Taylor Frigon Capital Management LLC
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1632665
SCOTTSDALE, AZ
Position in MPWR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,551,836
+$523,672 QoQ
Shares Held
1,846
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#478
of 1,236 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $32,323,323 across 9 Semiconductors names. MPWR ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
13,286 | $6,417,403 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
19,137 | $5,204,307 | |
| 3 | TSEM |
Tower Semiconductor Ltd
|
16,653 | $4,340,437 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
14,333 | $4,269,657 | |
| 5 | PI |
Impinj Inc
|
19,735 | $2,826,644 | |
| 6 | QUIK |
QUICKLOGIC Corp
|
140,746 | $2,810,697 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
This page
|
1,846 | $2,551,836 | |
| 8 | TXN |
Texas Instruments Inc
|
6,660 | $1,985,146 |
All Filings in MPWR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,551,836 | 1,846 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,028,164 | 1,855 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,712,450 | 4,096 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,813,290 | 4,142 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,525,251 | 4,820 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,145,231 | 5,423 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,303,461 | 5,583 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,092,761 | 4,427 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,142,879 | 7,476 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,109,101 | 7,542 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,813,482 | 7,631 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,601,290 | 7,795 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,202,989 | 7,780 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,930,740 | 7,853 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,068,990 | 11,507 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,390,598 | 12,082 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,633,442 | 12,065 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,223,503 | 12,814 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,610,108 | 15,426 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,617,715 | 15,717 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,906,485 | 15,816 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,737,543 | 16,244 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,043,893 | 16,503 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,684,585 | 16,754 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,948,420 | 16,660 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,342,095 | 13,986 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||