Carderock Capital Management’s Monolithic Power Systems MPWR Stock Holding History

Carderock Capital 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	$14.2M	Sell	10,301 -1,364	-12%	-$2.05M	3.12%	7
2026 Q1	$12.8M	Buy	11,665 +196	+2%	+$214K	3.15%	5
2025 Q4	$10.4M	Buy	11,469 +2,946	+35%	+$2.84M	2.52%	12
2025 Q3	$7.85M	Buy	8,523 +2,856	+50%	+$2.32M	1.91%	25
2025 Q2	$4.14M	Sell	5,667 -692	-11%	-$441K	1.06%	44
2025 Q1	$3.69M	Buy	6,359 +1,509	+31%	+$951K	0.98%	46
2024 Q4	$2.87M	Sell	4,850 -5,172	-52%	-$3.75M	0.72%	47
2024 Q3	$9.27M	Buy	10,022 +453	+5%	+$391K	2.19%	18
2024 Q2	$7.86M	Buy	9,569 +5,602	+141%	+$4.04M	2.06%	20
2024 Q1	$2.69M	Buy	+3,967	New	+$2.65M	0.75%	48

Other funds holding MPWR

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Carderock Capital Management's MPWR Position: Q2 2026 in Review

Carderock Capital Management reduced its Monolithic Power Systems (MPWR) stake by 12% in Q2 2026, selling an estimated $2.05M and leaving 10,301 shares worth $14.2M. The position accounts for 3.12% of the portfolio, ranked #7.

Carderock Capital Management first reported a position in MPWR in Q1 2024 and has held it in 10 quarters since. 466 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

Carderock Capital Management held 10,301 shares of Monolithic Power Systems worth $14.2M as of Q2 2026.
Carderock Capital Management sold 1,364 Monolithic Power Systems shares in Q2 2026, an estimated $2.05M.
Monolithic Power Systems made up 3.12% of Carderock Capital Management's portfolio in Q2 2026, its #7 holding.
Carderock Capital Management first reported a position in Monolithic Power Systems in Q1 2024 and has held it in 10 quarters since.
466 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.