13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001849753-25-000005
Total Value
$2.24B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 2,900,000 | $448.5M | 19.98% |
| 2 | MICROSOFT CORP | MSFT | 910,000 | $341.6M | 15.22% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,025,000 | $336.1M | 14.98% |
| 4 | AMAZON COM INC | AMZN | 1,660,000 | $315.8M | 14.07% |
| 5 | BOOKING HOLDINGS INC | BKNG | 55,000 | $253.4M | 11.29% |
| 6 | COMCAST CORP NEW | CCZ | 4,850,000 | $179.0M | 7.98% |
| 7 | VISA INC | V | 300,000 | $105.1M | 4.69% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 250,000 | $92.1M | 4.11% |
| 9 | META PLATFORMS INC | META | 155,000 | $89.3M | 3.98% |
| 10 | NETFLIX INC | NFLX | 50,000 | $46.6M | 2.08% |
| 11 | UBER TECHNOLOGIES INC | UBER | 500,000 | $36.4M | 1.62% |