Joho Capital TSM trades
Robert Karr
Robert Karr Taiwan Semiconductor Manufacturing stake
total: 90
Trades details
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Robert Karr holds 190,100 Taiwan Semiconductor Manufacturing (TSM) shares with a market value of roughly $90.79M accounting for 19.72% of the overall portfolio. To date, the estimated cost basis is nearly $185.69 for "buy" trades and estimated average "sell" price is $303.89. Joho Capital first purchased TSM in 2025 Q1, initially acquiring 168,000 shares. Since the initial investment in Taiwan Semiconductor Manufacturing (TSM), Joho Capital has made 2 more transactions.
When did Robert Karr buy Taiwan Semiconductor Manufacturing (TSM)?
Robert Karr first invested in Taiwan Semiconductor Manufacturing (TSM) in 2025 Q1 at the reported quarter-end price of $166.00 per share.
What's the cost basis of Joho Capital's TSM stake?
The estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) stake is around $185.69 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $185.69
- Weighted AVG sell price:
- $303.89
Robert Karr's historical trades in Taiwan Semiconductor Manufacturing
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
12.33%
|
190,100
|
$303.89
|
$57,769,489
|
-23.69% (-59,000)
|
-3.18%
|
|
2025 Q2
|
7.95%
|
249,100
|
$226.49
|
$56,418,659
|
+48.27% (+81,100)
|
+2.59%
|
|
2025 Q1
|
4.82%
|
168,000
|
$166.00
|
$27,888,000
|
new
|
+4.82%
|
* 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.