13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001849753-23-000004
Total Value
$1.82B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,800,000 | $289.2M | 15.90% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 700,000 | $250.3M | 13.76% |
| 3 | ALPHABET INC | GOOG | 2,200,000 | $228.2M | 12.54% |
| 4 | META PLATFORMS INC | META | 1,000,000 | $211.9M | 11.65% |
| 5 | VISA INC | V | 900,000 | $202.9M | 11.15% |
| 6 | MICROSOFT CORP | MSFT | 550,000 | $158.6M | 8.72% |
| 7 | NETFLIX INC | NFLX | 425,000 | $146.8M | 8.07% |
| 8 | UBER TECHNOLOGIES INC | UBER | 3,850,000 | $122.0M | 6.71% |
| 9 | T-MOBILE US INC | TMUSZ | 750,000 | $108.6M | 5.97% |
| 10 | COMCAST CORP NEW | CCZ | 2,250,000 | $85.3M | 4.69% |
| 11 | ADOBE SYSTEMS INCORPORATED | ADBE | 40,000 | $15.4M | 0.85% |