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 | 19.13% | Add +4.3% | 3,025,000 | $176.23 | $533M | +125,000 | +$85M |
| NVDA - Nvidia | 12.19% | New | 2,150,000 | $157.99 | $340M | +2,150,000 | +$340M |
| AMZN - Amazon | 12.01% | Reduce −8.1% | 1,525,000 | $219.39 | $335M | −135,000 | +$19M |
| TSM - Taiwan Semiconductor Mfg | 11.79% | Reduce −28.4% | 1,450,000 | $226.49 | $328M | −575,000 | −$8M |
| BKNG - Booking | 8.31% | Reduce −27.3% | 40,000 | $5,789 | $232M | −15,000 | −$22M |
| V - VISA · CL A | 8.09% | Add +111.7% | 635,000 | $355.05 | $225M | +335,000 | +$120M |
| MA - Mastercard · CL A | 8.07% | New | 400,000 | $561.94 | $225M | +400,000 | +$225M |
| MSFT - Microsoft | 8.03% | Reduce −50.5% | 450,000 | $497.41 | $224M | −460,000 | −$118M |
| CMCSA - Comcast · CL A | 7.05% | Add +13.4% | 5,500,000 | $35.69 | $196M | +650,000 | +$17M |
| TEAM - Atlassian · CL A | 4.01% | New | 550,000 | $203.09 | $112M | +550,000 | +$112M |
| META - Meta Platforms · CL A | 1.32% | Reduce −67.7% | 50,000 | $738.09 | $37M | −105,000 | −$52M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CHTR - Charter Communications · CL A | 4.11% | Exit | 0 | $368.53 | $92M | −250,000 | −$92M |
| NFLX - Netflix | 2.08% | Exit | 0 | $932.54 | $47M | −50,000 | −$47M |
| UBER - UBER Technologies | 1.62% | Exit | 0 | $72.86 | $36M | −500,000 | −$36M |
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