Voyager Global Management LP

Investment Portfolio & 13F Holdings Analysis

About

Voyager Global Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 11 holdings worth $2.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 11
Total Value: 2244050350
Accession Number: 0001849753-25-000005
Form Type: 13F-HR
CIK: 0001849753
Manager Name: Voyager Global Management LP

Data Enrichment

100% identified

11 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

11 positions • $2,244,050.35K total value

11 positions

Manager:

SEC FilingSEC DataHachi Filing

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Alphabet Inc.

GOOGL|02079K305

2900000(+8.4%)

Value:

$448.5B(-11.4%)

MICROSOFT CORP

MSFT|594918104

910000(+40.0%)

Value:

$341.6B(+24.7%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

2025000(+47.3%)

Value:

$336.1B(+23.8%)

AMAZON COM INC

AMZN|023135106

1660000(+38.3%)

Value:

$315.8B(+20.0%)

Booking Holdings Inc.

BKNG|09857L108

55000(+83.3%)

Value:

$253.4B(+70.0%)

COMCAST CORP

CMCSA|20030N101

4850000(-33.6%)

Value:

$179.0B(-34.7%)

VISA INC.

V|92826C839

300000(-26.8%)

Value:

$105.1B(-18.9%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

250000(-58.3%)

Value:

$92.1B(-55.2%)

Meta Platforms, Inc.

META|30303M102

155000(+210.0%)

Value:

$89.3B(+205.2%)

NETFLIX INC

NFLX|64110L106

50000(-54.5%)

Value:

$46.6B(-52.4%)

Uber Technologies, Inc

UBER|90353T100

500000(-80.8%)

Value:

$36.4B(-76.8%)

Instrument	Shares		Other Manager	Value
Alphabet Inc.(GOOGLcusip02079K305)	2.9M	QoQ +8.41% (-225.0K) YoY +13.72% (+350.0K)	All Managers (Combined)	$448.5M	QoQ -11.43% (-$57.9M) YoY +16.52% (+$63.6M)
Microsoft Corp(MSFTcusip594918104)	910.0K	QoQ +40.00% (+260.0K) YoY +250.00% (+650.0K)	All Managers (Combined)	$341.6M	QoQ +24.68% (+$67.6M) YoY +212.28% (+$232.2M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	2.0M	QoQ +47.27% (+650.0K) YoY +84.09% (+925.0K)	All Managers (Combined)	$336.1M	QoQ +23.78% (+$64.6M) YoY +124.61% (+$186.5M)
Amazon Com Inc(AMZNcusip023135106)	1.7M	QoQ +38.33% (+460.0K) YoY +22.96% (+310.0K)	All Managers (Combined)	$315.8M	QoQ +19.96% (+$52.6M) YoY +29.69% (+$72.3M)
Booking Holdings Inc.(BKNGcusip09857L108)	55.0K	QoQ +83.33% (+25.0K) YoY +10.00% (+5.0K)	All Managers (Combined)	$253.4M	QoQ +69.99% (+$104.3M) YoY +39.68% (+$72.0M)
Comcast Corp(CMCSAcusip20030N101)	4.8M	QoQ -33.56% (-2.5M) YoY +46.96% (+1.6M)	All Managers (Combined)	$179.0M	QoQ -34.67% (-$95.0M) YoY +25.10% (+$35.9M)
Visa Inc.(Vcusip92826C839)	300.0K	QoQ -26.82% (-110.0K) YoY -40.00% (-200.0K)	All Managers (Combined)	$105.1M	QoQ -18.86% (-$24.4M) YoY -24.65% (-$34.4M)
Charter Communications, Inc. /Mo/(CHTRcusip16119P108)	250.0K	QoQ -58.33% (-350.0K) YoY -75.24% (-760.0K)	All Managers (Combined)	$92.1M	QoQ -55.20% (-$113.5M) YoY -68.61% (-$201.4M)
Meta Platforms, Inc.(METAcusip30303M102)	155.0K	QoQ +210.00% (+105.0K) YoY +19.23% (+25.0K)	All Managers (Combined)	$89.3M	QoQ +205.15% (+$60.1M) YoY +41.52% (+$26.2M)
Netflix Inc(NFLXcusip64110L106)	50.0K	QoQ -54.54% (-60.0K) YoY -60.00% (-75.0K)	All Managers (Combined)	$46.6M	QoQ -52.44% (-$51.4M) YoY -38.58% (-$29.3M)
Uber Technologies, Inc(UBERcusip90353T100)	500.0K	QoQ -80.76% (-2.1M) YoY NEW(+500.0K)	All Managers (Combined)	$36.4M	QoQ -76.77% (-$120.4M) YoY NEW(+$36.4M)