Avalon Global Asset Management LLC
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1314273
SAN FRANCISCO, CA
Position in MPWR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,600,375
+$4,207,275 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
6.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2025CallValue
$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 Mar 31, 2026Avalon Global Asset Management LLC holds $135,910,570 across 7 Semiconductors names. MPWR ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
191,800 | $33,449,920 | |
| 2 | MU |
Micron Technology Inc
|
95,660 | $32,317,774 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
This page
|
22,500 | $24,600,375 | |
| 4 | ADI |
Analog Devices Inc
|
45,300 | $14,411,742 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
57,400 | $11,947,810 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
50,700 | $11,258,949 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
80,000 | $7,924,000 |
All Filings in MPWR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,600,375 | 22,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,393,100 | 22,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,714,400 | 22,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,627,600 | 20,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,399,400 | 30,000 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $7,692,100 | 13,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||