Period over period
Voyager Global Management LP
2026 Q1 2025 Q4 1 new 2 exits 4 adds 3 reduces AUM −14.0%
Change periods
Voyager Global Management LP · 2026 Q1 vs 2025 Q4
moves
New / Exit first · then largest |Δ port| · signal floor
| ticker | action | Δ port | Δ value | shares | issuer |
|---|---|---|---|---|---|
| META | New | +4.38 pp 0.0% → 4.4% | +$129M | 225,000 | Meta Platforms Inc. |
| CHTR | Exit | −11.29 pp 11.3% → 0.0% | −$386M | 1,850,000 | Charter Communications Inc. N |
| V | Exit | −5.13 pp 5.1% → 0.0% | −$175M | 500,000 | Visa Inc. |
| NVDA | Add | +6.89 pp 21.0% → 27.9% | +$102M | +22.1% | Nvidia Corporation |
| AMZN | Add | +3.26 pp 12.2% → 15.4% | +$38M | +20.8% | Amazon Com Inc. |
| TEAM | Add | +2.54 pp 6.4% → 8.9% | +$44M | +185.2% | Atlassian Corporation |
| MSFT | Add | +2.19 pp 14.5% → 16.7% | −$5M | +29.3% | Microsoft Corp. |
| GOOGL | Reduce | −3.58 pp 8.5% → 4.9% | −$146M | −45.9% | Alphabet Inc. |
| TSM | Reduce | +2.33 pp 10.9% → 13.2% | +$16M | −6.1% | Taiwan Semiconductor Manufac |
| BKNG | Reduce | −1.59 pp 10.2% → 8.6% | −$95M | −7.7% | Booking Holdings Inc. |
No moves match this filter.
full holdings table
full book including unchanged · exportable
| Shares | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Issuer name | Class | Q1 2026 | Q4 2025 | Diff | Chg % | Q1 2026 | Q4 2025 | Diff | Chg % | ID |