Voyager Global Management LP Grant Wonders
New York, NY 19 processed 13Fs on this site, 2021 Q4 to 2026 Q2
- $3.6B
- 8 holdings
- 2026 Q2
- +23.6% QoQ
- Top 5 83.4%
AUM over time
Book
| AMZN, Amazon | Add +52.1% | 73,000 | $3,260 | $238M | +25,000 | +$78M | |
| GOOGL, Alphabet | Add +42.9% | 80,000 | $2,781 | $223M | +24,000 | +$60M | |
| TMUS, T-Mobile US | Add +17.4% | 1,650,000 | $128.35 | $212M | +245,000 | +$49M | |
| META, Meta Platforms | Add +123.5% | 950,000 | $222.36 | $211M | +525,000 | +$68M | |
| NFLX, Netflix | Add +314.8% | 560,000 | $374.59 | $210M | +425,000 | +$128M | |
| MSFT, Microsoft | Add +97.1% | 670,000 | $308.31 | $207M | +330,000 | +$92M | |
| CMCSA, Comcast | Add +29.6% | 4,375,000 | $46.82 | $205M | +1,000,000 | +$35M | |
| UBER, Uber | Add +27.5% | 3,825,000 | $35.68 | $136M | +825,000 | +$11M | |
| V, Visa | Reduce −34.7% | 320,000 | $221.77 | $71M | −170,000 | −$35M | |
| GWRE, Guidewire Software | Add +60.0% | 200,000 | $94.62 | $19M | +75,000 | +$4.7M | |
| ADBE, Adobe | New | 35,000 | $455.63 | $16M | +35,000 | +$16M |
Exits / last held
Gone since 2021 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media | Exit | 0 | $63.24 | $63M | −1,000,000 | −$63M | |
| Splunk | Exit | 0 | $115.72 | $42M | −360,000 | −$42M | |
| ADSK, Autodesk | Exit | 0 | $281.19 | $32M | −115,000 | −$32M |
Filings history
19 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2