What is the 13F Pro Quality Score for MPWR?

13F Pro ranks MONOLITHIC POWER SYSTEMS, INC. (MPWR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MPWR's current score at https://13fpro.ai/company/MPWR (free sign-up required for the full ranking).

Which hedge funds own the most MPWR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MPWR include BlackRock,, FMR, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/MPWR as soon as new 13F filings post.

Where does 13F Pro source MPWR data?

All MONOLITHIC POWER SYSTEMS, INC. fundamentals and ownership data come directly from SEC EDGAR. MONOLITHIC POWER SYSTEMS, INC. files with the SEC under CIK 1280452. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MPWR in?

MONOLITHIC POWER SYSTEMS, INC. (MPWR) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What are MPWR's largest expenses?

MONOLITHIC POWER SYSTEMS, INC.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($439.6M, 44.8% of revenue vs 44.9%); Research and development ($118.6M, 12.1% of revenue vs 14.5%); Selling, general and administrative ($118.6M, 12.1% of revenue vs 15.8%). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is MPWR research updated on 13F Pro?

MPWR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MONOLITHIC POWER SYSTEMS, INC.(MPWR)Stock Analysis

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13F Pro Quality Score

73.3/100

Rank #137 of 2,961 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

88.5/100

Profitability

78.5/100

Balance Sheet

95.6/100

Earnings Quality

40.7/100

Free Cash Flow

70.0/100

Institutional Flow

76.7/100

Revenue Scale

71.2/100

Dilution Risk

18.8/100

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Why MPWR Scores 73/100

exact factor attribution · 2026-09-11

MPWR's composite is driven by revenue growth and capital efficiency, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.7 pts

89th pct

Capital efficiency

+4.6 pts

96th pct

Profitability

+4.3 pts

79th pct

Scale

+3.2 pts

71th pct

Free cash flow

+3.0 pts

70th pct

Earnings growth

+1.7 pts

84th pct

Institutional flow

+1.3 pts

77th pct

Earnings quality

-0.9 pts

41th pct

Shareholder dilution

-1.6 pts

19th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MPWR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MONOLITHIC POWER SYSTEMS, INC. (MPWR), a Technology sector company. 13F Pro's AI-powered ranking engine scores MPWR at 73.3/100 on a 32-signal composite quality model, placing it at rank #137 of 2,961 stocks — the top 5% of the AI-ranked universe. MPWR scores in the top quartile across balance sheet strength (95.6), revenue growth (88.5), profitability (78.5). Shareholder dilution risk is elevated at 18.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MONOLITHIC POWER SYSTEMS, INC. reports quarterly revenue of $980.6M, net income of $257.3M, an operating margin of 31.0%. Top institutional holders of MPWR by reported 13-F value include BlackRock, FMR, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MPWR trades on the Nasdaq exchange and files with the SEC under CIK 1280452. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MPWR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MONOLITHIC POWER SYSTEMS, INC. directly from SEC EDGAR. MONOLITHIC POWER SYSTEMS, INC.'s 13F Pro composite quality score has ranged between 69 and 83 since 2021, currently 73.3 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about MONOLITHIC POWER SYSTEMS INC

Quirks, history, and lore behind MPWR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. semiconductor company · mid-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue in the range of $2 billion, with operating margins that make larger chipmakers jealous — consistently among the most profitable fabless designers in its niche.
3
The History
Founded in 1997 by engineers who saw a gap in the market for high-efficiency power management ICs — the unglamorous chips that make sure your gadget doesn't catch fire or die in ten minutes.
4
The Secret
Its silicon quietly lives inside data center servers, electric vehicles, and industrial equipment — anywhere engineers need to squeeze every last watt out of a power supply.
5
The Lore
Wall Street has repeatedly been stunned by its premium valuation — it has traded at P/E multiples more befitting a software firm, simply because its gross margins and growth keep proving the skeptics wrong.
6
The Giveaway
The name literally tells you what it does: it makes power management chips — and it does so in a way the company describes as monolithic, integrating everything onto a single piece of silicon.

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What's Driving MPWR's Business? Latest 10-Q Breakdown

✓ 41/41 datapoints verified

AI-extracted from MONOLITHIC POWER SYSTEMS, INC.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 47.6% YoY to $980.6 million as enterprise data revenue jumped 164.3% to $380.6 million on AI and server power management demand.

Biggest Revenue Drivers

Enterprise Data$380.6M+164.3% YoY

Higher sales of power management solutions for artificial intelligence (AI) and server applications

Storage and Computing$199.8M+2.3% YoY

Biggest Revenue Drivers

Total revenue: $980.6M+47.6% YoY

Enterprise Data$380.6M+164.3% YoY

Higher sales of power management solutions for artificial intelligence (AI) and server applications

Storage and Computing$199.8M+2.3% YoY

Automotive$157.1M+8.2% YoY

Higher sales of applications supporting infotainment and lighting systems

Communications$131.6M+78.3% YoY

Higher sales of power solutions for optical modules and switches

Consumer$56.8M-4.8% YoY

Largest Expense Items

Cost of revenue$439.6M44.8% of revenue vs 44.9%

$141.0 million increase primarily driven by higher shipment volume and product mix

Research and development$118.6M12.1% of revenue vs 14.5%

$22.3 million increase from $11.2M higher cash compensation and $6.6M more new product development expense

Selling, general and administrative$118.6M12.1% of revenue vs 15.8%

$13.6 million increase from $11.5M cash compensation and $5.7M legal expenses, offset by $6.8M lower stock-based compensation

Margins: Gross margin was 55.2% versus 55.1% a year ago, essentially flat as higher shipment volume and product mix drove cost of revenue. Operating margin expanded to 31.0% from 24.8% on operating leverage.

