13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001849753-23-000008
Total Value
$2.13B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,300,000 | $301.0M | 14.13% |
| 2 | AMAZON COM INC | AMZN | 2,200,000 | $279.7M | 13.13% |
| 3 | VISA INC | V | 1,075,000 | $247.3M | 11.61% |
| 4 | T-MOBILE US INC | TMUSZ | 1,225,000 | $171.6M | 8.05% |
| 5 | BOOKING HOLDINGS INC | BKNG | 55,000 | $169.6M | 7.96% |
| 6 | NETFLIX INC | NFLX | 425,000 | $160.5M | 7.53% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,825,000 | $158.6M | 7.44% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 350,000 | $153.9M | 7.23% |
| 9 | COMCAST CORP NEW | CCZ | 3,000,000 | $133.0M | 6.24% |
| 10 | META PLATFORMS INC | META | 375,000 | $112.6M | 5.28% |
| 11 | SBA COMMUNICATIONS CORP NEW | SBAC | 550,000 | $110.1M | 5.17% |
| 12 | MICROSOFT CORP | MSFT | 300,000 | $94.7M | 4.45% |
| 13 | UBER TECHNOLOGIES INC | UBER | 825,000 | $37.9M | 1.78% |