Azimuth Capital Investment Management LLC
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1942364
BLOOMFIELD HILLS, MI
Position in MPWR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,259,852
+$819,438 QoQ
Shares Held
29,124
-19.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#154
of 1,236 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MPWR Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. MPWR ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
114,423 | $66,469,464 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
This page
|
29,124 | $40,259,852 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
127,414 | $37,955,356 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
47,818 | $22,836,442 | |
| 5 | TXN |
Texas Instruments Inc
|
60,058 | $17,901,488 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,806 | $8,795,463 | |
| 7 | INTC |
Intel Corp
|
47,725 | $6,663,841 | |
| 8 | QCOM |
Qualcomm Inc/De
|
7,484 | $1,382,968 |
All Filings in MPWR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,259,852 | 29,124 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $39,440,414 | 36,073 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,819,295 | 36,210 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,891,154 | 33,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,718,449 | 33,797 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,737,299 | 34,031 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,350,929 | 34,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,642,866 | 40,717 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,223,809 | 40,434 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,037,187 | 39,912 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,014,873 | 25,389 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,762,982 | 25,461 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,069,750 | 26,044 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,173,211 | 26,318 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,479,576 | 26,808 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,737,344 | 54,313 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,710,893 | 53,929 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||