Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Rambus Inc. (RMBS)
← All RMBS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $61.16–109.15 · VW $83.79i SEC
2025   Q2 20,135 <0.01 Reduce 81.55% 0.02 $40.12–64.90 · VW $53.00i $1,289,043 SEC
2025   Q1 109,117 0.02 Add 9.93% <0.01 $50.01–69.15 · VW $57.85i $5,649,518 SEC
2024   Q4 99,259 0.01 Add 76.77% <0.01 $39.56–60.84 · VW $51.35i $5,246,822 SEC
2024   Q3 56,150 0.01 Buy 0.01 $37.42–67.74 · VW $46.43i $2,370,645 SEC
Price snapshot:
Current price$103.11
52-week low$61.16
52-week high$174.10