Discovery Capital Management’s Rambus RMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
+9,965
New +$1.3M 0.05% 101
2023
Q3
Sell
-64,474
Closed -$4.14M 65
2023
Q2
$4.14M Buy
+64,474
New +$3.55M 0.44% 52
2023
Q1
Sell
-34,850
Closed -$1.25M 70
2022
Q4
$1.25M Buy
+34,850
New +$1.18M 0.18% 45

Other funds holding RMBS

Discovery Capital Management's RMBS Position: Q2 2026 in Review

Discovery Capital Management opened a new position in Rambus (RMBS) in Q2 2026: 9,965 shares worth $1.32M. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in RMBS as recently as Q2 2023.

Discovery Capital Management first reported a position in RMBS in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.14M in Q2 2023. 618 funds tracked by Wall St. Rank hold RMBS as of Q2 2026.

  • Discovery Capital Management held 9,965 shares of Rambus worth $1.32M as of Q2 2026.
  • Rambus was a new Discovery Capital Management position in Q2 2026.
  • Rambus made up 0.05% of Discovery Capital Management's portfolio in Q2 2026, its #101 holding.
  • Discovery Capital Management first reported a position in Rambus in Q4 2022 and has held it in 3 quarters since.
  • Discovery Capital Management's Rambus position peaked at $4.14M in Q2 2023.
  • 618 funds tracked by Wall St. Rank held Rambus as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.