Robert Karr's Portfolio Snapshot: Microsoft Reduction, New Positions in WIX, HUBB, SN
Joho Capital's Robert Karr saw a significant reduction in Microsoft shares and added new positions in WIX, HUBB, and SN as of March 31, 2026.
As of March 31, 2026, Robert Karr's portfolio managed by Joho Capital is valued at approximately $366.7 million. His largest holding is Microsoft (MSFT), which accounts for 30.59% of the portfolio. Karr reduced his Microsoft position by 14.19% during the prior period.
Amazon (AMZN) maintained its position at 14.89% allocation, while Walmart (WMT) saw a substantial increase of 474.82% in shares during the prior period, boosting its allocation to 3.99%.
Karr significantly expanded his portfolio with new positions in several companies. He added WIX (6.67%), HUBB (3.14%), and SN (1.36%) during the prior period, with each of these positions representing a 100% increase in shares. These new positions can be explored further here: WIX, HUBB, SN.
Additionally, Karr's position in APH decreased by 56.57% during the prior period, reducing its allocation to 1.15%. For more details on APH, visit: APH.
For a complete view of Robert Karr's investment profile, including all holdings and transactions, please visit: Robert Karr @ Joho Capital.