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
| NVDA, Nvidia | Add +79.1% | 3,850,000 | $186.50 | $718M | +1,700,000 | +$317M | |
| MSFT, Microsoft | Add +28.1% | 1,025,000 | $483.62 | $496M | +225,000 | +$81M | |
| AMZN, Amazon | Reduce −4.0% | 1,800,000 | $230.82 | $415M | −75,000 | +$3.8M | |
| CHTR, Charter Communications | Add +1380.0% | 1,850,000 | $208.75 | $386M | +1,725,000 | +$352M | |
| TSM, Taiwan Semiconductor | Add +4.3% | 1,225,000 | $303.89 | $372M | +50,000 | +$44M | |
| BKNG, Booking Holdings | Add +14.0% | 65,000 | $5,355 | $348M | +8,000 | +$40M | |
| GOOGL, Alphabet | Reduce −47.1% | 925,000 | $313.00 | $290M | −825,000 | −$136M | |
| TEAM, Atlassian | Reduce −12.9% | 1,350,000 | $162.14 | $219M | −200,000 | −$29M | |
| V, Visa | Reduce −54.5% | 500,000 | $350.71 | $175M | −600,000 | −$200M |
Exits / last held
Gone since 2025 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CMCSA, Comcast | Exit | 0 | $31.42 | $189M | −6,000,000 | −$189M | |
| META, Meta Platforms | Exit | 0 | $734.38 | $184M | −250,000 | −$184M | |
| MA, Mastercard | Exit | 0 | $568.81 | $97M | −170,000 | −$97M |
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