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 | Reduce −33.3% | 1,700,000 | $182.15 | $310M | −850,000 | −$75M | |
| V, Visa | Add +90.0% | 950,000 | $262.47 | $249M | +450,000 | +$110M | |
| CMCSA, Comcast | Add +81.8% | 6,000,000 | $39.16 | $235M | +2,700,000 | +$92M | |
| CHTR, Charter Communications | Reduce −25.7% | 750,000 | $298.96 | $224M | −260,000 | −$69M | |
| AMZN, Amazon | Reduce −14.8% | 1,150,000 | $193.25 | $222M | −200,000 | −$21M | |
| TSM, Taiwan Semiconductor | Add +4.5% | 1,150,000 | $173.81 | $200M | +50,000 | +$50M | |
| BKNG, Booking Holdings | Reduce −10.0% | 45,000 | $3,962 | $178M | −5,000 | −$3.1M | |
| MA, Mastercard | Add +73.9% | 400,000 | $441.16 | $176M | +170,000 | +$66M | |
| SBAC, SBA Communications | Add +187.5% | 575,000 | $196.30 | $113M | +375,000 | +$70M | |
| MSFT, Microsoft | Reduce −3.8% | 250,000 | $446.95 | $112M | −10,000 | +$2.4M | |
| TMUS, T-Mobile US | Reduce −23.8% | 610,000 | $176.18 | $107M | −190,000 | −$23M | |
| NFLX, Netflix | Reduce −20.0% | 100,000 | $674.88 | $67M | −25,000 | −$8.4M | |
| META, Meta Platforms | Reduce −61.5% | 50,000 | $504.22 | $25M | −80,000 | −$38M | |
| UBER, Uber | New | 300,000 | $72.68 | $22M | +300,000 | +$22M |
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