Robert Karr's Portfolio Snapshot: Microsoft Reduction, New Positions Added
Joho Capital's Robert Karr saw his portfolio value increase to $366.7 million as of March 31, 2026. Key changes include a significant reduction in Microsoft shares and substantial increases in WIX, WMT, HUBB, and SN.
As of March 31, 2026, Robert Karr's portfolio at Joho Capital is valued at approximately $366.7 million. His largest holding remains Microsoft Corp (MSFT), which accounts for 30.59% of the portfolio. However, Karr reduced his position in Microsoft by 14.19% during the prior period.
Amazon.com Inc (AMZN) maintained its position at 14.89% allocation, while Walmart Inc (WMT) saw its stake increase significantly by 474.82% due to a large share purchase.
Karr also added new positions during this period. WIX Com Ltd (WIX) represents a 100% increase in shares, Hubbell Inc (HUBB) and SharkNinja Inc (SN) both show 100% share growth, indicating they were likely new additions to the portfolio.
For more detailed information about Robert Karr's investment activities, visit https://www.insiderset.com/investor/robert-karr-joho-capital. You can find specific stock information for Microsoft at https://www.insiderset.com/investors/stocks/MSFT, Amazon at https://www.insiderset.com/investors/stocks/AMZN, Walmart at https://www.insiderset.com/investors/stocks/WMT, WIX at https://www.insiderset.com/investors/stocks/WIX, Hubbell at https://www.insiderset.com/investors/stocks/HUBB, and SharkNinja at https://www.insiderset.com/investors/stocks/SN.