KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1021223
LOS ANGELES, CA
Position in MPWR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$291,563,643
+$25,054,830 QoQ
Shares Held
266,670
-9.3% QoQ
Ownership
0.543%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 48%
Shared 52%
None 0%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $586,308,103 across 24 Semiconductors names. MPWR ranks #1 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPWR |
Monolithic Power Systems, Inc.
This page
|
266,670 | $291,563,643 | |
| 2 | NVDA |
Nvidia Corp
|
947,504 | $165,244,697 | |
| 3 | AVGO |
Broadcom Inc.
|
146,831 | $45,445,661 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
173,336 | $26,222,269 | |
| 5 | ADI |
Analog Devices Inc
|
66,310 | $21,095,863 | |
| 6 | NVEC |
Nve Corp /New/
|
124,113 | $8,129,401 | |
| 7 | TXN |
Texas Instruments Inc
|
39,950 | $7,755,892 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
16,837 | $5,690,064 |
All Filings in MPWR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,563,643 | 266,670 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $266,508,813 | 294,043 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $327,161,392 | 355,363 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $266,191,600 | 363,958 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $209,444,696 | 361,124 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $214,645,682 | 362,761 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $260,271,711 | 281,527 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $226,766,424 | 275,979 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $163,544,090 | 241,422 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $136,390,404 | 216,225 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $90,912,822 | 196,781 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $97,874,548 | 181,172 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $85,372,602 | 170,561 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $56,952,779 | 161,061 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||