DF DENT & CO INC

Position in MPWR — Monolithic Power Systems, Inc.

CIK 934999 BALTIMORE, MD

Position in MPWR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$96,815,049

-$18,543,732 QoQ

Shares Held

88,549

-30.4% QoQ

Ownership

0.180%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

DF DENT & CO INC holds $212,519,647 across 10 Semiconductors names. MPWR ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPWR	Monolithic Power Systems, Inc. This page	88,549	$96,815,049
2	AVGO	Broadcom Inc.	195,462	$60,497,443
3	QCOM	Qualcomm Inc/De	211,130	$27,189,321
4	MCHP	Microchip Technology Inc	230,384	$14,885,110
5	RMBS	Rambus Inc	101,865	$8,763,445
6	ADI	Analog Devices Inc	4,751	$1,511,483
7	NVDA	Nvidia Corp	6,100	$1,063,840
8	INTC	Intel Corp	23,837	$1,051,926

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$96,815,049	88,549	-30.4%	Shares	Sole	2026-05-15
2025-12-31	$115,358,781	127,277	-15.0%	Shares	Sole	2026-02-17
2025-09-30	$137,847,427	149,730	-12.5%	Shares	Sole	2025-11-14
2025-06-30	$125,123,027	171,078	+6.9%	Shares	Sole	2025-08-14
2025-03-31	$92,789,840	159,988	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$92,032,426	155,539	+86.8%	Shares	Sole	2025-02-12
2024-09-30	$76,959,078	83,244	-2.4%	Shares	Sole	2024-11-15
2024-06-30	$70,093,412	85,305	-2.8%	Shares	Sole	2024-08-14
2024-03-31	$59,440,217	87,745	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$55,333,913	87,723	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$41,046,390	88,845	+55.7%	Shares	Sole	2023-11-14
2023-06-30	$30,833,087	57,074	+151.4%	Shares	Sole	2023-08-14
2023-03-31	$11,365,261	22,706	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$8,013,509	22,662	+8.1%	Shares	Sole	2023-02-15
2022-09-30	$7,615,773	20,957	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.