What smart money is saying about Rambus
2 funds in our archive have pitched Rambus — most recently Ave Maria Growth Fund in March 2025.
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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Position history
Between Q4 2024 and Q3 2026, 3 fund letters reported a position in Rambus — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- July 2026
“Itron (ITRI)- The quarter demonstrated improving profitability despite relatively subdued revenue, as a higher mix of software revenue and continued operational efficiencies drove margin expansion. Management raised full-year earnings guidance, highlighting the company's ability to improve profitability ahead of the next wave of grid infrastructure investment. Rambus (RMBS)- Reported a solid quarter, with revenue and earnings exceeding street expectations.”
Rambus - HoldsAve Maria FundsJune 2026
“In the second quarter, the Fund’s strongest performing sectors were Technology, Consumer Staples, and Materials. 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.”
Rambus - TrimmedBaron SMID Cap ETFJune 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Rambus
Also mentioned · 1
These funds discuss Rambus — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“New to the sector this quarter was Rambus Inc., a manufacturer of high-performance memory subsystems used in Dynamic Random-Access Memory modules.”
Rambus
Fund coverage · 2 theses
- Ave Maria Growth FundMarch 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 GrowthDecember 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.
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