Watch Items from the Filing

Material weakness in internal control over deferred income tax accounting remains unremediated as of June 30, 2026; disclosure controls deemed not effective.
Distributor concentration: Distributor A 28% of revenue, Distributor B 15%, Distributor D 10%; 88% of sales made through distribution arrangements.
Geographic concentration: China $502.0 million and Taiwan $260.5 million of quarterly revenue; 94% of revenue from direct customers in Asia versus 93% a year ago.
Securities class action (W.D. Wash.) plus consolidated shareholder derivative suits seek unspecified damages; legal expenses rose $5.7 million in the quarter.
Unconditional purchase commitments total $571.0 million, of which $542.1 million is due within a year; inventories grew to $675.8 million from $564.6 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$980.6M

Net Income

Q2 2026

$257.3M

Free Cash Flow

Q2 2026

$145.5M

Operating Margin

Q2 2026

31.0%

ROIC

Q2 2026

31.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+26.4% YoY

$2.79BFY 2025

FY22 $1.79BFY23 $1.82BFY24 $2.21BFY25 $2.79B

Net Income

-61.0% YoY

$621.5MFY 2025

FY22 $437.7MFY23 $427.4MFY24 $1.59BFY25 $621.5M

Operating Income

+35.1% YoY

$728.6MFY 2025

FY22 $526.8MFY23 $481.7MFY24 $539.4MFY25 $728.6M

EPS (Diluted)

-60.6% YoY

$12.86FY 2025

FY22 $9.05FY23 $8.76FY24 $32.60FY25 $12.86

Total Assets

+16.0% YoY

$4.19BFY 2025

FY22 $2.06BFY23 $2.43BFY24 $3.62BFY25 $4.19B

Op. Cash Flow

+6.3% YoY

$838.2MFY 2025

FY22 $246.7MFY23 $638.2MFY24 $788.4MFY25 $838.2M

Free Cash Flow

+3.7% YoY

$666.2MFY 2025

FY22 $187.8MFY23 $580.6MFY24 $642.3MFY25 $666.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.79B +26.4%	$2.21B +21.2%	$1.82B +1.5%	$1.79B +48.5%	$1.21B +43.0%	$844.5M
Net Income	$621.5M -61.0%	$1.59B +272.5%	$427.4M -2.4%	$437.7M +80.8%	$242.0M +47.2%	$164.4M
Operating Income	$728.6M +35.1%	$539.4M +12.0%	$481.7M -8.6%	$526.8M +100.7%	$262.4M +65.2%	$158.9M
EPS (Diluted)	$12.86 -60.6%	$32.60 +272.1%	$8.76 -3.2%	$9.05 +79.2%	$5.05 +44.3%	$3.50
Total Assets	$4.19B +16.0%	$3.62B +48.6%	$2.43B +18.2%	$2.06B +29.8%	$1.59B +31.2%	$1.21B
Operating Cash Flow	$838.2M +6.3%	$788.4M +23.5%	$638.2M +158.7%	$246.7M -22.9%	$320.0M +19.5%	$267.8M
Free Cash Flow	$666.2M +3.7%	$642.3M +10.6%	$580.6M +209.1%	$187.8M -16.7%	$225.6M +6.3%	$212.2M

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Available Research

13F Pro tracks comprehensive data for MONOLITHIC POWER SYSTEMS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MPWR

BlackRock, Inc.
$7.7B5,589,925 sh
FMR LLC
$7.2B5,177,258 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.3B3,126,756 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.5B2,504,858 sh
Invesco Ltd.
$3.2B2,343,930 sh
STATE STREET CORP
$3.2B2,282,186 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.6B1,195,281 sh
PRICE T ROWE ASSOCIATES INC /MD/
$1.4B976,798 sh
FRANKLIN RESOURCES INC
$1.1B811,974 sh
GOLDMAN SACHS GROUP INC
$1.1B780,650 sh

Fund	Value	Shares
BlackRock, Inc.	$7.7B	5,589,925
FMR LLC	$7.2B	5,177,258
VANGUARD CAPITAL MANAGEMENT LLC	$4.3B	3,126,756
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.5B	2,504,858
Invesco Ltd.	$3.2B	2,343,930
STATE STREET CORP	$3.2B	2,282,186
GEODE CAPITAL MANAGEMENT, LLC	$1.6B	1,195,281
PRICE T ROWE ASSOCIATES INC /MD/	$1.4B	976,798
FRANKLIN RESOURCES INC	$1.1B	811,974
GOLDMAN SACHS GROUP INC	$1.1B	780,650

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Is MPWR a good stock to buy?

13F Pro's AI-powered analysis of MONOLITHIC POWER SYSTEMS, INC. (MPWR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MPWR are available on the MPWR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MPWR is classified as a large company.

Which hedge funds own MPWR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MPWR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MONOLITHIC POWER SYSTEMS, INC.'s investment landscape.