Voyager Global Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Voyager Global Management LP reported 11 stock positions worth $2.8 billion. Its top holding was Alphabet Class A (GOOGL) at 19.1% of the portfolio, followed by Nvidia (NVDA, 12.2%) and Amazon.com (AMZN, 12.0%). Compared with Q1 2025, it opened 3 new positions, sold out of 3, added to 3 and reduced 5. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Microsoft (MSFT, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.8B (Q2 2025)
- SEC Filing
- 0001849753-25-000007 ↗ filed Aug 14, 2025
Holdings Value
Holdings 11 stocks · $2.8B
| GOOGL Alphabet Inc. Class A | 19.13% | 3,025,000 | $533.1M | Add +4.3% |
| NVDA Nvidia Corp. | 12.19% | 2,150,000 | $339.7M | New |
| AMZN Amazon.com Inc. | 12.01% | 1,525,000 | $334.6M | Reduce -8.1% |
| TSM Taiwan Semiconductor-SP ADR | 11.79% | 1,450,000 | $328.4M | Reduce -28.4% |
| BKNG Booking Holdings Inc. | 8.31% | 40,000 | $231.6M | Reduce -27.3% |
| V Visa Inc. Class A | 8.09% | 635,000 | $225.5M | Add +111.7% |
| MA Mastercard Inc. Class A | 8.07% | 400,000 | $224.8M | New |
| MSFT Microsoft Corp. | 8.03% | 450,000 | $223.8M | Reduce -50.5% |
| CMCSA Comcast Corp. Class A | 7.04% | 5,500,000 | $196.3M | Add +13.4% |
| TEAM Atlassian Corp. Class A | 4.01% | 550,000 | $111.7M | New |
| META Meta Platforms Inc. Class A | 1.32% | 50,000 | $36.9M | Reduce -67.7% |
Portfolio Sells Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Reduce -50.5% | 8.03% | −7.19 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −4.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -28.4% | 11.79% | −3.19 |
| BKNG Booking Holdings Inc. | Reduce -27.3% | 8.31% | −2.98 |
| META Meta Platforms Inc. Class A | Reduce -67.7% | 1.32% | −2.66 |
| NFLX Netflix Inc. | Sold out | 0.00% | −2.08 |
| AMZN Amazon.com Inc. | Reduce -8.1% | 12.01% | −2.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.62 |
Portfolio Buys Q1 2025 → Q2 2025
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 |