Position in MPWR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,438,204
-$29,679,738 QoQ
Shares Held
3,934
-91.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#366
of 1,235 holders
Holding Since
Mar 2021
10 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, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names. MPWR ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
This page
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
9,284 | $765,094 |
All Filings in MPWR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,438,204 | 3,934 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $35,117,942 | 48,016 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $66,151,673 | 71,554 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $41,629,491 | 61,453 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $10,086,381 | 20,151 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $23,488,722 | 64,636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,185,245 | 34,333 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $13,548,815 | 27,464 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $3,327,439 | 8,910 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,077,290 | 3,050 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||