BRASADA CAPITAL MANAGEMENT, LP
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1643833
HOUSTON, TX
Position in MPWR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,942,486
+$4,892,718 QoQ
Shares Held
6,469
+74.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#302
of 1,236 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BRASADA CAPITAL MANAGEMENT, LP holds $43,273,392 across 7 Semiconductors names. MPWR ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
33,242 | $12,557,165 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
This page
|
6,469 | $8,942,486 | |
| 3 | NVDA |
Nvidia Corp
|
38,797 | $7,762,891 | |
| 4 | ADI |
Analog Devices Inc
|
18,223 | $7,237,628 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,008 | $2,328,287 | |
| 6 | INTC |
Intel Corp
|
16,527 | $2,307,665 | |
| 7 | MCHP |
Microchip Technology Inc
|
25,173 | $2,137,270 |
All Filings in MPWR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,942,486 | 6,469 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,049,768 | 3,704 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,570,152 | 3,939 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||