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MPWR in the 13F filings

Monolithic PWR Sys Inc · CUSIP 609839105

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 Aug 2025
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 11 listed it in both
Shares listed
8,758,124
combined, among listed positions
Reported value
$6.4bn
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MPWR in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

ActionFiling
Fidelity (FMR LLC)3,392,704$2.5bn0.14%Trimmed-106,00514 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc2,088,804$1.5bn0.17%Added+54,07314 Aug 2025 (the filing on sec.gov)
Invesco Ltd1,166,059$853m0.15%Trimmed-83,27613 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP703,151$514m0.09%Trimmed-58,75514 Aug 2025 (the filing on sec.gov)
MFS Investment Management485,388$355m0.11%Added+27,8378 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP314,136$230m0.07%Trimmed-13,28214 Aug 2025 (the filing on sec.gov)
Artisan Partners LP207,647$152m0.22%Trimmed-134,20712 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd127,429$93munder 0.1%Added+21,81614 Aug 2025 (the filing on sec.gov)
Rokos Capital Management LLP121,436$89m0.39%Trimmed-7,92114 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC110,389$81m0.06%Added+7,66327 Oct 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP20,000$15m0.21%Newnew14 Aug 2025 (the filing on sec.gov)
Moore Capital Management LP20,000$15m0.18%Newnew14 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP981$717kunder 0.1%Trimmed-55,98014 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
23 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MPWR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$59mn.a.n.a.
Q3 20134$87mn.a.n.a.
Q4 20133$69mn.a.n.a.
Q1 20144$105mn.a.n.a.
Q2 20144$117mn.a.n.a.
Q3 20146$128mn.a.n.a.
Q4 20146$151mn.a.n.a.
Q1 20152$57mn.a.n.a.
Q2 20152$70mn.a.n.a.
Q3 20154$55mn.a.n.a.
Q4 20154$107mn.a.n.a.
Q1 20165$134mn.a.n.a.
Q2 20162$50mn.a.n.a.
Q3 20163$353mn.a.n.a.
Q4 20163$65mn.a.n.a.
Q1 20174$187mn.a.n.a.
Q2 20174$118mn.a.n.a.
Q3 20174$186mn.a.n.a.
Q4 20175$168mn.a.n.a.
Q1 20187$194mn.a.n.a.
Q2 20189$270mn.a.n.a.
Q3 201810$281mn.a.n.a.
Q4 20187$428mn.a.n.a.
Q1 20199$506mn.a.n.a.
Q2 20199$556mn.a.n.a.
Q3 201911$907mn.a.n.a.
Q4 201910$1.1bnn.a.n.a.
Q1 202013$1.2bnn.a.n.a.
Q2 202014$1.7bnn.a.n.a.
Q3 202021$2.0bnn.a.n.a.
Q4 202015$2.4bnn.a.n.a.
Q1 202113$2.1bnn.a.n.a.
Q2 202116$2.1bnn.a.n.a.
Q3 202114$3.2bnn.a.n.a.
Q4 202118$3.5bnn.a.n.a.
Q1 202216$3.7bnn.a.n.a.
Q2 202220$2.8bnn.a.n.a.
Q3 202224$3.4bnn.a.n.a.
Q4 202222$4.1bnn.a.n.a.
Q1 202324$5.8bnn.a.n.a.
Q2 202316$5.9bnn.a.n.a.
Q3 202316$5.0bnn.a.n.a.
Q4 202319$6.4bn1110
Q1 202419$6.7bn912
Q2 202417$8.0bn712
Q3 202423$8.9bn1410
Q4 202417$5.1bn118
Q1 202518$5.6bn117
Q2 202513$6.4bn611
Q3 202516$8.0bn108
Q4 202512$8.8bn1220
Q1 202612$10.3bn1515
Q2 202621$14.1bn2712

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MPWR and NVDA →MPWR and AVGO →MPWR and MU →Choose a stock to compare with MPWR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MPWR, latest filings →Back to the 13F Explorer →