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 | 18.60% | Reduce −6.1% | 2,550,000 | $150.93 | $385M | −165,000 | +$6M |
| CHTR - Charter Communications · CL A | 14.19% | Add +112.6% | 1,010,000 | $290.63 | $294M | +535,000 | +$109M |
| AMZN - Amazon | 11.77% | Reduce −17.2% | 1,350,000 | $180.38 | $244M | −280,000 | −$4M |
| BKNG - Booking | 8.77% | Reduce −19.4% | 50,000 | $3,628 | $181M | −12,000 | −$39M |
| TSM - Taiwan Semiconductor Mfg | 7.23% | Reduce −48.2% | 1,100,000 | $136.05 | $150M | −1,025,000 | −$71M |
| CMCSA - Comcast · CL A | 6.92% | Add +14.8% | 3,300,000 | $43.35 | $143M | +425,000 | +$17M |
| V - VISA · CL A | 6.75% | Reduce −45.4% | 500,000 | $279.08 | $140M | −415,000 | −$99M |
| TMUS - T-Mobile US | 6.31% | Reduce −3.0% | 800,000 | $163.22 | $131M | −25,000 | −$2M |
| MA - Mastercard · CL A | 5.35% | New | 230,000 | $481.57 | $111M | +230,000 | +$111M |
| MSFT - Microsoft | 5.29% | Add +52.9% | 260,000 | $420.72 | $109M | +90,000 | +$45M |
| NFLX - Netflix | 3.67% | Reduce −37.5% | 125,000 | $607.33 | $76M | −75,000 | −$21M |
| META - Meta Platforms · CL A | 3.05% | Reduce −74.8% | 130,000 | $485.58 | $63M | −385,000 | −$119M |
| SBAC - Sba Communications · CL A | 2.10% | New | 200,000 | $216.70 | $43M | +200,000 | +$43M |
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