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Microsoft Corp

MSFT

Microsoft Corp

Microsoft Corp historical holders

total: 57

Joho Capital Microsoft Corp transactions over time

Total transactions:
14
New positions:
1
Added:
4
Reduced:
9
Held since:
2019 Q1
Held for:
29 quarters
Latest activity:
2026 Q1
Robert Karr has been an institutional investor in Microsoft Corp (MSFT) since 2019 Q1. According to 2026 Q1 report, Robert Karr holds 308,300 shares with a market value of roughly $114.12M representing 30.59% of their equity portfolio. The fund/company first acquired MSFT in 2019 Q1, initially purchasing 408,000 shares. Since the initial investment, Joho Capital has made 13 more transactions in this position.

Does Robert Karr still hold MSFT?

Yes, Robert Karr continues to hold Microsoft Corp (MSFT). According to their 2026 Q1 report, they maintain a position of 308,300 shares valued at approximately $114.12M, representing 30.59% of their equity portfolio.

When did Robert Karr first invest in MSFT?

Robert Karr first invested in Microsoft Corp (MSFT) in 2019 Q1 at the reported quarter-end price of $117.94 per share, acquiring 408,000 shares in their initial purchase.

What is Robert Karr's average cost basis for MSFT?

Based on historical transaction data, Robert Karr's estimated cost basis for Microsoft Corp (MSFT) is approximately $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

MSFT transactions history by Joho Capital

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.
* 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.