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NASDAQ · Technology

MONOLITHIC PWR SYS INC MPWR

Monolithic Power Systems, Inc. provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally. The company offers direct current (DC) to DC solutions to convert and control voltages within a range of electronic systems, such as cloud-based and on-premises CPU servers and workstations, AI systems, memory, storage solutions, notebooks, infotainment, power sources, home appliances, network infrastructure, and satellite communications.

Sources StockAnalysis company profile stockanalysis.com
Semiconductors

Company profile

Business mix

  • The company offers direct current (DC) to DC solutions to convert and control voltages within a range of electronic systems.
  • It also provides alternating current (AC) to DC; driver metal-oxide-semiconductor field-effect transistors; power management integrated circuits (ICs); and current limit switch and lighting control products.
  • The company serves storage and computing, enterprise data, automotive, communications, consumer, and industrial end markets through third-party distributors and value-added resellers.
  • Monolithic Power Systems, Inc. was incorporated in 1997 and is based in West Palm Beach, Florida.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductors?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 105.99 FCF 0.86% Buyback -0.03%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $68.9M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $13.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +23.5% +11,974 / 51,020
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -5.5% 13F value change +$7.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 35.3% 13F value change +$14.7M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.4% 13F value change +$9.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 51,020 Last 3 periods +11,974 (+23.5%) Total shares 62,994 Value $68.9M
Coatue Management Philippe Laffont 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$112.2M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$112.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Whale Rock Capital Management Alex Sacerdote 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$29.1M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$29.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.