Position in RMBS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$14,196,498
-$1,642,213 QoQ
Shares Held
165,018
-4.3% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 85.40765249851532.ToString("F0")%
Shared 0.ToString("F0")%
None 14.592347501484687.ToString("F0")%
Common Shares in RMBS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $4,012,937,013 across 7 Semiconductors names. RMBS ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,327,592 | $3,152,259,716 | |
| 2 | NVDA |
Nvidia Corp
|
4,669,094 | $814,289,993 | |
| 3 | SMTC |
Semtech Corp
|
186,844 | $14,366,435 | |
| 4 | RMBS |
Rambus Inc
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|
165,018 | $14,196,498 | |
| 5 | POWI |
Power Integrations Inc
|
156,928 | $8,034,713 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
63,705 | $5,979,988 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
21,710 | $3,809,670 |
All Filings in RMBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,196,498 | 165,018 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,838,711 | 172,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $31,143,296 | 298,880 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,690,002 | 416,901 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,124,555 | 388,655 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $20,431,817 | 386,527 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,878,454 | 352,403 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $21,368,426 | 363,656 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $22,174,152 | 358,747 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,541,207 | 227,710 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,195,865 | 164,830 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||