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 | 12.46% | Reduce −42.1% | 1,750,000 | $243.10 | $425M | −1,275,000 | −$108M |
| MSFT - Microsoft | 12.13% | Add +77.8% | 800,000 | $517.95 | $414M | +350,000 | +$191M |
| AMZN - Amazon | 12.06% | Add +23.0% | 1,875,000 | $219.57 | $412M | +350,000 | +$77M |
| NVDA - Nvidia | 11.75% | Hold | 2,150,000 | $186.58 | $401M | — | — |
| V - VISA · CL A | 11.00% | Add +73.2% | 1,100,000 | $341.38 | $376M | +465,000 | +$150M |
| TSM - Taiwan Semiconductor Mfg | 9.61% | Reduce −19.0% | 1,175,000 | $279.29 | $328M | −275,000 | −$245K |
| BKNG - Booking | 9.01% | Add +42.5% | 57,000 | $5,399 | $308M | +17,000 | +$76M |
| TEAM - Atlassian · CL A | 7.25% | Add +181.8% | 1,550,000 | $159.70 | $248M | +1,000,000 | +$136M |
| CMCSA - Comcast · CL A | 5.52% | Add +9.1% | 6,000,000 | $31.42 | $189M | +500,000 | −$8M |
| META - Meta Platforms · CL A | 5.38% | Add +400.0% | 250,000 | $734.38 | $184M | +200,000 | +$147M |
| MA - Mastercard · CL A | 2.83% | Reduce −57.5% | 170,000 | $568.81 | $97M | −230,000 | −$128M |
| CHTR - Charter Communications · CL A | 1.01% | New | 125,000 | $275.10 | $34M | +125,000 | +$34M |
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