13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001849753-24-000003
Total Value
$2.07B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,550,000 | $384.9M | 18.60% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,010,000 | $293.5M | 14.19% |
| 3 | AMAZON COM INC | AMZN | 1,350,000 | $243.5M | 11.77% |
| 4 | BOOKING HOLDINGS INC | BKNG | 50,000 | $181.4M | 8.77% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,100,000 | $149.7M | 7.23% |
| 6 | COMCAST CORP NEW | CCZ | 3,300,000 | $143.1M | 6.92% |
| 7 | VISA INC | V | 500,000 | $139.5M | 6.75% |
| 8 | T-MOBILE US INC | TMUSZ | 800,000 | $130.6M | 6.31% |
| 9 | MASTERCARD INCORPORATED | MA | 230,000 | $110.8M | 5.35% |
| 10 | MICROSOFT CORP | MSFT | 260,000 | $109.4M | 5.29% |
| 11 | NETFLIX INC | NFLX | 125,000 | $75.9M | 3.67% |
| 12 | META PLATFORMS INC | META | 130,000 | $63.1M | 3.05% |
| 13 | SBA COMMUNICATIONS CORP NEW | SBAC | 200,000 | $43.3M | 2.10% |