Voyager Global Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Voyager Global Management LP reported 14 stock positions worth $2.5 billion. Its top holding was Alphabet Class A (GOOGL) at 20.2% of the portfolio, followed by Microsoft (MSFT, 10.9%) and Comcast Class A (CMCSA, 10.9%). Compared with Q3 2024, it opened 3 new positions, added to 5 and reduced 6. The biggest buy was Uber Technologies (UBER, shares +300%) and the biggest sale Visa Class A (V, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.5B (Q4 2024)
- SEC Filing
- 0001849753-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 14 stocks · $2.5B
| GOOGL Alphabet Inc. Class A | 20.22% | 2,675,000 | $506.4M | Add +0.9% |
| MSFT Microsoft Corp. | 10.94% | 650,000 | $274.0M | Add +44.4% |
| CMCSA Comcast Corp. Class A | 10.94% | 7,300,000 | $274.0M | Add +59.6% |
| TSM Taiwan Semiconductor-SP ADR | 10.84% | 1,375,000 | $271.5M | Reduce -6.8% |
| AMZN Amazon.com Inc. | 10.51% | 1,200,000 | $263.3M | Reduce -12.7% |
| CHTR Charter Communications Inc. Class A | 8.21% | 600,000 | $205.7M | Reduce -16.7% |
| UBER Uber Technologies Inc. | 6.26% | 2,600,000 | $156.8M | Add +300.0% |
| BKNG Booking Holdings Inc. | 5.95% | 30,000 | $149.1M | Reduce -33.3% |
| V Visa Inc. Class A | 5.17% | 410,000 | $129.6M | Reduce -63.9% |
| NFLX Netflix Inc. | 3.92% | 110,000 | $98.0M | Add +8.9% |
| SBAC SBA Communications Corp. | 3.83% | 470,000 | $95.8M | New |
| META Meta Platforms Inc. Class A | 1.17% | 50,000 | $29.3M | New |
| MA Mastercard Inc. Class A | 1.05% | 50,000 | $26.3M | Reduce -79.2% |
| TEAM Atlassian Corp. Class A | 0.97% | 100,000 | $24.3M | New |
Portfolio Sells Q3 2024 → Q4 2024
| V Visa Inc. Class A | Reduce -63.9% | 5.17% | −8.33 |
| MA Mastercard Inc. Class A | Reduce -79.2% | 1.05% | −4.08 |
| BKNG Booking Holdings Inc. | Reduce -33.3% | 5.95% | −2.25 |
| CHTR Charter Communications Inc. Class A | Reduce -16.7% | 8.21% | −1.89 |
| AMZN Amazon.com Inc. | Reduce -12.7% | 10.51% | −0.57 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.8% | 10.84% | −0.24 |
Portfolio Buys Q3 2024 → Q4 2024
| UBER Uber Technologies Inc. | Add +300.0% | 6.26% | +4.15 |
| SBAC SBA Communications Corp. | New | 3.83% | +3.83 |
| CMCSA Comcast Corp. Class A | Add +59.6% | 10.94% | +2.67 |
| MSFT Microsoft Corp. | Add +44.4% | 10.94% | +2.56 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 20.22% | +1.20 |
| META Meta Platforms Inc. Class A | New | 1.17% | +1.17 |
| TEAM Atlassian Corp. Class A | New | 0.97% | +0.97 |
| NFLX Netflix Inc. | Add +8.9% | 3.92% | +0.82 |
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 |