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 | Add +0.9% | 2,675,000 | $189.30 | $506M | +25,000 | +$67M | |
| MSFT, Microsoft | Add +44.4% | 650,000 | $421.50 | $274M | +200,000 | +$80M | |
| CMCSA, Comcast | Add +59.6% | 7,300,000 | $37.53 | $274M | +2,725,000 | +$83M | |
| TSM, Taiwan Semiconductor | Reduce −6.8% | 1,375,000 | $197.49 | $272M | −100,000 | +$15M | |
| AMZN, Amazon | Reduce −12.7% | 1,200,000 | $219.39 | $263M | −175,000 | +$7.1M | |
| CHTR, Charter Communications | Reduce −16.7% | 600,000 | $342.77 | $206M | −120,000 | −$28M | |
| UBER, Uber | Add +300.0% | 2,600,000 | $60.32 | $157M | +1,950,000 | +$108M | |
| BKNG, Booking Holdings | Reduce −33.3% | 30,000 | $4,968 | $149M | −15,000 | −$40M | |
| V, Visa | Reduce −63.9% | 410,000 | $316.04 | $130M | −725,000 | −$182M | |
| NFLX, Netflix | Add +8.9% | 110,000 | $891.32 | $98M | +9,000 | +$26M | |
| SBAC, SBA Communications | New | 470,000 | $203.80 | $96M | +470,000 | +$96M | |
| META, Meta Platforms | New | 50,000 | $585.51 | $29M | +50,000 | +$29M | |
| MA, Mastercard | Reduce −79.2% | 50,000 | $526.57 | $26M | −190,000 | −$92M | |
| TEAM, Atlassian | New | 100,000 | $243.38 | $24M | +100,000 | +$24M |
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