Strong Results Boosted Monolithic Power Systems (MPWR) in Q3

Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - Monolithic Power Systems, Inc. (NASDAQ:MPWR) is highlighted as a key investment, showing a one-month return of 5.52% and a 52-week gain of 50.57% [2] - The company achieved record revenue of $737.2 million in Q3 2025, marking a 10.9% increase from Q2 2025 and an 18.9% increase from Q3 2024 [4] Investment Strategy - The strategy favors critical system providers and specialized component designers within the Information Technology sector, focusing on companies that enhance productivity and efficiency [3] - Monolithic Power Systems, Inc. is recognized for its integrated power semiconductor solutions and has seen significant growth in non-enterprise data center segments due to a cyclical recovery [3] Market Position - As of the end of Q3 2025, Monolithic Power Systems, Inc. was held by 42 hedge fund portfolios, a slight increase from 41 in the previous quarter [4] - The stock price closed at $946.51 per share on December 12, 2025, with a market capitalization of $45.344 billion [2]