13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001849753-25-000002
Total Value
$2.50B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,675,000 | $506.4M | 20.22% |
| 2 | MICROSOFT CORP | MSFT | 650,000 | $274.0M | 10.94% |
| 3 | COMCAST CORP NEW | CCZ | 7,300,000 | $274.0M | 10.94% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,375,000 | $271.5M | 10.84% |
| 5 | AMAZON COM INC | AMZN | 1,200,000 | $263.3M | 10.51% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 600,000 | $205.7M | 8.21% |
| 7 | UBER TECHNOLOGIES INC | UBER | 2,600,000 | $156.8M | 6.26% |
| 8 | BOOKING HOLDINGS INC | BKNG | 30,000 | $149.1M | 5.95% |
| 9 | VISA INC | V | 410,000 | $129.6M | 5.17% |
| 10 | NETFLIX INC | NFLX | 110,000 | $98.0M | 3.92% |
| 11 | SBA COMMUNICATIONS CORP NEW | SBAC | 470,000 | $95.8M | 3.83% |
| 12 | META PLATFORMS INC | META | 50,000 | $29.3M | 1.17% |
| 13 | MASTERCARD INCORPORATED | MA | 50,000 | $26.3M | 1.05% |
| 14 | ATLASSIAN CORPORATION | TEAM | 100,000 | $24.3M | 0.97% |