Arosa Capital Management LP
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1596053
MIAMI BEACH, FL
Position in MPWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,588,320
+$11,668,245 QoQ
Shares Held
12,000
+166.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
14.62%
of 13F equity value
Holder Rank
#246
of 1,235 holders
Holding Since
Mar 2026
2 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
$11,058,880
CallShares
8,000
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, 2026Arosa Capital Management LP holds $31,069,470 across 4 Semiconductors names. MPWR ranks #1 (53.4% of the industry book) .
All Filings in MPWR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,588,320 | 12,000 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $11,058,880 | 8,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $4,920,075 | 4,500 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||