Which hedge funds own POWI? POWER INTEGRATIONS INC, Q2 2026 13F holders
27 tracked hedge funds disclosed a position in POWI (POWER INTEGRATIONS INC) in their Q2 2026 13F filings, worth $68.4m in total. The largest holder by portfolio weight is Arosa Capital Management LP at 9.1% of its book. 19 opened a new position this quarter: Arosa Capital Management LP, Aperture Investors, LLC, Ariose Capital Management Ltd, Avanda Investment Management Pte. Ltd.. 7 exited: S Squared Technology, LLC, Scalar Gauge Management, LLC, Hudson Bay Capital Management LP.
- 27
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $55.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $79.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $68.4m
- Combined value Sum of the holders' reported positions in the security.
- 2.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| S Squared Technology, LLC | 2.7% | $7.0m |
| Scalar Gauge Management, LLC | 1.7% | $1.8m |
| Hudson Bay Capital Management LP | 0.3% | $51.2m |
| EntryPoint Capital, LLC | 0.2% | $842k |
| Marshall Wace, LLP | 0.02% | $18.4m |
| Voloridge Investment Management, LLC | 0.0% | $460k |
| Freestone Grove Partners LP | 0.0% | $120k |
Ownership over time
Who discovered POWI first? Beta
The run: Q1 2009 → Q3 2021, ×12
| S Squared Technology, LLC | Q1 2015 | – | +0.7 pts |
| Totem Point Management, LLC high conviction | Q4 2020 | – | 0.0 pts |
| Westerly Capital Management, LLC | Q2 2025 | – | −0.3 pts |
| Arosa Capital Management LP high conviction | Q2 2026 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.