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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TwinBeech Capital's MPWR Position: Q3 2025 in Review

TwinBeech Capital sold out of Monolithic Power Systems (MPWR) in Q3 2025, closing a stake of 48,016 shares — an estimated $35.1M sold.

TwinBeech Capital first reported a position in MPWR in Q1 2021 and held it in 9 quarters. The position peaked at $66.2M in Q3 2024. 980 funds tracked by Wall St. Rank hold MPWR as of Q3 2025.

TwinBeech Capital reported no remaining Monolithic Power Systems position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 48,016 Monolithic Power Systems shares in Q3 2025, an estimated $35.1M.
TwinBeech Capital first reported a position in Monolithic Power Systems in Q1 2021 and held it in 9 quarters.
TwinBeech Capital's Monolithic Power Systems position peaked at $66.2M in Q3 2024.
980 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.