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$MPWR:NASDAQ · MONOLITHIC PWR SYS INC COM

Sector: aisemi

Conviction from: NASDAQS&PCitrini

Monolithic Power Systems designs high-performance analog and mixed-signal power-management semiconductors and integrated circuits used in computing, automotive, industrial, communications, and consumer electronics.

2 tracked filer(s) hold this · 0 opened, 2 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 48. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Bridgewater55Added +316%11,942$13,056,7860.1%
Ancora42Added +13%34$37,1740.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

5 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-06-05Byron Donalds FL19SELL$1,001 - $15,000PTR
2026-06-05Byron Donalds FL19SELL$1,001 - $15,000PTR
2026-02-04Markwayne Mullin senateBUY$15,001 - $50,000PTR
2026-01-05Markwayne Mullin senateBUY$15,001 - $50,000PTR
2026-01-05Markwayne Mullin senateBUY$15,001 - $50,000PTR

Trump & executive branch trades all Trump/exec trades →

9 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentSELL$250,001 - $500,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 2 mention(s), 0 personal-position post(s) · first 2025-12-05 · last 2025-12-05

“As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% $AVGO Calls · 2.5% $WLAC · 2.5% $MPWR · 2.5% $CIFR · 2.5% $IREN · 2.5% $TE · 2.5% $FLNC Just how I'd do it, 1.3X margin…” post →

All 2 tweet(s) mentioning this ticker
DateTweet
2025-12-05I've actually posted a breakdown + talked about each individual stock up there before if you follow what I normally post. This is just a consolidated list from history. For example I posted a deeper dive on TPU v7 ironwood supply chain not too long ago ( $COHR, $AMKR, $LITE, $MPWR). And I post DD … → · 10 likes · 2,237 views
2025-12-05As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% $AVGO Calls · 2.5% $… → · 272 likes · 63,839 views

Citrini Research coverage report library →

ReportDateStance
#123 — Semis Memo: Supply Chain Inheritance2026-05-01LONG
#112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade?2025-11-27LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.