SIT INVESTMENT ASSOCIATES INC

Position in MPWR — Monolithic Power Systems, Inc.

CIK 769317 Minneapolis, MN

Position in MPWR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$21,414,138

+$4,477,054 QoQ

Shares Held

15,491

0.0% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#215

of 1,241 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SIT INVESTMENT ASSOCIATES INC holds $392,501,048 across 10 Semiconductors names. MPWR ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	819,830	$164,039,784
2	AVGO	Broadcom Inc.	415,970	$157,132,667
3	MPWR	Monolithic Power Systems, Inc. This page	15,491	$21,414,138
4	MU	Micron Technology Inc	16,182	$18,678,720
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	20,267	$9,678,911
6	ADI	Analog Devices Inc	22,011	$8,742,108
7	TSEM	Tower Semiconductor Ltd	22,654	$5,904,538
8	CRDO	Credo Technology Group Holding Ltd	17,615	$4,790,399

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,414,138	15,491	0.0%	Shares	Sole	2026-08-12
2026-03-31	$16,937,084	15,491	-2.7%	Shares	Sole	2026-05-13
2025-12-31	$14,425,625	15,916	-1.6%	Shares	Sole	2026-02-12
2025-09-30	$14,887,669	16,171	-2.5%	Shares	Sole	2025-11-13
2025-06-30	$12,134,325	16,591	0.0%	Shares	Sole	2025-08-14
2025-03-31	$9,622,448	16,591	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$9,770,150	16,512	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$15,262,570	16,509	+10.1%	Shares	Sole	2024-11-13
2024-06-30	$12,320,269	14,994	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$10,199,235	15,056	-0.9%	Shares	Sole	2024-05-14
2023-12-31	$9,579,025	15,186	-7.3%	Shares	Sole	2024-02-13
2023-09-30	$7,565,712	16,376	-2.5%	Shares	Sole	2023-11-13
2023-06-30	$9,071,001	16,791	-0.1%	Shares	Sole	2023-08-10
2023-03-31	$8,417,080	16,816	-1.3%	Shares	Sole	2023-05-11
2022-12-31	$6,025,868	17,041	+0.7%	Shares	Sole	2023-02-10
2022-09-30	$6,149,818	16,923	+7.7%	Shares	Sole	2022-11-10
2022-06-30	$6,032,500	15,708	+8.2%	Shares	Sole	2022-08-11
2022-03-31	$7,051,102	14,518	-4.1%	Shares	Sole	2022-05-12
2021-12-31	$7,470,496	15,143	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$7,321,091	15,105	-18.3%	Shares	Sole	2021-11-12
2021-06-30	$6,903,223	18,485	-8.5%	Shares	Sole	2021-08-13
2021-03-31	$7,138,374	20,210	-0.6%	Shares	Sole	2021-05-13
2020-12-31	$7,447,287	20,335	-2.9%	Shares	Sole	2021-02-11
2020-09-30	$5,853,635	20,935	+6.2%	Shares	Sole	2020-11-12
2020-06-30	$4,671,270	19,710	-0.3%	Shares	Sole	2020-08-13
2020-03-31	$3,309,009	19,760	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.