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 | 14.71% | Add +12.5% | 2,250,000 | $113.00 | $254M | +250,000 | +$42M |
| NFLX - Netflix | 13.63% | Reduce −31.0% | 1,000,000 | $235.44 | $235M | −450,000 | −$18M |
| MSFT - Microsoft | 11.46% | Add +13.3% | 850,000 | $232.90 | $198M | +100,000 | +$5M |
| META - Meta Platforms · CL A | 11.23% | Add +39.5% | 1,430,000 | $135.68 | $194M | +405,000 | +$29M |
| GOOGL - Alphabet · CL A | 9.96% | Add +2150.0% | 1,800,000 | $95.65 | $172M | +1,720,000 | −$2M |
| V - VISA · CL A | 9.77% | Add +86.3% | 950,000 | $177.65 | $169M | +440,000 | +$68M |
| CHTR - Charter Communications · CL A | 8.78% | Add +143.9% | 500,000 | $303.35 | $152M | +295,000 | +$56M |
| TMUS - T-Mobile US | 7.77% | Reduce −1.0% | 1,000,000 | $134.17 | $134M | −10,000 | −$2M |
| UBER - UBER Technologies | 7.29% | Reduce −18.8% | 4,750,000 | $26.50 | $126M | −1,100,000 | +$6M |
| CMCSA - Comcast · CL A | 3.82% | Reduce −10.0% | 2,250,000 | $29.33 | $66M | −250,000 | −$32M |
| ADBE - Adobe Systems | 1.59% | New | 100,000 | $275.20 | $28M | +100,000 | +$28M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GWRE - Guidewire Software | 0.91% | Exit | 0 | $70.99 | $14M | −200,000 | −$14M |
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