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 +8.4% | 2,900,000 | $154.64 | $448M | +225,000 | −$58M | |
| MSFT, Microsoft | Add +40.0% | 910,000 | $375.39 | $342M | +260,000 | +$68M | |
| TSM, Taiwan Semiconductor | Add +47.3% | 2,025,000 | $166.00 | $336M | +650,000 | +$65M | |
| AMZN, Amazon | Add +38.3% | 1,660,000 | $190.26 | $316M | +460,000 | +$53M | |
| BKNG, Booking Holdings | Add +83.3% | 55,000 | $4,607 | $253M | +25,000 | +$104M | |
| CMCSA, Comcast | Reduce −33.6% | 4,850,000 | $36.90 | $179M | −2,450,000 | −$95M | |
| V, Visa | Reduce −26.8% | 300,000 | $350.46 | $105M | −110,000 | −$24M | |
| CHTR, Charter Communications | Reduce −58.3% | 250,000 | $368.53 | $92M | −350,000 | −$114M | |
| META, Meta Platforms | Add +210.0% | 155,000 | $576.36 | $89M | +105,000 | +$60M | |
| NFLX, Netflix | Reduce −54.5% | 50,000 | $932.53 | $47M | −60,000 | −$51M | |
| UBER, Uber | Reduce −80.8% | 500,000 | $72.86 | $36M | −2,100,000 | −$120M |
Exits / last held
Gone since 2024 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SBAC, SBA Communications | Exit | 0 | $203.80 | $96M | −470,000 | −$96M | |
| MA, Mastercard | Exit | 0 | $526.58 | $26M | −50,000 | −$26M | |
| TEAM, Atlassian | Exit | 0 | $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