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 | 14.13% | Reduce −6.1% | 2,300,000 | $130.86 | $301M | −150,000 | +$8M |
| AMZN - Amazon | 13.13% | Add +22.2% | 2,200,000 | $127.12 | $280M | +400,000 | +$45M |
| V - VISA · CL A | 11.61% | Add +7.5% | 1,075,000 | $230.01 | $247M | +75,000 | +$10M |
| TMUS - T-Mobile US | 8.05% | Reduce −15.5% | 1,225,000 | $140.05 | $172M | −225,000 | −$30M |
| BKNG - Booking | 7.96% | Reduce −1.8% | 55,000 | $3,084 | $170M | −1,000 | +$18M |
| NFLX - Netflix | 7.53% | Add +41.7% | 425,000 | $377.60 | $160M | +125,000 | +$28M |
| TSM - Taiwan Semiconductor Mfg | 7.44% | Add +217.4% | 1,825,000 | $86.90 | $159M | +1,250,000 | +$101M |
| CHTR - Charter Communications · CL A | 7.23% | Reduce −53.9% | 350,000 | $439.82 | $154M | −410,000 | −$125M |
| CMCSA - Comcast · CL A | 6.24% | Add +30.4% | 3,000,000 | $44.34 | $133M | +700,000 | +$37M |
| META - Meta Platforms · CL A | 5.28% | Add +15.4% | 375,000 | $300.21 | $113M | +50,000 | +$19M |
| SBAC - Sba Communications · CL A | 5.17% | Add +139.1% | 550,000 | $200.17 | $110M | +320,000 | +$57M |
| MSFT - Microsoft | 4.45% | Add +9.1% | 300,000 | $315.75 | $95M | +25,000 | +$1M |
| UBER - UBER Technologies | 1.78% | Reduce −64.1% | 825,000 | $45.99 | $38M | −1,475,000 | −$61M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UNP - Union Pac | 1.84% | Exit | 0 | $204.62 | $38M | −185,000 | −$38M |
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