Nicholas Investment Partners, LP

Position in MPWR — Monolithic Power Systems Inc

CIK 1389574 RANCHO SANTA FE, CA

Position in MPWR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,151,907

+$2,355,347 QoQ

Shares Held

12,029

+1.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Nicholas Investment Partners, LP holds $117,649,884 across 13 Semiconductors names. MPWR ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	118,347	$20,639,716
2	AVGO	Broadcom Inc.	52,405	$16,219,871
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	41,062	$13,876,902
4	MPWR	Monolithic Power Systems Inc This page	12,029	$13,151,907
5	LSCC	Lattice Semiconductor Corp	140,631	$13,044,931
6	MTSI	MACOM Technology Solutions Holdings, Inc.	49,523	$10,997,572
7	SITM	SITIME Corp	26,792	$9,252,617
8	CRDO	Credo Technology Group Holding Ltd	66,969	$6,286,380

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,151,907	12,029	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$10,796,560	11,912	0.0%	Shares	Sole	2026-02-13
2025-09-30	$10,966,663	11,912	0.0%	Shares	Sole	2025-11-14
2025-06-30	$8,712,198	11,912	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$6,810,125	11,742	-6.0%	Shares	Sole	2025-05-15
2024-12-31	$7,387,966	12,486	-27.5%	Shares	Sole	2025-02-14
2024-09-30	$15,912,494	17,212	-51.5%	Shares	Sole	2024-11-12
2024-06-30	$29,158,958	35,487	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$23,853,313	35,212	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$22,269,057	35,304	+0.8%	Shares	Sole	2024-02-08
2023-09-30	$16,182,474	35,027	-2.8%	Shares	Sole	2023-11-13
2023-06-30	$19,473,670	36,047	-9.5%	Shares	Sole	2023-08-10
2023-03-31	$19,943,015	39,843	-12.6%	Shares	Sole	2023-05-12
2022-12-31	$16,127,798	45,609	+17.4%	Shares	Sole	2023-02-10
2022-09-30	$14,112,639	38,835	-15.3%	Shares	Sole	2022-11-14
2022-06-30	$17,605,929	45,844	-19.5%	Shares	Sole	2022-08-10
2022-03-31	$27,644,905	56,920	-15.1%	Shares	Sole	2022-05-10
2021-12-31	$33,057,056	67,008	+21.2%	Shares	Sole	2022-02-14
2021-09-30	$26,786,809	55,267	-7.6%	Shares	Sole	2021-11-15
2021-06-30	$22,339,405	59,819	+9.6%	Shares	Sole	2021-08-10
2021-03-31	$19,281,380	54,589	-1.7%	Shares	Sole	2021-05-14
2020-12-31	$20,335,286	55,526	+0.4%	Shares	Sole	2021-02-11
2020-09-30	$15,456,561	55,279	-5.3%	Shares	Sole	2020-11-13
2020-06-30	$13,833,453	58,369	-7.6%	Shares	Sole	2020-08-12
2020-03-31	$10,577,610	63,165	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.