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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%

Portfolio

2026 Q2, filed 8/14/2026, 8 holdings

Top 5 83.4%, top 10 100.0%

  1. NVDA, Nvidia 28.1%
  2. MSFT, Microsoft 17.5%
  3. AMZN, Amazon 13.9%
  4. TSM, Taiwan Semiconductor 12.8%
  5. GOOGL, Alphabet 11.1%
  6. BKNG, Booking Holdings 7.4%
  7. META, Meta Platforms 6.1%
  8. TEAM, Atlassian 3.1%

AUM over time

2026 Q2 $3.6B +23.6% QoQ
2021 Q4: $1.4B 2021 Q4: $1.4B
Q4 2021
2022 Q1: $1.7B, +26.9% QoQ 2022 Q1: $1.7B, +26.9% QoQ
Q1 2022
2022 Q2: $1.6B, −10.5% QoQ 2022 Q2: $1.6B, −10.5% QoQ
Q2
2022 Q3: $1.7B, +10.6% QoQ 2022 Q3: $1.7B, +10.6% QoQ
Q3
2022 Q4: $1.6B, −6.6% QoQ 2022 Q4: $1.6B, −6.6% QoQ
Q4
2023 Q1: $1.8B, +12.7% QoQ 2023 Q1: $1.8B, +12.7% QoQ
Q1 2023
2023 Q2: $2.1B, +13.2% QoQ 2023 Q2: $2.1B, +13.2% QoQ
Q2
2023 Q3: $2.1B, +3.4% QoQ 2023 Q3: $2.1B, +3.4% QoQ
Q3
2023 Q4: $2.1B, −1.7% QoQ 2023 Q4: $2.1B, −1.7% QoQ
Q4
2024 Q1: $2.1B, −1.1% QoQ 2024 Q1: $2.1B, −1.1% QoQ
Q1 2024
2024 Q2: $2.2B, +8.4% QoQ 2024 Q2: $2.2B, +8.4% QoQ
Q2
2024 Q3: $2.3B, +3.1% QoQ 2024 Q3: $2.3B, +3.1% QoQ
Q3
2024 Q4: $2.5B, +8.4% QoQ 2024 Q4: $2.5B, +8.4% QoQ
Q4
2025 Q1: $2.2B, −10.4% QoQ 2025 Q1: $2.2B, −10.4% QoQ
Q1 2025
2025 Q2: $2.8B, +24.2% QoQ 2025 Q2: $2.8B, +24.2% QoQ
Q2
2025 Q3: $3.4B, +22.6% QoQ 2025 Q3: $3.4B, +22.6% QoQ
Q3
2025 Q4: $3.4B, +0.1% QoQ 2025 Q4: $3.4B, +0.1% QoQ
Q4
2026 Q1: $2.9B, −14.0% QoQ 2026 Q1: $2.9B, −14.0% QoQ
Q1 2026
2026 Q2: $3.6B, +23.6% QoQ 2026 Q2: $3.6B, +23.6% QoQ
Q2

Book

2022 Q3 2022 Q2, filed 14 Nov, long equity only

Download CSV Download Excel All activity
AMZN, Amazon 14.71%, was 13.59% Add +12.5% 2,250,000 $113.00 $254M +250,000 +$42M
NFLX, Netflix 13.63%, was 16.23% 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 +$5.3M
META, Meta Platforms 11.23%, was 10.58% Add +39.5% 1,430,000 $135.68 $194M +405,000 +$29M
GOOGL, Alphabet 9.96% Add +2150.0% 1,800,000 $95.65 $172M +1,720,000 −$2.2M
V, Visa 9.77%, was 6.43% Add +86.3% 950,000 $177.65 $169M +440,000 +$68M
CHTR, Charter Communications 8.78%, was 6.15% Add +143.9% 500,000 $303.35 $152M +295,000 +$56M
TMUS, T-Mobile US 7.77%, was 8.70% Reduce −1.0% 1,000,000 $134.17 $134M −10,000 −$1.7M
UBER, Uber 7.29%, was 7.66% Reduce −18.8% 4,750,000 $26.50 $126M −1,100,000 +$6.2M
CMCSA, Comcast 3.82%, was 6.28% Reduce −10.0% 2,250,000 $29.33 $66M −250,000 −$32M
ADBE, Adobe 1.59% New 100,000 $275.20 $28M +100,000 +$28M

Exits / last held

Gone since 2022 Q2, shown at their last reported size.

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

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2022 Q2. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

19 periods, with AUM normalized

Newest 13Fs
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

Entity
Voyager Global Management LP
Notable person
Grant Wonders
Location
New York, NY
All SEC filings
View on sec.gov