← Top Holdings
RMBSRAMBUS INC DEL
CUSIP: 750917106
1
Guru Owners
$14.2M
Total Value Held
154,296
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Bridgewater Associates | 154296 | $14.2M | 0.05% | $91.89 | Q4 2025 |
📊 Fundamentals
Market Cap$14.3B
P/E Ratio62.9x
Above market avg
Forward P/E37.8x
P/FCF57.2x
EPS (TTM)$2.11
Revenue (TTM)$707.6M
Profit Margin32.57%
Beta1.63
52-Week Range
$43.78
$135.75
Current: $132.64
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 62.9x trailing earnings → 37.8x forward · 32.6% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '251 owners · $14.2M
Q3 '251 owners · $18.2M
SOLDPolen Capital
Q2 '252 owners · $15.8M
Q1 '252 owners · $9.7M
Q4 '241 owners · $378K
Q3 '241 owners · $2.6M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
16%analyst est. 16.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
35.4%current: 35.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data