Voyager Global Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Voyager Global Management LP reported 11 stock positions worth $2.3 billion. Its top holding was Alphabet Class A (GOOGL) at 19.0% of the portfolio, followed by Visa Class A (V, 13.5%) and Amazon.com (AMZN, 11.1%). Compared with Q2 2024, it sold out of 3, added to 7 and reduced 3. The biggest buy was Alphabet Class A (GOOGL, shares +56%) and the biggest sale an exit from SBA Communications (SBAC).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.3B (Q3 2024)
- SEC Filing
- 0001849753-24-000007 ↗ filed Nov 14, 2024
Holdings Value
Holdings 11 stocks · $2.3B
| GOOGL Alphabet Inc. Class A | 19.02% | 2,650,000 | $439.5M | Add +55.9% |
| V Visa Inc. Class A | 13.51% | 1,135,000 | $312.1M | Add +19.5% |
| AMZN Amazon.com Inc. | 11.09% | 1,375,000 | $256.2M | Add +19.6% |
| TSM Taiwan Semiconductor-SP ADR | 11.09% | 1,475,000 | $256.2M | Add +28.3% |
| CHTR Charter Communications Inc. Class A | 10.10% | 720,000 | $233.3M | Reduce -4.0% |
| MSFT Microsoft Corp. | 8.38% | 450,000 | $193.6M | Add +80.0% |
| CMCSA Comcast Corp. Class A | 8.27% | 4,575,000 | $191.1M | Reduce -23.8% |
| BKNG Booking Holdings Inc. | 8.20% | 45,000 | $189.5M | No change |
| MA Mastercard Inc. Class A | 5.13% | 240,000 | $118.5M | Reduce -40.0% |
| NFLX Netflix Inc. | 3.10% | 101,000 | $71.6M | Add +1.0% |
| UBER Uber Technologies Inc. | 2.11% | 650,000 | $48.9M | Add +116.7% |
Portfolio Sells Q2 2024 → Q3 2024
| SBAC SBA Communications Corp. | Sold out | 0.00% | −5.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −4.79 |
| MA Mastercard Inc. Class A | Reduce -40.0% | 5.13% | −2.74 |
| CMCSA Comcast Corp. Class A | Reduce -23.8% | 8.27% | −2.21 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.12 |
| CHTR Charter Communications Inc. Class A | Reduce -4.0% | 10.10% | +0.10 |
Portfolio Buys Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Add +55.9% | 19.02% | +5.21 |
| MSFT Microsoft Corp. | Add +80.0% | 8.38% | +3.40 |
| V Visa Inc. Class A | Add +19.5% | 13.51% | +2.38 |
| TSM Taiwan Semiconductor-SP ADR | Add +28.3% | 11.09% | +2.17 |
| AMZN Amazon.com Inc. | Add +19.6% | 11.09% | +1.17 |
| UBER Uber Technologies Inc. | Add +116.7% | 2.11% | +1.14 |
| NFLX Netflix Inc. | Add +1.0% | 3.10% | +0.09 |
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 |