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 | 18.12% | Add +18.0% | 2,715,000 | $139.69 | $379M | +415,000 | +$78M |
| AMZN - Amazon | 11.84% | Reduce −25.9% | 1,630,000 | $151.94 | $248M | −570,000 | −$32M |
| V - VISA · CL A | 11.38% | Reduce −14.9% | 915,000 | $260.35 | $238M | −160,000 | −$9M |
| TSM - Taiwan Semiconductor Mfg | 10.56% | Add +16.4% | 2,125,000 | $104.00 | $221M | +300,000 | +$62M |
| BKNG - Booking | 10.51% | Add +12.7% | 62,000 | $3,547 | $220M | +7,000 | +$50M |
| CHTR - Charter Communications · CL A | 8.82% | Add +35.7% | 475,000 | $388.68 | $185M | +125,000 | +$31M |
| META - Meta Platforms · CL A | 8.71% | Add +37.3% | 515,000 | $353.96 | $182M | +140,000 | +$70M |
| TMUS - T-Mobile US | 6.32% | Reduce −32.7% | 825,000 | $160.33 | $132M | −400,000 | −$39M |
| CMCSA - Comcast · CL A | 6.02% | Reduce −4.2% | 2,875,000 | $43.85 | $126M | −125,000 | −$7M |
| NFLX - Netflix | 4.65% | Reduce −52.9% | 200,000 | $486.88 | $97M | −225,000 | −$63M |
| MSFT - Microsoft | 3.05% | Reduce −43.3% | 170,000 | $376.04 | $64M | −130,000 | −$31M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SBAC - Sba Communications · CL A | 5.17% | Exit | 0 | $200.17 | $110M | −550,000 | −$110M |
| UBER - UBER Technologies | 1.78% | Exit | 0 | $45.99 | $38M | −825,000 | −$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