MPWR β€” MONOLITHIC PWR SYS INC COM

Ownership history in DF DENT & CO INC  Β·  14 quarters on record

AI Ownership Summary

DF DENT & CO INC reported MONOLITHIC PWR SYS INC COM (MPWR) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.78% in 2025 Q3. The latest visible filing shows MPWR at 1.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MPWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in MONOLITHIC PWR SYS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MPWR was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DF DENT & CO INC held MPWR β€” position size vs. price
% of Fund (quarterly)    MPWR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 127,277 -22,453 -15.0% 1.66% $115.4M 2026-02-14 (Est.) $1171.47
2025 Q3 REDUCED 149,730 -21,348 -12.5% 1.78% $137.8M 2025-11-14 $918.64
2025 Q2 ADDED 171,078 +11,090 +6.9% 1.59% $125.1M 2025-08-14 $845.89
2025 Q1 ADDED 159,988 +4,449 +2.9% 1.24% $92.8M 2025-05-15 $706.37
2024 Q4 ADDED 155,539 +72,295 +86.8% 1.17% $92.0M 2025-02-12 $693.70
2024 Q3 REDUCED 83,244 -2,061 -2.4% 0.94% $77.0M 2024-11-15 $567.48
2024 Q2 REDUCED 85,305 -2,440 -2.8% 0.91% $70.1M 2024-08-14 $852.59
2024 Q1 ADDED 87,745 +22 +0.0% 0.73% $59.4M 2024-05-15 $731.59
2023 Q4 REDUCED 87,723 -1,122 -1.3% 0.73% $55.3M 2024-02-14 $734.00
2023 Q3 ADDED 88,845 +31,771 +55.7% 0.60% $41.0M 2023-11-14 $526.61
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DF DENT & CO INC and MPWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning MPWR?

DF DENT & CO INC reported MPWR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MPWR position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for MPWR was 1.78% in 2025 Q3.

What is the latest reported MPWR position on this page?

The most recent filing on this page is 2025 Q4, when DF DENT & CO INC reported 127,277 shares, equal to 1.66% of portfolio, with an estimated market value of $115.4M.

What does the chart on this MPWR ownership page compare?

The chart compares DF DENT & CO INC's quarterly MPWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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