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 | 13.81% | Reduce −33.3% | 1,700,000 | $182.15 | $310M | −850,000 | −$75M |
| V - VISA · CL A | 11.12% | Add +90.0% | 950,000 | $262.47 | $249M | +450,000 | +$110M |
| CMCSA - Comcast · CL A | 10.48% | Add +81.8% | 6,000,000 | $39.16 | $235M | +2,700,000 | +$92M |
| CHTR - Charter Communications · CL A | 10.00% | Reduce −25.7% | 750,000 | $298.96 | $224M | −260,000 | −$69M |
| AMZN - Amazon | 9.91% | Reduce −14.8% | 1,150,000 | $193.25 | $222M | −200,000 | −$21M |
| TSM - Taiwan Semiconductor Mfg | 8.92% | Add +4.5% | 1,150,000 | $173.81 | $200M | +50,000 | +$50M |
| BKNG - Booking | 7.95% | Reduce −10.0% | 45,000 | $3,962 | $178M | −5,000 | −$3M |
| MA - Mastercard · CL A | 7.87% | Add +73.9% | 400,000 | $441.16 | $176M | +170,000 | +$66M |
| SBAC - Sba Communications · CL A | 5.04% | Add +187.5% | 575,000 | $196.30 | $113M | +375,000 | +$70M |
| MSFT - Microsoft | 4.98% | Reduce −3.8% | 250,000 | $446.95 | $112M | −10,000 | +$2M |
| TMUS - T-Mobile US | 4.79% | Reduce −23.8% | 610,000 | $176.18 | $107M | −190,000 | −$23M |
| NFLX - Netflix | 3.01% | Reduce −20.0% | 100,000 | $674.88 | $67M | −25,000 | −$8M |
| META - Meta Platforms · CL A | 1.12% | Reduce −61.5% | 50,000 | $504.22 | $25M | −80,000 | −$38M |
| UBER - UBER Technologies | 0.97% | New | 300,000 | $72.68 | $22M | +300,000 | +$22M |
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