13F HOLDINGS REPORT
Voyager Global Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001849753-25-000008
Total Value
$3.41B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,750,000 | $425.4M | 12.46% |
| 2 | MICROSOFT CORP | MSFT | 800,000 | $414.4M | 12.13% |
| 3 | AMAZON COM INC | AMZN | 1,875,000 | $411.7M | 12.06% |
| 4 | NVIDIA CORPORATION | NVDA | 2,150,000 | $401.1M | 11.75% |
| 5 | VISA INC | V | 1,100,000 | $375.5M | 11.00% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,175,000 | $328.2M | 9.61% |
| 7 | BOOKING HOLDINGS INC | BKNG | 57,000 | $307.8M | 9.01% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,550,000 | $247.5M | 7.25% |
| 9 | COMCAST CORP NEW | CCZ | 6,000,000 | $188.5M | 5.52% |
| 10 | META PLATFORMS INC | META | 250,000 | $183.6M | 5.38% |
| 11 | MASTERCARD INCORPORATED | MA | 170,000 | $96.7M | 2.83% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 125,000 | $34.4M | 1.01% |