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 | 19.02% | Add +55.9% | 2,650,000 | $165.85 | $440M | +950,000 | +$130M |
| V - VISA · CL A | 13.51% | Add +19.5% | 1,135,000 | $274.95 | $312M | +185,000 | +$63M |
| AMZN - Amazon | 11.09% | Add +19.6% | 1,375,000 | $186.33 | $256M | +225,000 | +$34M |
| TSM - Taiwan Semiconductor Mfg | 11.09% | Add +28.3% | 1,475,000 | $173.67 | $256M | +325,000 | +$56M |
| CHTR - Charter Communications · CL A | 10.10% | Reduce −4.0% | 720,000 | $324.08 | $233M | −30,000 | +$9M |
| MSFT - Microsoft | 8.38% | Add +80.0% | 450,000 | $430.30 | $194M | +200,000 | +$82M |
| CMCSA - Comcast · CL A | 8.27% | Reduce −23.8% | 4,575,000 | $41.77 | $191M | −1,425,000 | −$44M |
| BKNG - Booking | 8.20% | Hold | 45,000 | $4,212 | $190M | — | — |
| MA - Mastercard · CL A | 5.13% | Reduce −40.0% | 240,000 | $493.80 | $119M | −160,000 | −$58M |
| NFLX - Netflix | 3.10% | Add +1.0% | 101,000 | $709.27 | $72M | +1,000 | +$4M |
| UBER - UBER Technologies | 2.11% | Add +116.7% | 650,000 | $75.16 | $49M | +350,000 | +$27M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SBAC - Sba Communications · CL A | 5.04% | Exit | 0 | $196.30 | $113M | −575,000 | −$113M |
| TMUS - T-Mobile US | 4.79% | Exit | 0 | $176.18 | $107M | −610,000 | −$107M |
| META - Meta Platforms · CL A | 1.12% | Exit | 0 | $504.22 | $25M | −50,000 | −$25M |
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