Voyager Global Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Voyager Global Management LP reported 14 stock positions worth $2.2 billion. Its top holding was Alphabet Class A (GOOGL) at 13.8% of the portfolio, followed by Visa Class A (V, 11.1%) and Comcast Class A (CMCSA, 10.5%). Compared with Q1 2024, it opened 1 new position, added to 5 and reduced 8. The biggest buy was Visa Class A (V, shares +90%) and the biggest sale Alphabet Class A (GOOGL, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.2B (Q2 2024)
- SEC Filing
- 0001849753-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $2.2B
| GOOGL Alphabet Inc. Class A | 13.81% | 1,700,000 | $309.7M | Reduce -33.3% |
| V Visa Inc. Class A | 11.12% | 950,000 | $249.3M | Add +90.0% |
| CMCSA Comcast Corp. Class A | 10.48% | 6,000,000 | $235.0M | Add +81.8% |
| CHTR Charter Communications Inc. Class A | 10.00% | 750,000 | $224.2M | Reduce -25.7% |
| AMZN Amazon.com Inc. | 9.91% | 1,150,000 | $222.2M | Reduce -14.8% |
| TSM Taiwan Semiconductor-SP ADR | 8.92% | 1,150,000 | $199.9M | Add +4.5% |
| BKNG Booking Holdings Inc. | 7.95% | 45,000 | $178.3M | Reduce -10.0% |
| MA Mastercard Inc. Class A | 7.87% | 400,000 | $176.5M | Add +73.9% |
| SBAC SBA Communications Corp. | 5.04% | 575,000 | $112.9M | Add +187.5% |
| MSFT Microsoft Corp. | 4.98% | 250,000 | $111.7M | Reduce -3.9% |
| TMUS T-Mobile US Inc. | 4.79% | 610,000 | $107.5M | Reduce -23.8% |
| NFLX Netflix Inc. | 3.01% | 100,000 | $67.5M | Reduce -20.0% |
| META Meta Platforms Inc. Class A | 1.12% | 50,000 | $25.2M | Reduce -61.5% |
| UBER Uber Technologies Inc. | 0.97% | 300,000 | $21.8M | New |
Portfolio Sells Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Reduce -33.3% | 13.81% | −4.79 |
| CHTR Charter Communications Inc. Class A | Reduce -25.7% | 10.00% | −4.19 |
| META Meta Platforms Inc. Class A | Reduce -61.5% | 1.12% | −1.93 |
| AMZN Amazon.com Inc. | Reduce -14.8% | 9.91% | −1.86 |
| TMUS T-Mobile US Inc. | Reduce -23.8% | 4.79% | −1.52 |
| BKNG Booking Holdings Inc. | Reduce -10.0% | 7.95% | −0.82 |
| NFLX Netflix Inc. | Reduce -20.0% | 3.01% | −0.66 |
| MSFT Microsoft Corp. | Reduce -3.9% | 4.98% | −0.30 |
Portfolio Buys Q1 2024 → Q2 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 |