Voyager Global Management LP
Net buyer this quarter
$3.63B
8
+$258M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.02B | 28.09% | 0.02% | +8.5% | Q2 2025 |
 MSFT | $634M | 17.46% | 0.02% | +28.3% | Q4 2021 |
 AMZN | $506M | 13.94% | 0.02% | -2.3% | Q4 2021 |
 TSM | $466M | 12.82% | 0.00% | -15.2% | Q2 2023 |
 GOOGL | $402M | 11.07% | 0.01% | +125.0% | Q4 2021 |
 BKNG | $267M | 7.36% | 0.19% | Not reported | Q2 2023 |
 META | $222M | 6.12% | Not reported | +75.6% | Q4 2021 |
 TEAM | $114M | 3.15% | Not reported | -61.8% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $820M | 27.88% | 0.02% | +22.1% | Q2 2025 |
| MSFT | $490M | 16.68% | 0.02% | +29.3% | Q4 2021 |
| AMZN | $453M | 15.41% | 0.02% | +20.8% | Q4 2021 |
| TSM | $389M | 13.22% | 0.00% | -6.1% | Q2 2023 |
| TEAM | $263M | 8.94% | Not reported | +185.2% | Q4 2024 |
| BKNG | $253M | 8.59% | 0.19% | -7.7% | Q2 2023 |
| GOOGL | $144M | 4.89% | 0.00% | -46.0% | Q4 2021 |
| META | $129M | 4.38% | Not reported | Not reported | Q4 2021 |
| Q4 2025 | |||||
| NVDA | $718M | 21.00% | 0.02% | +79.1% | Q2 2025 |
| MSFT | $496M | 14.50% | 0.01% | +28.1% | Q4 2021 |
| AMZN | $415M | 12.15% | 0.02% | -4.0% | Q4 2021 |
 CHTR | $386M | 11.29% | 0.68% | +1380.0% | Q2 2022 |
| TSM | $372M | 10.89% | 0.00% | +4.3% | Q2 2023 |
| BKNG | $348M | 10.18% | 0.20% | +14.0% | Q2 2023 |
| GOOGL | $290M | 8.47% | 0.01% | -47.1% | Q4 2021 |
| TEAM | $219M | 6.40% | Not reported | -12.9% | Q4 2024 |
 V | $175M | 5.13% | 0.03% | -54.6% | Q4 2021 |
| Q3 2025 | |||||
| GOOGL | $425M | 12.46% | 0.01% | -42.2% | Q4 2021 |
| MSFT | $414M | 12.13% | 0.01% | +77.8% | Q4 2021 |
| AMZN | $412M | 12.06% | 0.02% | +23.0% | Q4 2021 |
| NVDA | $401M | 11.75% | 0.01% | Not reported | Q2 2025 |
| V | $376M | 11.00% | 0.06% | +73.2% | Q4 2021 |
| TSM | $328M | 9.61% | 0.00% | -19.0% | Q2 2023 |
| BKNG | $308M | 9.01% | 0.18% | +42.5% | Q2 2023 |
| TEAM | $248M | 7.25% | Not reported | +181.8% | Q4 2024 |
 CMCSA | $189M | 5.52% | 0.15% | +9.1% | Q4 2021 |
| META | $184M | 5.38% | Not reported | +400.0% | Q4 2021 |
 MA | $96.7M | 2.83% | 0.01% | -57.5% | Q1 2024 |
| CHTR | $34.4M | 1.01% | 0.05% | Not reported | Q2 2022 |