Position in RMBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,306,527
-$877,655 QoQ
Shares Held
84,930
-4.6% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RMBS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $171,999,890 across 12 Semiconductors names. RMBS ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
155,094 | $48,003,143 | |
| 2 | ADI |
Analog Devices Inc
|
150,259 | $47,803,397 | |
| 3 | NVDA |
Nvidia Corp
|
228,679 | $39,881,617 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
105,910 | $9,824,211 | |
| 5 | SITM |
SITIME Corp
|
25,137 | $8,681,062 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,543 | $8,115,104 | |
| 7 | RMBS |
Rambus Inc
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|
84,930 | $7,306,527 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
18,660 | $2,095,331 |
All Filings in RMBS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,306,527 | 84,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,184,182 | 89,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,792,552 | 151,560 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,207,928 | 284,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,824,872 | 286,305 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $9,342,740 | 176,745 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||