13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001849753-24-000005
Total Value
$2.24B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,700,000 | $309.7M | 13.81% |
| 2 | VISA INC | V | 950,000 | $249.3M | 11.12% |
| 3 | COMCAST CORP NEW | CCZ | 6,000,000 | $235.0M | 10.48% |
| 4 | CHARTER COMMUNICATIONS INC N | 16119P108 | 750,000 | $224.2M | 10.00% |
| 5 | AMAZON COM INC | AMZN | 1,150,000 | $222.2M | 9.91% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,150,000 | $199.9M | 8.92% |
| 7 | BOOKING HOLDINGS INC | BKNG | 45,000 | $178.3M | 7.95% |
| 8 | MASTERCARD INCORPORATED | MA | 400,000 | $176.5M | 7.87% |
| 9 | SBA COMMUNICATIONS CORP NEW | SBAC | 575,000 | $112.9M | 5.04% |
| 10 | MICROSOFT CORP | MSFT | 250,000 | $111.7M | 4.98% |
| 11 | T-MOBILE US INC | TMUSZ | 610,000 | $107.5M | 4.79% |
| 12 | NETFLIX INC | NFLX | 100,000 | $67.5M | 3.01% |
| 13 | META PLATFORMS INC | META | 50,000 | $25.2M | 1.12% |
| 14 | UBER TECHNOLOGIES INC | UBER | 300,000 | $21.8M | 0.97% |