Voyager Global Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Voyager Global Management LP reported 11 stock positions worth $2.2 billion. Its top holding was Alphabet Class A (GOOGL) at 20.0% of the portfolio, followed by Microsoft (MSFT, 15.2%) and Taiwan Semiconductor-SP ADR (TSM, 15.0%). Compared with Q4 2024, it sold out of 3, added to 6 and reduced 5. The biggest buy was Booking (BKNG, shares +83%) and the biggest sale Uber Technologies (UBER, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.2B (Q1 2025)
- SEC Filing
- 0001849753-25-000005 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $2.2B
| GOOGL Alphabet Inc. Class A | 19.98% | 2,900,000 | $448.5M | Add +8.4% |
| MSFT Microsoft Corp. | 15.22% | 910,000 | $341.6M | Add +40.0% |
| TSM Taiwan Semiconductor-SP ADR | 14.98% | 2,025,000 | $336.1M | Add +47.3% |
| AMZN Amazon.com Inc. | 14.07% | 1,660,000 | $315.8M | Add +38.3% |
| BKNG Booking Holdings Inc. | 11.29% | 55,000 | $253.4M | Add +83.3% |
| CMCSA Comcast Corp. Class A | 7.98% | 4,850,000 | $179.0M | Reduce -33.6% |
| V Visa Inc. Class A | 4.69% | 300,000 | $105.1M | Reduce -26.8% |
| CHTR Charter Communications Inc. Class A | 4.11% | 250,000 | $92.1M | Reduce -58.3% |
| META Meta Platforms Inc. Class A | 3.98% | 155,000 | $89.3M | Add +210.0% |
| NFLX Netflix Inc. | 2.08% | 50,000 | $46.6M | Reduce -54.5% |
| UBER Uber Technologies Inc. | 1.62% | 500,000 | $36.4M | Reduce -80.8% |
Portfolio Sells Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Reduce -80.8% | 1.62% | −4.64 |
| CHTR Charter Communications Inc. Class A | Reduce -58.3% | 4.11% | −4.11 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −3.83 |
| CMCSA Comcast Corp. Class A | Reduce -33.6% | 7.98% | −2.97 |
| NFLX Netflix Inc. | Reduce -54.5% | 2.08% | −1.84 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −1.05 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.97 |
| V Visa Inc. Class A | Reduce -26.8% | 4.69% | −0.49 |
Portfolio Buys Q4 2024 → Q1 2025
| BKNG Booking Holdings Inc. | Add +83.3% | 11.29% | +5.34 |
| MSFT Microsoft Corp. | Add +40.0% | 15.22% | +4.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +47.3% | 14.98% | +4.14 |
| AMZN Amazon.com Inc. | Add +38.3% | 14.07% | +3.56 |
| META Meta Platforms Inc. Class A | Add +210.0% | 3.98% | +2.81 |
| GOOGL Alphabet Inc. Class A | Add +8.4% | 19.98% | −0.24 |
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 |