MPWR
Monolithic Power Systems, Inc. · Technology · Semiconductors
动量输入(同类管理人):
持有人广度 +15.4% ·
股份流向 +2.6% ·
净新建仓位 +13.3%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 15.89K | $7.81M | +1 | n/a |
| Q2 2026 | 164 | +5 | 38.02M | $52.44B | +8 | −4 |
| Q1 2026 | 163 | +3 | 37.39M | $40.78B | +6 | −4 |
| Q4 2025 | 159 | 0 | 43.73M | $37.89B | +3 | −2 |
| Q3 2025 | 18 | +1 | 24.30M | $22.37B | +2 | −2 |
| Q2 2025 | 15 | -3 | 21.56M | $15.77B | n/a | −3 |
| Q1 2025 | 15 | +2 | 7.50M | $4.35B | +2 | n/a |
| Q4 2024 | 13 | +2 | 7.31M | $4.33B | +2 | n/a |
| Q3 2024 | 10 | -2 | 4.86M | $4.49B | n/a | −2 |
| Q2 2024 | 12 | n/a | 4.81M | $3.95B | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 2.12M | -2.0% | $1.23B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 2.03M | +33.1% | $1.18B | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (被动) | 1.41M | +3.0% | $814.38M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 761.91K | -10.7% | $441.89M | 0.1% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | Norges Bank ✦ (被动) | 594.32K | -28.8% | $344.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Coatue Management ✦ | 193.43K | 新增 | $112.19M | 0.5% | New | 1 | SEC ↗ ×3 |
| 7 | Millennium Management ✦ | 148.50K | +19.2% | $86.13M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 116.10K | +24.0% | $67.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 73.24K | -17.4% | $41.36M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 10 | Marshall Wace ✦ | 18.16K | -82.7% | $10.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Gotham Asset Management ✦ | 16.36K | +6.4% | $9.49M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 13.03K | +1596.7% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 7.28K | -40.9% | $4.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 3.28K | 新增 | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 775 | -99.4% | $449,485 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Coatue Management | $112.19M | 0.5% |
| Bridgewater Associates | $1.90M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,109 持有人, 45.61M 股份, $45.88B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 130 股 · $176,402
Officer, Director · 596 股 · $788,693
Officer, Director · 2.12K 股 · $2.82M
Officer, Director · 1.11K 股 · $1.48M
Officer, Director · 2.95K 股 · $3.95M
Officer, Director · 5.78K 股 · $7.77M
Officer, Director · 6.34K 股 · $8.54M
Officer, Director · 10.97K 股 · $14.82M
Officer · 32 股 · $41,527
Director · 50 股 · $64,078
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论