Question 1

Does Orbis Allan Gray own MU stock?

Accepted Answer

No. Orbis Allan Gray exited its MU (Micron Technology) position in Q4 2025. Its Q3 2025 13F listed 2,166,539 shares worth $362.5M.

Question 2

How many shares of MU does Orbis Allan Gray own?

Accepted Answer

None since Q4 2025, when Orbis Allan Gray exited the position. Its Q3 2025 13F listed 2,166,539 shares worth $362.5M.

Question 3

What is Orbis Allan Gray's MU position worth?

Accepted Answer

Orbis Allan Gray's MU position was worth $362.5M in its Q3 2025 13F, before the exit in Q4 2025.

Question 4

Is Orbis Allan Gray buying or selling MU?

Accepted Answer

In Q4 2025, Orbis Allan Gray exited its entire MU position.

Question 5

When did Orbis Allan Gray first buy MU?

Accepted Answer

Orbis Allan Gray first reported MU in its Q2 2022 13F and listed it in 14 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$285.25	0
2025-Q3	Decreased	2.2M	-37.3%	$362.5M	1.6%	$167.05	0
2025-Q2	Increased	3.5M	+50.2%	$426.2M	2.1%	$122.94	74
2025-Q1	Decreased	2.3M	-17.4%	$200M	1.1%	$86.67	0
2024-Q4	Decreased	2.8M	-2.1%	$234.5M	1.3%	$83.84	0
2024-Q3	Increased	2.8M	+1.3%	$295.3M	1.6%	$103.06	49