Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Monolithic Power Systems, Inc. (MPWR)
← All MPWR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,707 0.64 Reduce 12.76% 0.08 $926.18–1,256.22 · VW $1,108.89i $4,053,048 SEC
2025   Q4 4,249 0.59 Add 7.38% 0.04 $833.18–1,123.38 · VW $958.57i $3,851,124 SEC
2025   Q3 3,957 0.51 Add 29.57% 0.12 $686.87–938.04 · VW $803.39i $3,642,972 SEC
2025   Q2 3,054 0.32 Add 0.07% <0.01 $438.86–755.00 · VW $617.11i $2,233,635 SEC
2025   Q1 3,052 0.26 Reduce 2.43% <0.01 $554.02–723.99 · VW $624.89i $1,770,099 SEC
2024   Q4 3,128 0.27 Reduce 7.76% 0.03 $546.71–954.00 · VW $668.91i $1,850,838 SEC
2024   Q3 3,391 0.44 Add 1.77% <0.01 $729.59–959.64 · VW $867.67i $3,134,980 SEC
2024   Q2 3,332 0.41 Reduce 2.17% <0.01 $584.95–856.30 · VW $718.70i $2,737,838 SEC
2024   Q1 3,406 0.35 Add 0.83% <0.01 $561.08–778.15 · VW $668.12i $2,307,293 SEC
2023   Q4 3,378 0.34 Add 1.99% <0.01 $392.10–647.12 · VW $513.23i $2,130,775 SEC
2023   Q3 3,312 0.27 Add 2.35% <0.01 $437.46–595.98 · VW $517.85i $1,530,144 SEC
2023   Q2 3,236 0.30 Add 0.62% <0.01 $383.19–553.64 · VW $488.24i $1,748,184 SEC
2023   Q1 3,216 0.29 Add 0.22% <0.01 $339.28–530.65 · VW $460.74i $1,609,737 SEC
2022   Q4 3,209 0.20 Reduce 2.61% <0.01 $301.69–416.14 · VW $362.23i $1,134,734 SEC
2022   Q3 3,295 0.24 Reduce 2.28% <0.01 $348.02–541.39 · VW $431.35i $1,197,000 SEC
2022   Q2 3,372 0.25 Add 0.24% <0.01 $376.00–489.86 · VW $425.08i $1,295,000 SEC
2022   Q1 3,364 0.26 Add 3.57% <0.01 $351.21–514.70 · VW $442.03i $1,634,000 SEC
2021   Q4 3,248 0.24 Reduce 30.06% 0.10 $459.11–580.00 · VW $523.37i $1,602,000 SEC
2021   Q3 4,644 0.34 Add 0.39% <0.01 $363.45–521.67 · VW $461.75i $2,251,000 SEC
2021   Q2 4,626 0.25 Add 0.76% <0.01 $301.53–395.89 · VW $354.89i $1,728,000 SEC
2021   Q1 4,591 0.25 Add 1.28% <0.01 $301.51–406.75 · VW $365.97i $1,622,000 SEC
2020   Q4 4,533 0.27 Reduce 12.51% 0.03 $271.73–367.05 · VW $327.84i $1,660,000 SEC
2020   Q3 5,181 0.27 Reduce 21.37% 0.06 $232.49–284.50 · VW $264.20i $1,449,000 SEC
2020   Q2 6,589 0.29 Reduce 13.77% 0.04 $151.02–238.94 · VW $206.46i $1,562,000 SEC
2020   Q1 7,641 0.28 Add 4.20% 0.01 $130.12–193.10 · VW $165.67i $1,280,000 SEC
2019   Q4 7,333 0.22 Add 10.35% 0.02 $131.13–183.46 · VW $155.46i $1,305,000 SEC
2019   Q3 6,645 0.11 $155.61 $1,034,000 SEC
2019   Q2 6,645 0.09 Reduce 0.87% <0.01 $114.84–161.22 · VW $135.96i $902,000 SEC
2019   Q1 6,703 0.10 Add 2.63% <0.01 $107.45–145.69 · VW $130.07i $908,000 SEC
2018   Q4 6,531 0.09 Buy 0.09 $101.99–137.86 · VW $120.08i $759,000 SEC
Price snapshot:
Current price$1,291.38
Avg. buy price$387.88
+/- since buy232.93%
52-week low$682.10
52-week high$1,711.48