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 +18.0% | 2,715,000 | $139.69 | $379M | +415,000 | +$78M | |
| AMZN, Amazon | Reduce −25.9% | 1,630,000 | $151.94 | $248M | −570,000 | −$32M | |
| V, Visa | Reduce −14.9% | 915,000 | $260.35 | $238M | −160,000 | −$9M | |
| TSM, Taiwan Semiconductor | Add +16.4% | 2,125,000 | $104.00 | $221M | +300,000 | +$62M | |
| BKNG, Booking Holdings | Add +12.7% | 62,000 | $3,547 | $220M | +7,000 | +$50M | |
| CHTR, Charter Communications | Add +35.7% | 475,000 | $388.68 | $185M | +125,000 | +$31M | |
| META, Meta Platforms | Add +37.3% | 515,000 | $353.96 | $182M | +140,000 | +$70M | |
| TMUS, T-Mobile US | Reduce −32.7% | 825,000 | $160.33 | $132M | −400,000 | −$39M | |
| CMCSA, Comcast | Reduce −4.2% | 2,875,000 | $43.85 | $126M | −125,000 | −$7M | |
| NFLX, Netflix | Reduce −52.9% | 200,000 | $486.88 | $97M | −225,000 | −$63M | |
| MSFT, Microsoft | Reduce −43.3% | 170,000 | $376.04 | $64M | −130,000 | −$31M |
Exits / last held
Gone since 2023 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SBAC, SBA Communications | Exit | 0 | $200.17 | $110M | −550,000 | −$110M | |
| UBER, Uber | Exit | 0 | $45.99 | $38M | −825,000 | −$38M |
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