Free · no sign-up · Q2 2026

Which funds own MPWR

Monolithic PWR Sys Inc in the Q2 2026 filings. At least 12 of the 91 current managers on file reported a position, worth $13.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 8 managers opened or added against 4 cutting.

Managers holding: 12; at least, of 91 current
Combined value: $13.3bn; as reported
Opened: 5; new this quarter
Added to: 3; already held
Trimmed or sold out: 4; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Fidelity (FMR LLC) Long-only · $2304bn book	$7.2bn	0.3%	5,177,258	+$2.3bn+776,427	Added
Invesco Ltd Long-only · $1264bn book	$3.2bn	0.3%	2,343,930	+$489m-172,057	Trimmed
T. Rowe Price Associates Inc Long-only · $999bn book	$1.4bn	0.1%	976,798	-$31m-286,156	Trimmed
MFS Investment Management Long-only · $315bn book	$611m	0.2%	442,176	-$9.6m-125,593	Trimmed
Two Sigma Investments LP Quantitative · $138bn book	$263m	0.2%	190,505	+$250m+178,487	Added
Neuberger Berman Group LLC Long-only · $150bn book	$216m	0.1%	156,360	+$52m+6,253	Added
Artisan Partners LP Long-only · $63.1bn book	$180m	0.3%	130,154	+$15m-20,719	Trimmed
D1 Capital Partners LP Long/short equity · $34.8bn book	$118m	0.3%	85,103	opened85,103	New
Renaissance Technologies LLC Quantitative · $72.6bn book	$87m	0.1%	63,066	opened63,066	New
Voloridge Investment Management LLC Quantitative · $23.5bn book	$41m	0.2%	29,923	opened29,923	New
Moore Capital Management LP Macro · $6.7bn book	$8.6m	0.1%	6,250	opened6,250	New
Maverick Capital Ltd Long/short equity · $11.3bn book	$800k	0.0%	593	opened593	New

Ownership through time

At least 21 of the 95 managers whose filings are on file listed MPWR in Q2 2026, against 1 in Q2 2013. 9 managers more than in Q1 2026: 7 started positions; 5 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Fidelity (FMR LLC)4,400,831 to 5,177,258 shares+$1.1bn
Millennium Management LLCnew: 136,835 shares+$189m
D1 Capital Partners LPnew: 85,103 shares+$118m
Renaissance Technologies LLCnew: 63,066 shares+$87m
AllianceBernstein LP124,647 to 177,107 shares+$57m

Largest decreases, by shares

T. Rowe Price Associates Inc1,262,954 to 976,798 shares-$396m
Invesco Ltd2,515,987 to 2,343,930 shares-$238m
MFS Investment Management567,769 to 442,176 shares-$174m
Artisan Partners LP150,873 to 130,154 shares-$29m
Freestone Grove Partners LP15,015 to 5,914 shares-$13m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q3 2016	$7.2bn	$7.2bn
Invesco Ltd	Q1 2017	$3.2bn	$3.2bn
T. Rowe Price Associates Inc	Q1 2020	$1.7bn	$1.4bn
MFS Investment Management	Q2 2013	$774m	$611m
Two Sigma Investments LP	Q3 2020	$263m	$263m
Jane Street Group LLC	Q3 2024	$248m	$248m
Neuberger Berman Group LLC	Q3 2017	$398m	$216m
AllianceBernstein LP	Q3 2014	$411m	$194m
Millennium Management LLC	Q3 2020	$189m	$189m
Artisan Partners LP	Q1 2018	$465m	$180m
D1 Capital Partners LP	Q2 2026	$118m	$118m
Renaissance Technologies LLC	Q1 2014	$154m	$87m
Squarepoint Ops LLC	Q3 2018	$73m	$73m
Man Group PLC	Q4 2018	$51m	$51m
Voloridge Investment Management LLC	Q2 2021	$41m	$41m
Wellington Management Group LLP	Q4 2018	$1.0bn	last listed Q1 2026
Capital Research Global Investors	Q4 2022	$389m	last listed Q3 2024
Whale Rock Capital Management LLC	Q3 2013	$369m	last listed Q1 2025
Citadel Advisors LLC	Q1 2022	$240m	last listed Q3 2025
Holocene Advisors LP	Q1 2018	$169m	last listed Q3 2025
Marshall Wace LLP	Q1 2014	$122m	last listed Q3 2025
Janus Henderson Group Ltd	Q4 2016	$118m	last listed Q3 2025
Coatue Management LLC	Q1 2025	$112m	last listed Q1 2025
Rokos Capital Management LLP	Q2 2023	$107m	last listed Q2 2025
Balyasny Asset Management LLC	Q3 2013	$75m	last listed Q1 2025

What MPWR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

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How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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