Position in RMBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,924,717
+$931,880 QoQ
Shares Held
44,634
-23.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#139
of 615 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RMBS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DEEPWATER ASSET MANAGEMENT, LLC holds $30,162,628 across 6 Semiconductors names. RMBS ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRDO |
Credo Technology Group Holding Ltd
|
44,316 | $12,051,736 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
23,492 | $6,998,031 | |
| 3 | RMBS |
Rambus Inc
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|
44,634 | $5,924,717 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,025 | $1,922,219 | |
| 5 | MU |
Micron Technology Inc
|
1,629 | $1,880,338 | |
| 6 | AVGO |
Broadcom Inc.
|
3,668 | $1,385,587 |
All Filings in RMBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,924,717 | 44,634 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,992,837 | 58,036 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||