13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001849753-23-000006
Total Value
$2.06B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,450,000 | $293.3M | 14.23% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 760,000 | $279.2M | 13.55% |
| 3 | VISA INC | V | 1,000,000 | $237.5M | 11.53% |
| 4 | AMAZON COM INC | AMZN | 1,800,000 | $234.6M | 11.39% |
| 5 | T-MOBILE US INC | TMUSZ | 1,450,000 | $201.4M | 9.78% |
| 6 | BOOKING HOLDINGS INC | BKNG | 56,000 | $151.2M | 7.34% |
| 7 | NETFLIX INC | NFLX | 300,000 | $132.1M | 6.41% |
| 8 | UBER TECHNOLOGIES INC | UBER | 2,300,000 | $99.3M | 4.82% |
| 9 | COMCAST CORP NEW | CCZ | 2,300,000 | $95.6M | 4.64% |
| 10 | MICROSOFT CORP | MSFT | 275,000 | $93.6M | 4.55% |
| 11 | META PLATFORMS INC | META | 325,000 | $93.3M | 4.53% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 575,000 | $58.0M | 2.82% |
| 13 | SBA COMMUNICATIONS CORP NEW | SBAC | 230,000 | $53.3M | 2.59% |
| 14 | UNION PAC CORP | UNP | 185,000 | $37.9M | 1.84% |