What smart money is saying about Monolithic Power Systems
5 funds in our archive have pitched Monolithic Power Systems — most recently Guinness Global Quality Mid Cap Fund in June 2026.
Monolithic Power Systems, Inc. specializes in the creation, promotion, and sale of advanced semiconductor components for power management. Their innovative solutions cater to a broad spectrum of industries, including information technology, data storage, automotive, industrial applications, telecommunications, and consumer electronics. A core offering consists of direct current (DC) to DC integrated circuits (ICs), which are vital for regulating and transforming electrical voltages in diverse systems such as portable gadgets, wireless local area network access points, personal computers, displays, car entertainment systems, and medical devices. Additionally, they provide integrated circuits specifically designed for lighting control, essential for illuminating liquid crystal display (LCD) panels in laptops, monitors, vehicle navigation systems, and televisions, alongside general illumination products. The company reaches its clientele, which includes major equipment manufacturers, design firms, and electronics assembly providers, as well as other customers, through both direct sales and an extensive network of distributors and resellers across key global regions like China, Taiwan, Europe, South Korea, Southeast Asia, Japan, the United States, and beyond. Founded in 1997, the company's headquarters are situated in Kirkland, Washington.
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Position history
Between Q4 2024 and Q3 2026, 7 fund letters reported a position in Monolithic Power Systems — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 4 | 0 | 3 | 2 |
| Q1 2026 | 2 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 7 positions · 3 moves
- HoldsBlueBox Global Technology FundAugust 2026
Listed in BlueBox Global Technology Fund’s reported holdings.
Monolithic Power Systems - June 2026
“Monolithic Power Systems: charging ahead of Texas Instruments in power management. Texas Instruments, credited with inventing the integrated circuit, is a global semiconductor leader and the dominant supplier of analogue chips – devices that convert real-world signals such as sound, temperature or power into digital data. These chips are essential in automotive, industrial and data centre applications, and their importance continues to rise as the need to sense, manage and digitise data expands. Where Texas Instruments offers breadth across the analogue market, Monolithic Power Systems (MPS) offers a more focused play on the fastest-growing corner: power management for AI servers, EV powertrains and advanced industrial systems.”
Monolithic Power Systems - TrimmedBaron SMID Cap ETFJune 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Monolithic Power Systems - TrimmedBaron Durable Advantage FundJune 2026
Listed in Baron Durable Advantage Fund’s reported holdings.
Monolithic Power Systems - June 2026
Listed in Baron Durable Advantage Strategy’s reported holdings.
Monolithic Power Systems - March 2026
“Despite the broad sell-off among large-cap growth stocks during the first quarter, three portfolio holdings demonstrated double-digit price appreciation – all within the semiconductor area. Consensus spend expectations for data center infrastructure continue to expand rapidly, particularly among the hyperscalers. During the first quarter of 2026, consensus estimates for 2026 and 2027 capital expenditures among Amazon (AMZN), Microsoft (MSFT), Meta (META), Alphabet (GOOGL) and Oracle(ORCL) cumulatively increased by 25% and 23% respectively, largely to support data center demand – inclusive of chips and related equipment. Taiwan Semiconductor Manufacturing Co (TSM), one of the world’s leading contract chip manufacturers and our largest active weight in the portfolio, saw both its 2026 and 2027 consensus EPS estimates climb by 15% during the first quarter driven by favorable management guidance and fundamental strength in its business. Marvell Technology (MRVL), which designs chips focused on data infrastructure including networking, data centers and custom silicon, also experienced meaningful positive revisions to 2026 and 2027 EPS consensus estimates on the back of management’s favorable outlook. In addition, at the end of the first quarter NVIDIA (NVDA) announced a $2 billion investment in the company, along with a strategic partnership focused on AI infrastructure, validating Marvell Technology’s role in next-gen AI data centers. Lastly, Monolithic Power Systems Inc (MPWR), which designs power management semiconductors that regulate and deliver electricity efficiently, experienced a roughly 5% increase in both 2026 and 2027 EPS consensus estimates during the first quarter, as a function of increasing visibility and backlog length.”
Monolithic Power Systems - March 2026
“Among the wide variety of Information Technology companies, we prefer critical systems providers, specialized component designers, systems that improve client productivity or efficiency, and others that are growing their share of corporate IT budgets. Monolithic Power Systems Inc. provides semiconductor-based power electronics solutions to direct current as well as convert and control voltages for electronic systems.”
Monolithic Power Systems
Also mentioned · 1
These funds discuss Monolithic Power Systems — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“Monolithic Power Systems Inc. provides semiconductor-based power electronics solutions to direct current as well as convert and control voltages for electronic systems.”
Monolithic Power Systems
Fund coverage · 5 theses
- Guinness Global Quality Mid Cap FundJune 2026
Monolithic Power Systems provides focused, margin-accretive exposure to AI-driven power management and power bottlenecks.
Read the full thesis - Baron Durable Advantage FundJune 2026
Monolithic Power Systems, Inc. benefits from AI server power demand, sticky design wins, and a durable competitive position.
Read the full thesis - Baron Durable Advantage FundMarch 2026
Monolithic Power Systems is a leading power management chip company benefiting from AI data center redesigns and automotive electrification.
Read the full thesis - Baron Fifth Avenue Growth FundDecember 2025
Monolithic Power Systems designs leading power management semiconductors poised to benefit from surging AI data center power density and automotive electrification.
Read the full thesis - Alger Mid Cap Growth FundDecember 2024
Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.
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