Allianz Asset Management GmbH
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1535323
MUNICH, 2M
Position in MPWR
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$160,742,201
+$55,262,356 QoQ
Shares Held
116,281
+20.5% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#61
of 1,244 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Derivatives in MPWR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$414,708
PutShares
300
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, 2026Allianz Asset Management GmbH holds $12,320,098,244 across 34 Semiconductors names. MPWR ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
30,069,187 | $6,016,543,624 | |
| 2 | MU |
Micron Technology Inc
|
1,414,408 | $1,632,637,007 | |
| 3 | AVGO |
Broadcom Inc.
|
3,730,615 | $1,409,239,814 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,061,906 | $507,134,446 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
819,011 | $475,771,677 | |
| 6 | TXN |
Texas Instruments Inc
|
1,336,647 | $398,414,369 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,688,093 | $311,942,703 | |
| 8 | INTC |
Intel Corp
|
1,453,295 | $202,923,580 |
All Filings in MPWR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,742,201 | 116,281 | Shares | Defined | 2026-09-02 | |
| 2026-06-30 | $414,708 | 300 | Put | Defined | 2026-09-02 | |
| 2026-03-31 | $105,479,845 | 96,474 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $131,995,923 | 145,633 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $73,906,215 | 80,277 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $80,855,520 | 110,552 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $48,116,879 | 82,963 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $96,485,558 | 163,065 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $95,163,406 | 102,935 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $38,065,145 | 46,326 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,502,809 | 6,647 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,808,221 | 9,208 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,896,738 | 10,599 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,020,075 | 53,718 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,140,277 | 92,181 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $35,069,978 | 99,177 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $35,532,888 | 97,779 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $74,233,011 | 193,295 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $74,329,923 | 153,043 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $63,030,799 | 127,766 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $68,509,032 | 141,349 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $50,966,961 | 136,476 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $21,525,676 | 60,943 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,116,034 | 74,041 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $22,746,832 | 81,352 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,798,980 | 83,540 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,422,396 | 92,096 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||