Letters by company
Monolithic Power Systems INC
4 letters discussing MPWR. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Artisan Global Discovery Fund reduced AI-infrastructure exposure by exiting Modine Manufacturing and Monolithic Power Systems, while concentrating capital in Lattice Semiconductor, Entegris and SiTime. The portfolio initiated Manhattan Associates, Okta and Clean Harbors, added to Twilio, West Pharmaceutical and RBC Bearings, and favored company-specific profit cycles amid higher rates, commodity costs and AI spending uncertainty. Q3 2026 CGNX $9.6BCLH $17BCOMP $7.5B
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund favored company-specific profit cycles, adding to Lattice Semiconductor, Robinhood, Compass and Twilio while initiating Manhattan Associates, Okta and Clean Harbors. The portfolio exited Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals, and reduced AI-infrastructure exposure in favor of higher-conviction franchises and selective vertical software holdings. Q3 2026 CLH $17BCOMP $7.5BFTAI $16B
- Artisan Partners Quarterly Commentary, Artisan Mid Cap Fund Artisan Mid Cap Fund added L3Harris, Astera Labs and Carvana, seeking exposure to missile defense, data-center connectivity and scaled online used-car retailing. It exited Veeva, Snowflake and Ferguson on competitive, AI-related or valuation concerns, while trimming Coherent, iRhythm and MACOM under its valuation discipline. Q4 2025 ALAB $50BARGNF $55BASND $16B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Artisan Global Discovery Fund added to Sea, Spotify, Baker Hughes and ServiceTitan after share-price weakness, while trimming Coherent, Babcock, iRhythm and MACOM on valuation discipline. The fund initiated Texas Roadhouse, TopBuild and SailPoint, and exited Nemetschek and Samsara as near-term growth prospects and catalysts weakened. Q4 2025 0A3T ALAB $50BARGNF $55B
