Question 1

Does Orbis Allan Gray own MCHP stock?

Accepted Answer

No. Orbis Allan Gray exited its MCHP (Microchip Technology) position in Q4 2025. Its Q3 2025 13F listed 371,911 shares worth $23.9M.

Question 2

How many shares of MCHP does Orbis Allan Gray own?

Accepted Answer

None since Q4 2025, when Orbis Allan Gray exited the position. Its Q3 2025 13F listed 371,911 shares worth $23.9M.

Question 3

What is Orbis Allan Gray's MCHP position worth?

Accepted Answer

Orbis Allan Gray's MCHP position was worth $23.9M in its Q3 2025 13F, before the exit in Q4 2025.

Question 4

Is Orbis Allan Gray buying or selling MCHP?

Accepted Answer

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

Question 5

When did Orbis Allan Gray first buy MCHP?

Accepted Answer

Orbis Allan Gray first reported MCHP in its Q1 2025 13F and listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$64.68	0
2025-Q3	Decreased	371,911	-92.0%	$23.9M	0.1%	$63.50	0
2025-Q2	Decreased	4.6M	-39.2%	$326.6M	1.6%	$69.38	0
2025-Q1	New	7.6M	-	$369.6M	2.1%	$47.56	80

MCHP4 quarters

MCHP
4 quarters