4 20214$118mn.a.n.a.
Q1 20226$163mn.a.n.a.
Q2 20222$109mn.a.n.a.
Q3 20224$142mn.a.n.a.
Q4 20226$227mn.a.n.a.
Q1 20239$464mn.a.n.a.
Q2 20239$319mn.a.n.a.
Q3 20234$279mn.a.n.a.
Q4 20235$574m34
Q1 20244$518m40
Q2 20246$558m33
Q3 20248$174m72
Q4 20245$432m23
Q1 20256$555m42
Q2 20254$403m22
Q3 20256$966m52
Q4 20257$1.2bn198
Q1 20268$1.1bn821
Q2 202612$3.2bn1712

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RMBS and NVDA →RMBS and AVGO →RMBS and MU →Choose a stock to compare with RMBS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RMBS, latest filings →Back to the 13F Explorer →