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Equibles

Avalon Global Asset Management LLC

Position in MPWR — Monolithic Power Systems, Inc.

CIK 1314273 SAN FRANCISCO, CA
Back to MPWR Full portfolio

Position in MPWR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$30,411,920
+$5,811,545 QoQ
Shares Held
22,000
-2.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
4.48%
of 13F equity value
Holder Rank
#183
of 1,243 holders
Holding Since
Dec 2024
7 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 Mar 31, 2025
CallValue
$17,399,400
CallShares
30,000
PutValue
$0
PutShares
0

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, 2026

Avalon Global Asset Management LLC holds $191,788,977 across 7 Semiconductors names. MPWR ranks #3 (15.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MU
Micron Technology Inc
 44,660 $51,550,591
2 NVDA
Nvidia Corp
 256,800 $51,383,112
3 MPWR
Monolithic Power Systems, Inc.
This page 		22,000 $30,411,920
4 ADI
Analog Devices Inc
 45,300 $17,991,801
5 MTSI
MACOM Technology Solutions Holdings, Inc.
 45,700 $17,382,909
6 MRVL
Marvell Technology, Inc.
 50,000 $14,894,500
7 SLAB
Silicon Laboratories Inc.
 37,400 $8,174,144

All Filings in MPWR

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $30,411,920 22,000
2026-03-31 $24,600,375 22,500
2025-12-31 $20,393,100 22,500
2025-09-30 $20,714,400 22,500
2025-06-30 $14,627,600 20,000
2025-03-31 $17,399,400 30,000
2024-12-31 $7,692,100 13,000