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What smart money is saying about Monolithic Power Systems, Inc.United States flag

MPWR · Technology · Semiconductors · Market cap $75.56B

3 funds in our archive have pitched Monolithic Power Systems, Inc. — most recently Baron Durable Advantage Fund in March 2026.

Company profile

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.

Fund coverage · 3 theses

  • Baron Durable Advantage Fund
    March 2026

    Monolithic Power Systems is a leading power management chip company benefiting from AI data center redesigns and automotive electrification.

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  • Baron Fifth Avenue Growth Fund
    December 2025

    Monolithic Power Systems designs leading power management semiconductors poised to benefit from surging AI data center power density and automotive electrification.

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  • Alger Mid Cap Growth Fund
    December 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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