Avalon Global Asset Management’s Monolithic Power Systems MPWR Stock Holding History

Avalon Global Asset Management’s Portfolio MPWR Stock Details MPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.4M	Sell	22,000 -500	-2%	-$751K	3.32%	10
2026 Q1	$24.6M	Hold	22,500	–	–	3.4%	9
2025 Q4	$20.4M	Hold	22,500	–	–	3.3%	10
2025 Q3	$20.7M	Buy	22,500 +2,500	+13%	+$2.03M	2.37%	11
2025 Q2	$14.6M	Buy	+20,000	New	+$12.7M	1.74%	20
2025 Q1	–	Sell	-13,000	Closed	-$8.19M	–	41
2024 Q4	$7.69M	Buy	+13,000	New	+$9.41M	1.84%	23
2015 Q2	–	Sell	-30,000	Closed	-$1.58M	–	47
2015 Q1	$1.58M	Hold	30,000	–	–	1.03%	38
2014 Q4	$1.49M	Buy	30,000 +1,330	+5%	+$59.7K	1.29%	31
2014 Q3	$1.26M	Sell	28,670 -11,330	-28%	-$498K	0.74%	52
2014 Q2	$1.69M	Buy	+40,000	New	+$1.55M	1.04%	42

Other funds holding MPWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avalon Global Asset Management's MPWR Position: Q2 2026 in Review

Avalon Global Asset Management reduced its Monolithic Power Systems (MPWR) stake by 2.2% in Q2 2026, selling an estimated $751K and leaving 22,000 shares worth $30.4M. The position accounts for 3.32% of the portfolio, ranked #10.

Avalon Global Asset Management first reported a position in MPWR in Q2 2014 and has held it in 10 quarters since. 1,243 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Avalon Global Asset Management held 22,000 shares of Monolithic Power Systems worth $30.4M as of Q2 2026.
Avalon Global Asset Management sold 500 Monolithic Power Systems shares in Q2 2026, an estimated $751K.
Monolithic Power Systems made up 3.32% of Avalon Global Asset Management's portfolio in Q2 2026, its #10 holding.
Avalon Global Asset Management first reported a position in Monolithic Power Systems in Q2 2014 and has held it in 10 quarters since.
1,243 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Avalon Global Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.