Robert Karr
Joho Capital
Robert Karr Microsoft Corp stake
total: 89
Joho Capital MSFT trades
- Total transactions:
- 14
- New positions:
- 1
- Added:
- 4
- Reduced:
- 9
- Held since:
- 2019 Q1
- Held for:
- 29 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Robert Karr holds 308,300 Microsoft Corp (MSFT) shares with a market value of roughly $114.12M accounting for 30.59% of the overall portfolio. To date, the estimated cost basis is nearly $145.14 for "buy" trades and estimated average "sell" price is $352.33. Joho Capital first purchased MSFT in 2019 Q1, initially acquiring 408,000 shares. Since the initial investment in Microsoft Corp (MSFT), Joho Capital has made 13 more transactions.
When did Robert Karr buy Microsoft Corp (MSFT)?
Robert Karr first invested in Microsoft Corp (MSFT) in 2019 Q1 at the reported quarter-end price of $117.94 per share.
What's the cost basis of Joho Capital's MSFT stake?
The estimated cost basis for Microsoft Corp (MSFT) stake is around $145.14 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $145.14
- Weighted AVG sell price:
- $352.33
Robert Karr's historical trades in Microsoft Corp
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
30.59%
|
308,300
|
$370.17
|
$114,123,411
|
-14.19% (-51,000)
|
-4.03%
|
|
2025 Q4
|
37.09%
|
359,300
|
$483.62
|
$173,764,666
|
-12.09% (-49,400)
|
-4.24%
|
|
2025 Q3
|
37.60%
|
408,700
|
$517.95
|
$211,686,165
|
-26.52% (-147,500)
|
-10.76%
|
|
2024 Q4
|
40.68%
|
556,200
|
$421.50
|
$234,438,300
|
-14.65% (-95,500)
|
-6.36%
|
|
2023 Q4
|
44.42%
|
651,700
|
$376.04
|
$245,065,268
|
+10.31% (+60,900)
|
+4.15%
|
|
2022 Q2
|
34.68%
|
590,800
|
$256.83
|
$151,735,000
|
-4.40% (-27,200)
|
-1%
|
|
2021 Q4
|
28.76%
|
618,000
|
$336.32
|
$207,846,000
|
-13.87% (-99,500)
|
-4.5%
|
|
2021 Q3
|
27.20%
|
717,500
|
$281.92
|
$202,278,000
|
-3.46% (-25,700)
|
-1.03%
|
|
2021 Q1
|
27.21%
|
743,200
|
$235.77
|
$175,224,000
|
-2.54% (-19,400)
|
-0.78%
|
|
2020 Q4
|
28.95%
|
$222.42
|
+3.33% (+24,600)
|
|||
|
2020 Q1
|
30.16%
|
$157.71
|
-17.36% (-155,000)
|
|||
|
2019 Q3
|
21.93%
|
$139.03
|
+14.05% (+110,000)
|
|||
|
2019 Q2
|
16.06%
|
$133.96
|
+91.91% (+375,000)
|
|||
|
2019 Q1
|
8.11%
|
$117.94
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.