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What smart money is saying about Monolithic Power SystemsUnited States flag

MPWR · Technology · Semiconductors · Market cap $63.29B

4 funds in our archive have pitched Monolithic Power Systems — most recently Guinness Global Quality Mid Cap Fund in June 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.

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3
Reported positions
0
Bought
1
Sold
6
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Monolithic Power Systems1 trimmed or exited.

Fund letters reporting a position in Monolithic Power Systems, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262011
Q1 20261001
Q4 20250001
Q4 20240001

Fund activity · 3 positions · 1 move

  • HoldsGuinness Global Quality Mid Cap Fund
    June 2026
    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.
    Read the letterMonolithic Power Systems
  • TrimmedBaron SMID Cap ETF
    June 2026

    Listed in Baron SMID Cap ETF’s reported holdings.

    Read the letterMonolithic Power Systems
  • HoldsBrown Advisory Large‑Cap Sustainable Growth
    March 2026
    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.
    Read the letterMonolithic Power Systems

Fund coverage · 4 theses

  • Guinness Global Quality Mid Cap Fund
    June 2026

    Monolithic Power Systems provides focused, margin-accretive exposure to AI-driven power management and power bottlenecks.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis

Read every full thesis on Monolithic Power Systems

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