Voyager Global Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Voyager Global Management LP reported 8 stock positions worth $3.6 billion. Its top holding was Nvidia (NVDA) at 28.1% of the portfolio, followed by Microsoft (MSFT, 17.5%) and Amazon.com (AMZN, 13.9%). Compared with Q1 2026, it added to 4 and reduced 3. The biggest buy was Alphabet Class A (GOOGL, shares +125%) and the biggest sale Atlassian Class A (TEAM, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $3.6B (Q2 2026)
- SEC Filing
- 0001849753-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $3.6B
| NVDA Nvidia Corp. | 28.09% | 5,100,000 | $1.0B | Add +8.5% |
| MSFT Microsoft Corp. | 17.46% | 1,700,000 | $634.1M | Add +28.3% |
| AMZN Amazon.com Inc. | 13.94% | 2,125,000 | $506.5M | Reduce -2.3% |
| TSM Taiwan Semiconductor-SP ADR | 12.82% | 975,000 | $465.6M | Reduce -15.2% |
| GOOGL Alphabet Inc. Class A | 11.07% | 1,125,000 | $402.0M | Add +125.0% |
| BKNG Booking Holdings Inc. | 7.36% | 1,500,000 | $267.4M | No change |
| META Meta Platforms Inc. Class A | 6.12% | 395,000 | $222.5M | Add +75.6% |
| TEAM Atlassian Corp. Class A | 3.15% | 1,470,000 | $114.4M | Reduce -61.8% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $3.6B | NVDA, MSFT, AMZN, TSM, GOOGL |
| Q1 2026 | 8 | $2.9B | NVDA, MSFT, AMZN, TSM, TEAM |
| Q4 2025 | 9 | $3.4B | NVDA, MSFT, AMZN, CHTR, TSM |
| Q3 2025 | 12 | $3.4B | GOOGL, MSFT, AMZN, NVDA, V |
| Q2 2025 | 11 | $2.8B | GOOGL, NVDA, AMZN, TSM, BKNG |
| Q1 2025 | 11 | $2.2B | GOOGL, MSFT, TSM, AMZN, BKNG |
| Q4 2024 | 14 | $2.5B | GOOGL, MSFT, CMCSA, TSM, AMZN |
| Q3 2024 | 11 | $2.3B | GOOGL, V, AMZN, TSM, CHTR |
| Q2 2024 | 14 | $2.2B | GOOGL, V, CMCSA, CHTR, AMZN |
| Q1 2024 | 13 | $2.1B | GOOGL, CHTR, AMZN, BKNG, TSM |