Voyager Global Management LP
Grant Wonders New York, NY 18 13Fs · since 2021 Q4
- AUM $2.9B
- positions 8
- period 2026 Q1
- QoQ −14.0%
- top 5 82.1%
- qoq N 1 E 2 A 4 R 3
- NVIDIA CORPORATION - NVDA 27.9%
- MICROSOFT CORP - MSFT 16.7%
- AMAZON COM INC - AMZN 15.4%
- TAIWAN SEMICONDUCTOR MANUFAC - TSM 13.2%
- ATLASSIAN CORPORATION - TEAM 8.9%
- BOOKING HOLDINGS INC - BKNG 8.6%
- ALPHABET INC - GOOGL 4.9%
- META PLATFORMS INC - META 4.4%
AUM over time
Holdings value
2026 Q1
$2.9B
−14.0% QoQ
showing latest · scroll left for older quarters · scrub to inspect
max $3.4B
Latest book
- New 1
- Exit 2
- Add 4
- Reduce 3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value |
|---|---|---|---|---|---|
| NVIDIA CORPORATION - NVDA | 27.88% | Add +22.1% | 4,700,000 | $174.40 | $820M |
| MICROSOFT CORP - MSFT | 16.68% | Add +29.3% | 1,325,000 | $370.17 | $490M |
| AMAZON COM INC - AMZN | 15.41% | Add +20.8% | 2,175,000 | $208.27 | $453M |
| TAIWAN SEMICONDUCTOR MANUFAC - TSM | 13.22% | Reduce −6.1% | 1,150,000 | $337.95 | $389M |
| ATLASSIAN CORPORATION - TEAM | 8.94% | Add +185.2% | 3,850,000 | $68.25 | $263M |
| BOOKING HOLDINGS INC - BKNG | 8.59% | Reduce −7.7% | 60,000 | $4,210 | $253M |
| ALPHABET INC - GOOGL | 4.89% | Reduce −45.9% | 500,000 | $287.56 | $144M |
| META PLATFORMS INC - META | 4.38% | New | 225,000 | $572.13 | $129M |
| CHARTER COMMUNICATIONS INC N - CHTR | — | Exit −100% | 0 | $208.75 | — |
| VISA INC - V | — | Exit −100% | 0 | $350.71 | — |
* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Exit rows sit at the bottom (sorted by prior value): name was held last quarter and is gone this quarter (−100% shares). Among managers we track.
this quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026 · 10 meaningful
| Action | Issuer | Δ Shares | Δ Value | Δ Port % |
|---|---|---|---|---|
| New | META · Meta Platforms Inc. | +225,000 | +$129M | +4.38 pp |
| Exit | CHTR · Charter Communications Inc. N | −1,850,000 | −$386M | −11.29 pp |
| Exit | V · Visa Inc. | −500,000 | −$175M | −5.13 pp |
| Add | NVDA · Nvidia Corporation | +850,000 | +$102M | +6.89 pp |
| Add | AMZN · Amazon Com Inc. | +375,000 | +$38M | +3.26 pp |
| Add | TEAM · Atlassian Corporation | +2,500,000 | +$44M | +2.54 pp |
| Add | MSFT · Microsoft Corp. | +300,000 | −$5M | +2.19 pp |
| Reduce | GOOGL · Alphabet Inc. | −425,000 | −$146M | −3.58 pp |
| Reduce | TSM · Taiwan Semiconductor Manufac | −75,000 | +$16M | +2.33 pp |
| Reduce | BKNG · Booking Holdings Inc. | −5,000 | −$95M | −1.59 pp |
filings history
18 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 8 | $2.9B | −14.0% | 13F-HR | 5/15/2026 | 000184975326000003 |
| 2025 Q4 | 9 | $3.4B | +0.1% | 13F-HR | 2/17/2026 | 000184975326000002 |
| 2025 Q3 | 12 | $3.4B | +22.6% | 13F-HR | 11/14/2025 | 000184975325000008 |
| 2025 Q2 | 11 | $2.8B | +24.2% | 13F-HR | 8/14/2025 | 000184975325000007 |
| 2025 Q1 | 11 | $2.2B | −10.4% | 13F-HR | 5/15/2025 | 000184975325000005 |
| 2024 Q4 | 14 | $2.5B | +8.4% | 13F-HR | 2/14/2025 | 000184975325000002 |
| 2024 Q3 | 11 | $2.3B | +3.1% | 13F-HR | 11/14/2024 | 000184975324000007 |
| 2024 Q2 | 14 | $2.2B | +8.4% | 13F-HR | 8/14/2024 | 000184975324000005 |
| 2024 Q1 | 13 | $2.1B | −1.1% | 13F-HR | 5/15/2024 | 000184975324000003 |
| 2023 Q4 | 11 | $2.1B | −1.7% | 13F-HR | 2/14/2024 | 000184975324000002 |
| 2023 Q3 | 13 | $2.1B | +3.4% | 13F-HR | 11/14/2023 | 000184975323000008 |
| 2023 Q2 | 14 | $2.1B | +13.2% | 13F-HR | 8/14/2023 | 000184975323000006 |
| 2023 Q1 | 11 | $1.8B | +12.7% | 13F-HR | 5/15/2023 | 000184975323000004 |
| 2022 Q4 | 11 | $1.6B | −6.6% | 13F-HR | 2/14/2023 | 000184975323000002 |
| 2022 Q3 | 11 | $1.7B | +10.6% | 13F-HR | 11/14/2022 | 000184975322000008 |
| 2022 Q2 | 11 | $1.6B | −10.5% | 13F-HR | 8/15/2022 | 000184975322000006 |
| 2022 Q1 | 11 | $1.7B | +26.9% | 13F-HR | 5/16/2022 | 000184975322000003 |
| 2021 Q4 | 13 | $1.4B | — | 13F-HR | 2/11/2022 | 000184975322000002 |
About
Voyager Global Management LP
18 processed 13Fs · since 2021 Q4