13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001849753-25-000007
Total Value
$2.79B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 3,025,000 | $533.1M | 19.13% |
| 2 | NVIDIA CORPORATION | NVDA | 2,150,000 | $339.7M | 12.19% |
| 3 | AMAZON COM INC | AMZN | 1,525,000 | $334.6M | 12.01% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,450,000 | $328.4M | 11.79% |
| 5 | BOOKING HOLDINGS INC | BKNG | 40,000 | $231.6M | 8.31% |
| 6 | VISA INC | V | 635,000 | $225.5M | 8.09% |
| 7 | MASTERCARD INCORPORATED | MA | 400,000 | $224.8M | 8.07% |
| 8 | MICROSOFT CORP | MSFT | 450,000 | $223.8M | 8.03% |
| 9 | COMCAST CORP NEW | CCZ | 5,500,000 | $196.3M | 7.05% |
| 10 | ATLASSIAN CORPORATION | TEAM | 550,000 | $111.7M | 4.01% |
| 11 | META PLATFORMS INC | META | 50,000 | $36.9M | 1.32% |