Voyager Global Management LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 11Value: $2.2BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "BKNG",
  "META",
  "MSFT",
  "UBER",
  "TSM",
  "AMZN",
  "V",
  "CHTR",
  "CMCSA",
  "NFLX"
]

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: voyager-global-management-lp
Manager Name: Voyager-Global-Management-Lp

Data Enrichment

100% identified

11 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

11 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

Alphabet Inc.

GOOGL|02079K305

Shares:2.9M

Value:$448.5M

% of Portfolio:20.0% ($448.5M/$2.2B)

MICROSOFT CORP

MSFT|594918104

Shares:910.0K

Value:$341.6M

% of Portfolio:15.2% ($341.6M/$2.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.0M

Value:$336.1M

% of Portfolio:15.0% ($336.1M/$2.2B)

AMAZON COM INC

AMZN|023135106

Shares:1.7M

Value:$315.8M

% of Portfolio:14.1% ($315.8M/$2.2B)

Booking Holdings Inc.

BKNG|09857L108

Shares:55.0K

Value:$253.4M

% of Portfolio:11.3% ($253.4M/$2.2B)

COMCAST CORP

CMCSA|20030N101

Shares:4.8M

Value:$179.0M

% of Portfolio:8.0% ($179.0M/$2.2B)

VISA INC.

V|92826C839

Shares:300.0K

Value:$105.1M

% of Portfolio:4.7% ($105.1M/$2.2B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:250.0K

Value:$92.1M

% of Portfolio:4.1% ($92.1M/$2.2B)

Meta Platforms, Inc.

META|30303M102

Shares:155.0K

Value:$89.3M

% of Portfolio:4.0% ($89.3M/$2.2B)

NETFLIX INC

NFLX|64110L106

Shares:50.0K

Value:$46.6M

% of Portfolio:2.1% ($46.6M/$2.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:500.0K

Value:$36.4M

% of Portfolio:1.6% ($36.4M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	2.9M	QoQ +8.41% (-225.0K) YoY +13.72% (+350.0K)	All Managers (Combined)	$448.5M	20.0% ($448.5M/$2.2B)	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	15.2% ($341.6M/$2.2B)	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	15.0% ($336.1M/$2.2B)	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	14.1% ($315.8M/$2.2B)	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	11.3% ($253.4M/$2.2B)	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	8.0% ($179.0M/$2.2B)	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	4.7% ($105.1M/$2.2B)	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	4.1% ($92.1M/$2.2B)	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	4.0% ($89.3M/$2.2B)	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	2.1% ($46.6M/$2.2B)	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	1.6% ($36.4M/$2.2B)	QoQ -76.77% (-$120.4M) YoY NEW(+$36.4M)