Follow-The-Filings

Security · featured owners

RMBS Rambus Inc. Del

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 3.5%
  • $62M
  • 1 new 2 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 3.5% (Spencer Waxman - Shannon ...) · not free-float ownership

  1. Spencer Waxman reduce 3.5%
  2. Stanley Druckenmiller new 0.44%
  3. Lee Ainslie reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Spencer Waxman - Shannon River Fund Management 2026 Q2 3.5% Reduce −12.6% 291,713 $39M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.44% New 0.44% 173,000 $23M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −66.9% 4,309 $572K history
Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00 pp 3,111 $268K history

3 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $461.12M $556.62M $707.63M
Gross profit $357.7M $446.52M $563.22M
Gross margin * 77.6% 80.2% 79.6%
Net income $333.9M $179.82M $230.46M
Net margin * 72.4% 32.3% 32.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $630.64M $690.26M $988.82M
Total non-current assets * $627.58M $652.88M $540.73M
Total assets $1.26B $1.34B $1.53B
Total current liabilities $89.12M $81.81M $120.57M
Total non-current liabilities * $131M $140.63M $44.55M
Total equity $1.04B $1.12B $1.36B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $195.79M $230.6M $360.02M
Cash from investing -$57.4M -$56.72M -$223.11M
Cash from financing -$169.62M -$167.99M -$54.41M
Net change in cash -$30.93M $5.01M $83.05M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders