Voyager Global Management LP
CIK: 0001849753SEC EDGAR →
Portfolio Value
$3.4B
Holdings
9
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 3,850,000 | $718.0M | 21.00% |
| 2 | MICROSOFT CORP | 1,025,000 | $495.0M | 14.48% |
| 3 | AMAZON COM INC | 1,800,000 | $415.0M | 12.14% |
| 4 | CHARTER COMMUNICATIONS INC N | 1,850,000 | $386.0M | 11.29% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 1,225,000 | $372.0M | 10.88% |
| 6 | BOOKING HOLDINGS INC | 65,000 | $348.0M | 10.18% |
| 7 | ALPHABET INC | 925,000 | $289.0M | 8.45% |
| 8 | ATLASSIAN CORPORATION | 1,350,000 | $218.0M | 6.38% |
| 9 | VISA INC | 500,000 | $175.0M | 5.12% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $1.8B | 52.8% |
| Consumer Cyclical | 2 | $763.0M | 22.3% |
| Communication Services | 2 | $675.0M | 19.8% |
| Financial Services | 1 | $175.0M | 5.1% |