TwinBeech Capital’s Monolithic Power Systems MPWR Stock Holding History

TwinBeech Capital’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	$5.44M	Buy	+3,934	New	+$5.91M	0.98%	28
2025 Q3	–	Sell	-48,016	Closed	-$35.1M	–	736
2025 Q2	$35.1M	Buy	+48,016	New	+$30.6M	0.8%	30
2024 Q4	–	Sell	-71,554	Closed	-$66.2M	–	816
2024 Q3	$66.2M	Buy	+71,554	New	+$61.8M	1.26%	5
2024 Q2	–	Sell	-61,453	Closed	-$41.6M	–	712
2024 Q1	$41.6M	Buy	+61,453	New	+$41M	0.86%	32
2023 Q2	–	Sell	-20,151	Closed	-$10.1M	–	769
2023 Q1	$10.1M	Buy	+20,151	New	+$9.26M	0.2%	142
2022 Q4	–	Sell	-64,636	Closed	-$23.5M	–	845
2022 Q3	$23.5M	Buy	64,636 +30,303	+88%	+$13.5M	0.62%	43
2022 Q2	$13.2M	Buy	+34,333	New	+$14.5M	0.59%	49
2022 Q1	–	Sell	-27,464	Closed	-$13.5M	–	658
2021 Q4	$13.5M	Buy	+27,464	New	+$14.2M	0.77%	26
2021 Q3	–	Sell	-8,910	Closed	-$3.33M	–	699
2021 Q2	$3.33M	Buy	8,910 +5,860	+192%	+$2.06M	0.4%	76
2021 Q1	$1.08M	Buy	+3,050	New	+$1.11M	0.16%	182

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

TwinBeech Capital's MPWR Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Monolithic Power Systems (MPWR) in Q2 2026: 3,934 shares worth $5.44M. The stake represents 0.98% of the portfolio and ranks #28 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in MPWR as recently as Q2 2025.

TwinBeech Capital first reported a position in MPWR in Q1 2021 and has held it in 10 quarters since. The position peaked at $66.2M in Q3 2024. 1,245 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

TwinBeech Capital held 3,934 shares of Monolithic Power Systems worth $5.44M as of Q2 2026.
Monolithic Power Systems was a new TwinBeech Capital position in Q2 2026.
Monolithic Power Systems made up 0.98% of TwinBeech Capital's portfolio in Q2 2026, its #28 holding.
TwinBeech Capital first reported a position in Monolithic Power Systems in Q1 2021 and has held it in 10 quarters since.
TwinBeech Capital's Monolithic Power Systems position peaked at $66.2M in Q3 2024.
1,245 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.