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RMBS · Technology · Semiconductors · Market cap $10.30B

2 funds in our archive have pitched Rambus — most recently Ave Maria Growth Fund in March 2025.

Company profile

Rambus Inc. provides semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, China, and internationally. The company offers DDR memory interface chips, including DDR5, DDR4 and DDR3 memory interface chips to module manufacturers and OEMs; silicon IP comprising, interface and security IP solutions that move and protect data in advanced applications; and physical interface and digital controller IP to offer industry-leading, integrated memory and interconnect subsystems. It also provides a portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

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Summarize with Warren AI
2
Reported positions
0
Bought
1
Sold
4
Letters

Position history

Between Q4 2024 and Q2 2026, 2 fund letters reported a position in Rambus1 trimmed or exited.

Fund letters reporting a position in Rambus, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262010
Q1 20250001
Q4 20240001

Fund activity · 2 positions · 1 move

  • HoldsAve Maria Funds
    June 2026
    Technology was the standout performer, gaining 26%, driven by strong results from Texas Instruments, Inc. (semiconductor devices) and Rambus, Inc. (semiconductor devices), each of which advanced 54% during the quarter.
    Read the letterRambus
  • TrimmedBaron SMID Cap ETF
    June 2026

    Listed in Baron SMID Cap ETF’s reported holdings.

    Read the letterRambus

Fund coverage · 2 theses

  • Ave Maria Growth Fund
    March 2025

    Rambus is a semiconductor company leveraging its extensive patent portfolio to earn high profit margins and rapidly gaining market share by selling innovative chips that improve memory performance.

    Read the full thesis
  • Polen Global SMID Company Growth
    December 2024

    Rambus is well-positioned to deliver high-teens compound growth in earnings and free cash flow through its innovative memory solutions and strong free cash flow generation.

    Read the full thesis

Read every full thesis on Rambus

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