RMBS β€” RAMBUS INC DEL

Ownership history in Analog Century Management LP  Β·  4 quarters on record

AI Ownership Summary

Analog Century Management LP reported RAMBUS INC DEL (RMBS) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 3.53% in 2025 Q3. The latest visible filing shows RMBS at 3.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Analog Century Management LP's position in RAMBUS INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

RMBS was reported at 3.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.53% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Analog Century Management LP held RMBS β€” position size vs. price
% of Fund (quarterly)    RMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 631,343 -195,759 -23.7% 3.53% $65.8M 2025-11-14 $95.25
2025 Q2 ADDED 827,102 +146,989 +21.6% 3.10% $53.0M 2025-08-14 $76.00
2025 Q1 REDUCED 680,113 -145,175 -17.6% 2.85% $35.2M 2025-05-15 $56.77
2024 Q4 INITIATED 825,288 β€” β€” 2.92% $43.6M 2025-02-14 $62.96

FAQ About Analog Century Management LP and RMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Analog Century Management LP reported owning RMBS?

Analog Century Management LP reported RMBS across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported RMBS position in Analog Century Management LP's portfolio?

The largest reported portfolio weight for RMBS was 3.53% in 2025 Q3.

What is the latest reported RMBS position on this page?

The most recent filing on this page is 2025 Q3, when Analog Century Management LP reported 631,343 shares, equal to 3.53% of portfolio, with an estimated market value of $65.8M.

What does the chart on this RMBS ownership page compare?

The chart compares Analog Century Management LP's quarterly RMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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