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
| GOOGL - Alphabet · CL A | 14.23% | Add +11.4% | 2,450,000 | $119.70 | $293M | +250,000 | +$65M |
| CHTR - Charter Communications · CL A | 13.55% | Add +8.6% | 760,000 | $367.37 | $279M | +60,000 | +$29M |
| V - VISA · CL A | 11.53% | Add +11.1% | 1,000,000 | $237.48 | $237M | +100,000 | +$35M |
| AMZN - Amazon | 11.39% | Reduce −35.7% | 1,800,000 | $130.36 | $235M | −1,000,000 | −$55M |
| TMUS - T-Mobile US | 9.78% | Add +93.3% | 1,450,000 | $138.90 | $201M | +700,000 | +$93M |
| BKNG - Booking | 7.34% | New | 56,000 | $2,700 | $151M | +56,000 | +$151M |
| NFLX - Netflix | 6.41% | Reduce −29.4% | 300,000 | $440.49 | $132M | −125,000 | −$15M |
| UBER - UBER Technologies | 4.82% | Reduce −40.3% | 2,300,000 | $43.17 | $99M | −1,550,000 | −$23M |
| CMCSA - Comcast · CL A | 4.64% | Add +2.2% | 2,300,000 | $41.55 | $96M | +50,000 | +$10M |
| MSFT - Microsoft | 4.55% | Reduce −50.0% | 275,000 | $340.54 | $94M | −275,000 | −$65M |
| META - Meta Platforms · CL A | 4.53% | Reduce −67.5% | 325,000 | $286.98 | $93M | −675,000 | −$119M |
| TSM - Taiwan Semiconductor Mfg | 2.82% | New | 575,000 | $100.92 | $58M | +575,000 | +$58M |
| SBAC - Sba Communications · CL A | 2.59% | New | 230,000 | $231.76 | $53M | +230,000 | +$53M |
| UNP - Union Pac | 1.84% | New | 185,000 | $204.62 | $38M | +185,000 | +$38M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADBE - Adobe Systems | 0.85% | Exit | 0 | $385.38 | $15M | −40,000 | −$15M |
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