Institutional Manager · CIK 0001849753
Voyager Global Management LP
NEW YORK, NY · File #028-21810
Latest AUM
$3.42B
Positions
9
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | CHARTER COMMUNICATIONS INC N | 16119P108 | +1,725,000 | +$360.1M | -$8.3M |
| ADD | NVIDIA CORPORATION | NVDA | +1,700,000 | +$317.1M | -$172,000 |
| REDUCE | ALPHABET INC | GOOG | -825,000 | -$258.2M | +$122.3M |
| REDUCE | VISA INC | V | -600,000 | -$210.4M | +$10.3M |
| EXITED | COMCAST CORP NEW | 20030N101 | -6,000,000 | -$188.5M | $0 |
| EXITED | META PLATFORMS INC | 30303M102 | -250,000 | -$183.6M | $0 |
| ADD | MICROSOFT CORP | MSFT | +225,000 | +$108.8M | -$27.5M |
| EXITED | MASTERCARD INCORPORATED | 57636Q104 | -170,000 | -$96.7M | $0 |
| ADD | BOOKING HOLDINGS INC | BKNG | +8,000 | +$42.8M | -$2.5M |
| REDUCE | ATLASSIAN CORPORATION | TEAM | -200,000 | -$32.4M | +$3.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20259 pos · $3.42B
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $3.41B
- 13F HOLDINGS REPORTQ/E Jun 202511 pos · $2.79B
- 13F HOLDINGS REPORTQ/E Mar 202511 pos · $2.24B
- 13F HOLDINGS REPORTQ/E Dec 202414 pos · $2.50B
- 13F HOLDINGS REPORTQ/E Sep 202411 pos · $2.31B
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $2.24B
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $2.07B
- 13F HOLDINGS REPORTQ/E Dec 202313 pos · $2.13B
Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 3,850,000 | $718.0M | 21.00% |
| 2 | MICROSOFT CORP | MSFT | 1,025,000 | $495.7M | 14.50% |
| 3 | AMAZON COM INC | AMZN | 1,800,000 | $415.5M | 12.15% |
| 4 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,850,000 | $386.2M | 11.29% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,225,000 | $372.3M | 10.89% |
| 6 | BOOKING HOLDINGS INC | BKNG | 65,000 | $348.1M | 10.18% |
| 7 | ALPHABET INC | GOOG | 925,000 | $289.5M | 8.47% |
| 8 | ATLASSIAN CORPORATION | TEAM | 1,350,000 | $218.9M | 6.40% |
| 9 | VISA INC | V | 500,000 | $175.4M | 5.13% |