Polen Capital Management
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Polen Capital Management’s Rambus RMBS Stock Holding History

Polen Capital Management’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.29M Sell
20,135
-88,982
-82% -$5.7M ﹤0.01% 123
2025
Q1 		$5.65M Buy
109,117
+9,858
+10% +$510K 0.02% 53
2024
Q4 		$5.25M Buy
99,259
+43,109
+77% +$2.28M 0.01% 67
2024
Q3 		$2.37M Buy
+56,150
New +$2.37M 0.01% 81