RMBS
Rambus Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +16.7% ·
flujo de acciones +3.9% ·
nuevas posiciones netas +9.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 141 | +6 | 78.40M | $10.37B | +12 | −5 |
| Q1 2026 | 137 | -4 | 75.08M | $6.44B | +5 | −10 |
| Q4 2025 | 140 | 0 | 82.50M | $7.59B | +2 | −1 |
| Q3 2025 | 21 | +3 | 52.09M | $5.43B | +3 | −1 |
| Q2 2025 | 16 | 0 | 44.72M | $2.86B | +1 | −1 |
| Q1 2025 | 13 | -3 | 20.22M | $1.05B | — | −3 |
| Q4 2024 | 16 | +1 | 18.03M | $953.00M | +1 | — |
| Q3 2024 | 14 | +2 | 9.95M | $420.01M | +2 | — |
| Q2 2024 | 12 | — | 12.20M | $716.28M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 15.81M | +5.4% | $1.65B | 0.0% | ▲ Add | 2 | SEC ↗ ×19 |
| 2 | The Vanguard Group ✦ (pasivo) | 12.70M | +1.1% | $1.32B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | T. Rowe Price ✦ | 5.25M | +11.8% | $546.57M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 5.11M | — | $532.85M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 5 | State Street Global Advisors ✦ (pasivo) | 4.39M | -2.6% | $457.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 2.75M | +2.3% | $286.43M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 1.37M | +306.1% | $143.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Goldman Sachs Group ✦ | 1.19M | — | $123.70M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Morgan Stanley ✦ | 1.07M | — | $111.06M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 10 | Wellington Management ✦ | 750.45K | -37.8% | $78.20M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 11 | AQR Capital Management ✦ | 547.60K | -22.0% | $57.06M | 0.0% | ▼ Trim | 6 | SEC ↗ ×6 |
| 12 | Millennium Management ✦ | 197.23K | -52.9% | $20.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 175.11K | -22.8% | $18.25M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 173.35K | Nuevo | $18.06M | 0.0% | New | 1 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 166.67K | Nuevo | $17.37M | 0.0% | New | 1 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 152.88K | Nuevo | $15.93M | 0.0% | New | 1 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 86.10K | +63.9% | $8.97M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Two Sigma Investments ✦ | 77.89K | -40.8% | $8.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 68.70K | -54.9% | $7.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | PRIMECAP Management ✦ | 59.00K | -5.3% | $6.15M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 3.31K | -33.0% | $344,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $18.06M | 0.0% |
| Point72 Asset Management | $17.37M | 0.0% |
| Fisher Asset Management | $15.93M | 0.0% |
Posición cerrada
| Norges Bank | $126.27M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 549 tenedores, 100.74M acciones, $7.93B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 5.00K acc. · $525,000
Director · 5.00K acc. · $504,600
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología