Voyager Global Management LP
Voyager Global Management LP reported 8 US-listed holdings worth $3.63 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (28.1%), Microsoft Corp. (17.5%) and Amazon.com Inc. (13.9%). Against the quarter before, it opened 0 positions, added to 5, trimmed 3 and sold out of 0.
Reported holdings$3.63B+23.6% on Q1 2026
Positions8as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 5Trimmed 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 5
- Booking Holdings Inc. BKNG+1.4 million shares · +2400%
- Alphabet Inc. GOOGL+625,000 shares · +125%
- Microsoft Corp. MSFT+375,000 shares · +28%
- Meta Platforms, Inc. META+170,000 shares · +76%
- NVIDIA Corp. NVDA+400,000 shares · +9%
Trimmed 3
- Atlassian Corporation TEAM-2.4 million shares · -62%
- Taiwan Semiconductor Manufacturing Company Limited TSM-175,000 shares · -15%
- Amazon.com Inc. AMZN-50,000 shares · -2%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 5,100,000 | $1.02 billion | 28.09% | +400,000 |
| Microsoft Corp. MSFT | 1,700,000 | $634.1 million | 17.46% | +375,000 |
| Amazon.com Inc. AMZN | 2,125,000 | $506.5 million | 13.94% | -50,000 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 975,000 | $465.6 million | 12.82% | -175,000 |
| Alphabet Inc. GOOGL | 1,125,000 | $402.0 million | 11.07% | +625,000 |
| Booking Holdings Inc. BKNG | 1,500,000 | $267.4 million | 7.36% | +1,440,000 |
| Meta Platforms, Inc. META | 395,000 | $222.5 million | 6.12% | +170,000 |
| Atlassian Corporation TEAM | 1,470,000 | $114.4 million | 3.15% | -2,380,000 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.