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Disclosery

Orbis Allan Gray Ltd: MU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orbis Allan Gray Ltd on MU, newest first. How the timeline and the estimate are built.

Orbis Allan Gray Ltd held 0 MU shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,166,539 shares

    13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,166,539 shares
    Change vs previous 13F -1,291,187 shares

    1.56% of the 13F portfolio, value $362,505,306.

    13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 3,457,726 shares
    Change vs previous 13F +1,156,086 shares

    2.07% of the 13F portfolio, value $426,164,730.

    13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 2,301,640 shares
    Change vs previous 13F -484,707 shares

    1.14% of the 13F portfolio, value $199,989,500.

    13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,786,347 shares
    Change vs previous 13F -60,973 shares

    1.26% of the 13F portfolio, value $234,498,964.

    13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 2,847,320 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $295,295,558.

    13F-HR 0001085146-24-005815 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).