DF Dent & Co’s Monolithic Power Systems MPWR Stock Holding History

DF Dent & Co’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 Q1	$96.8M	Sell	88,549 -38,728	-30%	-$42.3M	1.85%	15
2025 Q4	$115M	Sell	127,277 -22,453	-15%	-$21.6M	1.66%	20
2025 Q3	$138M	Sell	149,730 -21,348	-12%	-$17.3M	1.78%	19
2025 Q2	$125M	Buy	171,078 +11,090	+7%	+$7.07M	1.59%	22
2025 Q1	$92.8M	Buy	159,988 +4,449	+3%	+$2.8M	1.24%	31
2024 Q4	$92M	Buy	155,539 +72,295	+87%	+$52.4M	1.17%	32
2024 Q3	$77M	Sell	83,244 -2,061	-2%	-$1.78M	0.94%	35
2024 Q2	$70.1M	Sell	85,305 -2,440	-3%	-$1.76M	0.91%	35
2024 Q1	$59.4M	Buy	87,745 +22	+0%	+$14.7K	0.73%	43
2023 Q4	$55.3M	Sell	87,723 -1,122	-1%	-$586K	0.73%	44
2023 Q3	$41M	Buy	88,845 +31,771	+56%	+$16.3M	0.6%	45
2023 Q2	$30.8M	Buy	57,074 +34,368	+151%	+$16.3M	0.42%	52
2023 Q1	$11.4M	Buy	22,706 +44	+0.2%	+$20.2K	0.16%	74
2022 Q4	$8.01M	Buy	22,662 +1,705	+8%	+$613K	0.12%	86
2022 Q3	$7.62M	Buy	+20,957	New	+$9.32M	0.12%	85

Other funds holding MPWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DF Dent & Co's MPWR Position: Q1 2026 in Review

DF Dent & Co reduced its Monolithic Power Systems (MPWR) stake by 30% in Q1 2026, selling an estimated $42.3M and leaving 88,549 shares worth $96.8M. The position accounts for 1.85% of the portfolio, ranked #15.

DF Dent & Co first reported a position in MPWR in Q3 2022 and has held it in 15 quarters since. The position peaked at $138M in Q3 2025. 1,114 funds tracked by Wall St. Rank hold MPWR as of Q1 2026.

DF Dent & Co held 88,549 shares of Monolithic Power Systems worth $96.8M as of Q1 2026.
DF Dent & Co sold 38,728 Monolithic Power Systems shares in Q1 2026, an estimated $42.3M.
Monolithic Power Systems made up 1.85% of DF Dent & Co's portfolio in Q1 2026, its #15 holding.
DF Dent & Co first reported a position in Monolithic Power Systems in Q3 2022 and has held it in 15 quarters since.
DF Dent & Co's Monolithic Power Systems position peaked at $138M in Q3 2025.
1,114 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.