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 +4.3% | 3,025,000 | $176.23 | $533M | +125,000 | +$85M | |
| NVDA, Nvidia | New | 2,150,000 | $157.99 | $340M | +2,150,000 | +$340M | |
| AMZN, Amazon | Reduce −8.1% | 1,525,000 | $219.39 | $335M | −135,000 | +$19M | |
| TSM, Taiwan Semiconductor | Reduce −28.4% | 1,450,000 | $226.49 | $328M | −575,000 | −$7.7M | |
| BKNG, Booking Holdings | Reduce −27.3% | 40,000 | $5,789 | $232M | −15,000 | −$22M | |
| V, Visa | Add +111.7% | 635,000 | $355.05 | $225M | +335,000 | +$120M | |
| MA, Mastercard | New | 400,000 | $561.94 | $225M | +400,000 | +$225M | |
| MSFT, Microsoft | Reduce −50.5% | 450,000 | $497.41 | $224M | −460,000 | −$118M | |
| CMCSA, Comcast | Add +13.4% | 5,500,000 | $35.69 | $196M | +650,000 | +$17M | |
| TEAM, Atlassian | New | 550,000 | $203.09 | $112M | +550,000 | +$112M | |
| META, Meta Platforms | Reduce −67.7% | 50,000 | $738.09 | $37M | −105,000 | −$52M |
Exits / last held
Gone since 2025 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CHTR, Charter Communications | Exit | 0 | $368.53 | $92M | −250,000 | −$92M | |
| NFLX, Netflix | Exit | 0 | $932.54 | $47M | −50,000 | −$47M | |
| UBER, Uber | Exit | 0 | $72.86 | $36M | −500,000 | −$36M |
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