Knollwood Investment Advisory, LLC
Position in MPWR — Monolithic Power Systems, Inc.
CIK 1999346
HUNT VALLEY, MD
Position in MPWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,858,716
+$1,643,022 QoQ
Shares Held
5,685
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#319
of 1,235 holders
Holding Since
Dec 2023
11 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, 2026Knollwood Investment Advisory, LLC holds $198,518,165 across 15 Semiconductors names. MPWR ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
476,023 | $95,247,442 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
62,522 | $36,319,655 | |
| 3 | AVGO |
Broadcom Inc.
|
68,063 | $25,710,798 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
19,568 | $9,345,089 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
This page
|
5,685 | $7,858,716 | |
| 6 | INTC |
Intel Corp
|
44,748 | $6,248,163 | |
| 7 | MU |
Micron Technology Inc
|
4,204 | $4,852,635 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
20,706 | $4,576,026 |
All Filings in MPWR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,858,716 | 5,685 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,215,694 | 5,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,152,656 | 5,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,233,838 | 5,685 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,157,895 | 5,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,297,186 | 5,685 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,363,814 | 5,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,642,532 | 7,185 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,939,103 | 7,228 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,537,743 | 2,270 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,431,870 | 2,270 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||