Voyager Global Management LP 13F Holdings
CIK 0001849753
As of Sep 30, 2025, Voyager Global Management LP reported 12 positions worth $3.4B in its SEC Form 13F filing.
Top 12 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Equity | 1,750,000 | $425.4M | 12.46% |
| MICROSOFT CORP | MSFT | Technology | 800,000 | $414.4M | 12.13% |
| AMAZON.COM INC | AMZN | Equity | 1,875,000 | $411.7M | 12.06% |
| NVIDIA CORP | NVDA | Technology | 2,150,000 | $401.1M | 11.75% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,100,000 | $375.5M | 11.00% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 1,175,000 | $328.2M | 9.61% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 57,000 | $307.8M | 9.01% |
| ATLASSIAN CORP | TEAM | Technology | 1,550,000 | $247.5M | 7.25% |
| COMCAST CORP | CMCSA | Communication Services | 6,000,000 |