ZEVENBERGEN CAPITAL INVESTMENTS LLC MPWR — Monolithic Power Systems, Inc.

Ownership history in ZEVENBERGEN CAPITAL INVESTMENTS LLC  ·  44 quarters on record

AI Ownership Summary

ZEVENBERGEN CAPITAL INVESTMENTS LLC reported Monolithic Power Systems, Inc. (MPWR) in 44 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.57% in 2026 Q1. The latest visible filing shows MPWR at 2.48% 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 ZEVENBERGEN CAPITAL INVESTMENTS LLC's position in Monolithic Power Systems, Inc., 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
2026 Q2

MPWR was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

MPWR stock page ZEVENBERGEN CAPITAL INVESTMENTS LLC fund profile ZEVENBERGEN CAPITAL INVESTMENTS LLC full holdings
How ZEVENBERGEN CAPITAL INVESTMENTS LLC held MPWR — position size vs. price
% of Fund (quarterly)    MPWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 78,604 -3,307 -4.0% 2.48% $108.7M 2026-07-16 $1305.65
2026 Q1 ADDED — — — 81,911 +533 +0.7% 2.57% $89.6M 2026-04-09 $1332.18
2025 Q4 ADDED — — — 81,378 +6,710 +9.0% 1.64% $73.8M 2026-01-15 $1005.99
2025 Q3 ADDED — — — 74,668 +32,240 +76.0% 1.34% $68.7M 2025-10-09 $974.16
2025 Q2 REDUCED — — — 42,428 -255 -0.6% 0.61% $31.0M 2025-07-07 $736.02
2025 Q1 REDUCED — — — 42,683 -230 -0.5% 0.60% $24.8M 2025-05-12 $702.81
2024 Q4 REDUCED — — — 42,913 -10 -0.0% 0.52% $25.4M 2025-02-11 $690.84
2024 Q3 REDUCED 17.4% -34.7% ✅ 42,923 -9,055 -17.4% 0.83% $39.7M 2024-11-12 $635.23
2024 Q2 REDUCED — — — 51,978 -890 -1.7% 0.91% $42.7M 2024-08-13 $854.71
2024 Q1 REDUCED — — — 52,868 -250 -0.5% 0.76% $35.8M 2024-05-07 $690.55
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MPWR

As of 2026 Q2 — sorted by position size

Pembroke Management, LTD 3Y 7Y 5.76% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 3.12% Left Brain Wealth Management, LLC 3Y 3.12% Robeco Schweiz AG 3Y 7Y 2.13% Worthington Financial Partners, LLC 1.85% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 1.77% EULAV Asset Management 3Y 7Y 1.44% GKV Capital Management Co., Inc. 1.36% Forty-three Eighteen Advisors, LLC 1.36% COOKSON PEIRCE & CO INC 3Y 7Y 1.34%

FAQ About ZEVENBERGEN CAPITAL INVESTMENTS LLC and MPWR

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

How long has ZEVENBERGEN CAPITAL INVESTMENTS LLC reported owning MPWR?

ZEVENBERGEN CAPITAL INVESTMENTS LLC reported MPWR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MPWR position in ZEVENBERGEN CAPITAL INVESTMENTS LLC's portfolio?

The largest reported portfolio weight for MPWR was 2.57% in 2026 Q1.

What is the latest reported MPWR position on this page?

The most recent filing on this page is 2026 Q2, when ZEVENBERGEN CAPITAL INVESTMENTS LLC reported 78,604 shares, equal to 2.48% of portfolio, with an estimated market value of $108.7M.

What does the chart on this MPWR ownership page compare?

The chart compares ZEVENBERGEN CAPITAL INVESTMENTS LLC'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.

How well did ZEVENBERGEN CAPITAL INVESTMENTS LLC time their MPWR position?

Based on 13F filing dates vs. subsequent MPWR price moves, ZEVENBERGEN CAPITAL INVESTMENTS LLC correctly timed 17 out of 43 reported position changes (40%). The annualised alpha on MPWR relative to SPY over the holding period was +16.6%.

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