Stanley-Laman Group, Ltd. has announced a new position in Monolithic energy systems (Mpwr +0.32%) as of the October 22, 2025 SEC filing, with an estimated trading value of $8.50 million.
What happened
According to a recent SEC filing dated October 22, 2025, Stanley-Laman Group, Ltd. acquired an interest in Monolithic Power Systems in the third quarter. The fund acquired 9,235 shares, with an estimated transaction value of $8.50 million. This is the fund’s first reported position in the company for the period ending September 30, 2025.
What else you need to know
This was a new feature; the stake represents 1.21% of the fund’s 13F reportable assets under management.
Top positions after filing:
- NASDAQ:MSFT: $20.93 million (3.0% of assets under management) as of September 30, 2025
- NASDAQ:GOOGL: $17.80 million (2.5% of assets under management) as of September 30, 2025
- NASDAQ:AMZN: $15.06 million (2.2% of assets under management) as of September 30, 2025
- NASDAQ:NVDA: $13.77 million (2.0% of assets under management) as of September 30, 2025
On October 21, 2025, shares were priced at $1,028.67, up 16.46% over the past year; shares have underperformed the S&P500 over the past year by 1.61 percentage points.
Company overview
| Metric | Value |
|---|---|
| Price (from market closing 21-10-2025) | $1,028.67 |
| Yield (TTM) | $2.54 billion |
| Net income (TTM) | $1.86 billion |
| Dividend yield | 0.60% |
Business snapshot
Monolithic Power Systems Incorporated provides power electronics solutions for a wide range of end markets. The company’s focus on integrated power management ICs enables a strong positioning in industries with growing demand for energy-efficient electronics.
The company designs and sells semiconductor-based power electronics solutions, including DC-DC integrated circuits and lighting control ICs, for computer, automotive, industrial, communications and consumer markets. It generates revenue from the direct sales and distribution of proprietary power management ICs and related products.
Monolithic Power Systems’ key customers include original equipment manufacturers, original design manufacturers, electronic manufacturing service providers and value-added resellers worldwide, with a significant presence in Asia, North America and Europe.
Take foolishly
In the three months ended September 30, 2025, Stanley-Laman Group, a Pennsylvania-based consulting firm, acquired more than $8.5 million worth of shares of Monolithic Power Systems. Investors should take note of this purchase as it represents growing institutional support for a stock and sector on the rise.
Monolithic Power produces semiconductor-based power electronics solutions needed in the artificial intelligence (AI), automotive and consumer electronics industries. Clearly, with the AI ecosystem red hot, demand for the company’s products is high.
In its most recent quarter (for the three months ending June 30, 2025), the company announced 31% revenue growth. Operating income for the quarter improved to $165 million, compared to $117 million in the same period a year ago.
As Stanley-Laman takes this new position, average investors should take note: Institutional investors are expressing confidence in Monolithic Power ahead of the scheduled third quarter earnings release on October 30, 2025.
Granted, shares are already up nearly 83% this year, and a bad earnings report could mean short-term trouble for the stock. Nevertheless, retail investors may want to keep a close eye on this stock.
Glossary
Assets under management (AUM): The total market value of investments managed by a fund or investment firm.
13F Reportable assets: US stocks that investment managers must disclose to the SEC every quarter if they exceed a certain threshold.
Stake: The amount of ownership or investment that a fund or individual holds in a particular company.
Property: Refers to products or technologies that are owned and operated by a specific company and are not available to competitors.
Original equipment manufacturer (OEM): A company that produces parts or equipment used in another company’s finished products.
Original Design Manufacturer (ODM): A company that designs and produces products that are ultimately offered for sale by another company.
Electronic manufacturing service provider: A company that designs, produces, tests and distributes electronic components for other companies.
Reseller with added value: A company that adds features or services to an existing product and resells it as an integrated offering.
Integrated circuit (IC): A small electronic device made of semiconductor material that contains many miniaturized components.
Power management IC: A type of integrated circuit designed to manage the power requirements of electronic devices.
Dividend yield: A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.
TTM: The twelve-month period ending with the most recent quarterly report.
