TWO SIGMA INVESTMENTS, LP
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1179392
NEW YORK, NY
Position in MPWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$263,346,491
+$250,206,611 QoQ
Shares Held
190,505
+1485.2% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#35
of 1,233 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Derivatives in MPWR
reported options exposure · as of Jun 30, 2026CallValue
$3,594,136
CallShares
2,600
PutValue
$3,870,608
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. MPWR ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
This page
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in MPWR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,594,136 | 2,600 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $263,346,491 | 190,505 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $3,870,608 | 2,800 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $6,560,100 | 6,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $13,139,880 | 12,018 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,498,720 | 3,200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $906,360 | 1,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $906,360 | 1,000 | Call | Sole | 2026-02-17 | |
| 2023-09-30 | $5,625,312 | 12,176 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $2,762,203 | 7,601 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $3,551,976 | 7,200 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $3,255,978 | 6,600 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $1,973,320 | 4,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $775,488 | 1,600 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,908,080 | 6,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,454,040 | 3,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $2,950,255 | 7,900 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $2,240,700 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $3,883,897 | 10,996 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $3,002,285 | 8,500 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $3,249,532 | 9,200 | Put | Sole | 2021-05-17 | |
| 2020-09-30 | $18,846,552 | 67,403 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $876,189 | 3,697 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||