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
| GOOGL, Alphabet | Add +11.4% | 2,450,000 | $119.70 | $293M | +250,000 | +$65M | |
| CHTR, Charter Communications | Add +8.6% | 760,000 | $367.37 | $279M | +60,000 | +$29M | |
| V, Visa | Add +11.1% | 1,000,000 | $237.48 | $237M | +100,000 | +$35M | |
| AMZN, Amazon | Reduce −35.7% | 1,800,000 | $130.36 | $235M | −1,000,000 | −$55M | |
| TMUS, T-Mobile US | Add +93.3% | 1,450,000 | $138.90 | $201M | +700,000 | +$93M | |
| BKNG, Booking Holdings | New | 56,000 | $2,700 | $151M | +56,000 | +$151M | |
| NFLX, Netflix | Reduce −29.4% | 300,000 | $440.49 | $132M | −125,000 | −$15M | |
| UBER, Uber | Reduce −40.3% | 2,300,000 | $43.17 | $99M | −1,550,000 | −$23M | |
| CMCSA, Comcast | Add +2.2% | 2,300,000 | $41.55 | $96M | +50,000 | +$10M | |
| MSFT, Microsoft | Reduce −50.0% | 275,000 | $340.54 | $94M | −275,000 | −$65M | |
| META, Meta Platforms | Reduce −67.5% | 325,000 | $286.98 | $93M | −675,000 | −$119M | |
| TSM, Taiwan Semiconductor | New | 575,000 | $100.92 | $58M | +575,000 | +$58M | |
| SBAC, SBA Communications | New | 230,000 | $231.76 | $53M | +230,000 | +$53M | |
| UNP, Union Pacific | New | 185,000 | $204.62 | $38M | +185,000 | +$38M |
Exits / last held
Gone since 2023 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADBE, Adobe | Exit | 0 | $385.38 | $15M | −40,000 | −$15M |
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