Orbis Allan Gray’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327M Sell
4,640,869
-2,994,155
-39% -$211M 1.59% 21
2025
Q1
$370M Buy
+7,635,024
New +$370M 2.11% 14