Ownership history in EULAV Asset Management Β· 20 quarters on record
This page tracks every 13F SEC filing in which EULAV Asset Management reported a position in MONOLITHIC PWR SYS INC (MPWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EULAV Asset Management outperformed the S&P 500 by +15.9% annually on this MPWR position. Timing score: 57% (8/14 decisions correct). Average cost basis: $571.08. Maximum drawdown during holding period: β37.0%.
π₯ Exceptional β beat the S&P 500 by 15.9% per year on this position.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $269.28 (2020 Q3) Β· Worst: $914.99 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 3 trims. Bought during 3 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π EULAV Asset Management has been actively increasing its MPWR allocation β a bullish signal from insiders.
Currently 1.88% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size