Ownership history in Orbis Allan Gray Ltd · 19 quarters on record
This page tracks every 13F SEC filing in which Orbis Allan Gray Ltd reported a position in MICRON TECHNOLOGY INC (MU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,166,539 | -1,291,187 | -37.3% | 1.56% | $362.5M | $167.15 |
| 2025 Q2 | ADDED | 3,457,726 | +1,156,086 | +50.2% | 2.07% | $426.2M | $123.01 |
| 2025 Q1 | REDUCED | 2,301,640 | -484,707 | -17.4% | 1.14% | $200.0M | $86.72 |
| 2024 Q4 | REDUCED | 2,786,347 | -60,973 | -2.1% | 1.26% | $234.5M | $83.89 |
As of 2025 Q4 — sorted by position size