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
| NFLX, Netflix | Add +158.9% | 1,450,000 | $174.87 | $254M | +890,000 | +$44M | |
| AMZN, Amazon | Add +2639.7% | 2,000,000 | $106.21 | $212M | +1,927,000 | −$26M | |
| MSFT, Microsoft | Add +11.9% | 750,000 | $256.83 | $193M | +80,000 | −$14M | |
| GOOGL, Alphabet | Hold | 80,000 | $2,179 | $174M | — | — | |
| META, Meta Platforms | Add +7.9% | 1,025,000 | $161.25 | $165M | +75,000 | −$46M | |
| TMUS, T-Mobile US | Reduce −38.8% | 1,010,000 | $134.54 | $136M | −640,000 | −$76M | |
| UBER, Uber | Add +52.9% | 5,850,000 | $20.46 | $120M | +2,025,000 | −$17M | |
| V, Visa | Add +59.4% | 510,000 | $196.89 | $100M | +190,000 | +$29M | |
| CMCSA, Comcast | Reduce −42.9% | 2,500,000 | $39.24 | $98M | −1,875,000 | −$107M | |
| CHTR, Charter Communications | New | 205,000 | $468.53 | $96M | +205,000 | +$96M | |
| GWRE, Guidewire Software | Hold | 200,000 | $70.99 | $14M | — | — |
Exits / last held
Gone since 2022 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADBE, Adobe | Exit | 0 | $455.63 | $16M | −35,000 | −$16M |
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