Orbis Allan Gray’s Marvell Technology MRVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$68.4M Sell
229,717
-401
-0.2% -$80.4K 0.24% 63
2026
Q1
$22.8M Sell
230,118
-674,541
-75% -$56.7M 0.1% 83
2025
Q4
$76.9M Buy
+904,659
New +$79.2M 0.32% 59

Other funds holding MRVL

Orbis Allan Gray's MRVL Position: Q2 2026 in Review

Orbis Allan Gray reduced its Marvell Technology (MRVL) stake by 0.17% in Q2 2026, selling an estimated $80.4K and leaving 229,717 shares worth $68.4M. The position accounts for 0.24% of the portfolio, ranked #63.

Orbis Allan Gray first reported a position in MRVL in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.9M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Orbis Allan Gray held 229,717 shares of Marvell Technology worth $68.4M as of Q2 2026.
  • Orbis Allan Gray sold 401 Marvell Technology shares in Q2 2026, an estimated $80.4K.
  • Marvell Technology made up 0.24% of Orbis Allan Gray's portfolio in Q2 2026, its #63 holding.
  • Orbis Allan Gray first reported a position in Marvell Technology in Q4 2025 and has held it in 3 quarters since.
  • Orbis Allan Gray's Marvell Technology position peaked at $76.9M in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.