Voyager Global Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Voyager Global Management LP reported 13 stock positions worth $2.1 billion. Its top holding was Alphabet Class A (GOOGL) at 18.6% of the portfolio, followed by Charter Communications Class A (CHTR, 14.2%) and Amazon.com (AMZN, 11.8%). Compared with Q4 2023, it opened 2 new positions, added to 3 and reduced 8. The biggest buy was Charter Communications Class A (CHTR, shares +113%) and the biggest sale Meta Platforms Class A (META, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.1B (Q1 2024)
- SEC Filing
- 0001849753-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 13 stocks · $2.1B
| GOOGL Alphabet Inc. Class A | 18.60% | 2,550,000 | $384.9M | Reduce -6.1% |
| CHTR Charter Communications Inc. Class A | 14.19% | 1,010,000 | $293.5M | Add +112.6% |
| AMZN Amazon.com Inc. | 11.77% | 1,350,000 | $243.5M | Reduce -17.2% |
| BKNG Booking Holdings Inc. | 8.77% | 50,000 | $181.4M | Reduce -19.4% |
| TSM Taiwan Semiconductor-SP ADR | 7.23% | 1,100,000 | $149.7M | Reduce -48.2% |
| CMCSA Comcast Corp. Class A | 6.92% | 3,300,000 | $143.1M | Add +14.8% |
| V Visa Inc. Class A | 6.75% | 500,000 | $139.5M | Reduce -45.4% |
| TMUS T-Mobile US Inc. | 6.31% | 800,000 | $130.6M | Reduce -3.0% |
| MA Mastercard Inc. Class A | 5.35% | 230,000 | $110.8M | New |
| MSFT Microsoft Corp. | 5.29% | 260,000 | $109.4M | Add +52.9% |
| NFLX Netflix Inc. | 3.67% | 125,000 | $75.9M | Reduce -37.5% |
| META Meta Platforms Inc. Class A | 3.05% | 130,000 | $63.1M | Reduce -74.8% |
| SBAC SBA Communications Corp. | 2.10% | 200,000 | $43.3M | New |
Portfolio Sells Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Reduce -74.8% | 3.05% | −5.66 |
| V Visa Inc. Class A | Reduce -45.4% | 6.75% | −4.64 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -48.2% | 7.23% | −3.33 |
| BKNG Booking Holdings Inc. | Reduce -19.4% | 8.77% | −1.74 |
| NFLX Netflix Inc. | Reduce -37.5% | 3.67% | −0.98 |
| AMZN Amazon.com Inc. | Reduce -17.2% | 11.77% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -3.0% | 6.31% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 18.60% | +0.48 |
Portfolio Buys Q4 2023 → Q1 2024
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 |