Featured 13F manager
Voyager Global Management LP Grant Wonders
New York, NY 19 processed 13Fs on this site · 2021 Q4–2026 Q2
- $3.6B
- 8 Positions
- 2026 Q2
- +23.6% QoQ
- Top 5 83.4%
Grant Wonders files Voyager Global Management LP as a Form 13F. The latest book is 2026 Q2 at $3.6B, up 23.6% QoQ, led by Nvidia, Microsoft, and Amazon.
Portfolio
top 5 83.4% · top 10 100.0%
- NVDA - Nvidia 28.1%
- MSFT - Microsoft 17.5%
- AMZN - Amazon 13.9%
- TSM - Taiwan Semiconductor 12.8%
- GOOGL - Alphabet · CL A 11.1%
- BKNG - Booking 7.4%
- META - Meta Platforms · CL A 6.1%
- TEAM - Atlassian · CL A 3.1%
AUM over time
Book
| AMZN - Amazon | 13.62% | Add +52.1% | 73,000 | $3,260 | $238M | +25,000 | +$78M |
| GOOGL - Alphabet · CL A | 12.74% | Add +42.9% | 80,000 | $2,781 | $223M | +24,000 | +$60M |
| TMUS - T-Mobile US | 12.12% | Add +17.4% | 1,650,000 | $128.35 | $212M | +245,000 | +$49M |
| META - Meta Platforms · CL A | 12.09% | Add +123.5% | 950,000 | $222.36 | $211M | +525,000 | +$68M |
| NFLX - Netflix | 12.01% | Add +314.8% | 560,000 | $374.59 | $210M | +425,000 | +$128M |
| MSFT - Microsoft | 11.82% | Add +97.1% | 670,000 | $308.31 | $207M | +330,000 | +$92M |
| CMCSA - Comcast · CL A | 11.73% | Add +29.6% | 4,375,000 | $46.82 | $205M | +1,000,000 | +$35M |
| UBER - UBER Technologies | 7.81% | Add +27.5% | 3,825,000 | $35.68 | $136M | +825,000 | +$11M |
| V - VISA · CL A | 4.06% | Reduce −34.7% | 320,000 | $221.77 | $71M | −170,000 | −$35M |
| GWRE - Guidewire Software | 1.08% | Add +60.0% | 200,000 | $94.62 | $19M | +75,000 | +$5M |
| ADBE - Adobe Systems | 0.91% | New | 35,000 | $455.63 | $16M | +35,000 | +$16M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 4.59% | Exit | 0 | $63.24 | $63M | −1,000,000 | −$63M |
| Splunk | 3.03% | Exit | 0 | $115.72 | $42M | −360,000 | −$42M |
| ADSK - Autodesk | 2.35% | Exit | 0 | $281.19 | $32M | −115,000 | −$32M |
Filings history
19 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 8 | $3.6B | +23.6% | 13F-HR | 8/14/2026 | 000184975326000004 |
| 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
19 processed 13Fs on this site · 2021 Q4–2026 Q2