Gilbert & Cook, Inc.
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1675762
WEST DES MOINES, IA
Position in MPWR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,188,829
+$229,962 QoQ
Shares Held
860
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#604
of 1,236 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Gilbert & Cook, Inc. holds $20,494,688 across 7 Semiconductors names. MPWR ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
65,675 | $13,140,910 | |
| 2 | AVGO |
Broadcom Inc.
|
6,716 | $2,536,969 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
3,989 | $1,414,379 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
This page
|
860 | $1,188,829 | |
| 5 | QCOM |
Qualcomm Inc/De
|
5,157 | $952,962 | |
| 6 | INTC |
Intel Corp
|
4,759 | $664,499 | |
| 7 | TXN |
Texas Instruments Inc
|
2,000 | $596,140 |
All Filings in MPWR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,829 | 860 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $958,867 | 877 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $544,722 | 601 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $610,384 | 663 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $479,053 | 655 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $371,187 | 640 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $814,770 | 1,377 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,273,036 | 1,377 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,198,009 | 1,458 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,093,355 | 1,614 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,014,294 | 1,608 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $684,222 | 1,481 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $307,931 | 570 | Shares | Sole | 2023-08-14 | |
| 2021-09-30 | $251,548 | 519 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $226,310 | 606 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $345,439 | 978 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $321,916 | 879 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||