Voyager Global Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Voyager Global Management LP reported 12 stock positions worth $3.4 billion. Its top holding was Alphabet Class A (GOOGL) at 12.5% of the portfolio, followed by Microsoft (MSFT, 12.1%) and Amazon.com (AMZN, 12.1%). Compared with Q2 2025, it opened 1 new position, added to 7 and reduced 3. The biggest buy was Microsoft (MSFT, shares +78%) and the biggest sale Alphabet Class A (GOOGL, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $3.4B (Q3 2025)
- SEC Filing
- 0001849753-25-000008 ↗ filed Nov 14, 2025
Holdings Value
Holdings 12 stocks · $3.4B
| GOOGL Alphabet Inc. Class A | 12.46% | 1,750,000 | $425.4M | Reduce -42.1% |
| MSFT Microsoft Corp. | 12.13% | 800,000 | $414.4M | Add +77.8% |
| AMZN Amazon.com Inc. | 12.06% | 1,875,000 | $411.7M | Add +22.9% |
| NVDA Nvidia Corp. | 11.75% | 2,150,000 | $401.1M | No change |
| V Visa Inc. Class A | 11.00% | 1,100,000 | $375.5M | Add +73.2% |
| TSM Taiwan Semiconductor-SP ADR | 9.61% | 1,175,000 | $328.2M | Reduce -19.0% |
| BKNG Booking Holdings Inc. | 9.01% | 57,000 | $307.8M | Add +42.5% |
| TEAM Atlassian Corp. Class A | 7.25% | 1,550,000 | $247.5M | Add +181.8% |
| CMCSA Comcast Corp. Class A | 5.52% | 6,000,000 | $188.5M | Add +9.1% |
| META Meta Platforms Inc. Class A | 5.38% | 250,000 | $183.6M | Add +400.0% |
| MA Mastercard Inc. Class A | 2.83% | 170,000 | $96.7M | Reduce -57.5% |
| CHTR Charter Communications Inc. Class A | 1.01% | 125,000 | $34.4M | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Add +77.8% | 12.13% | +4.10 |
| META Meta Platforms Inc. Class A | Add +400.0% | 5.38% | +4.05 |
| TEAM Atlassian Corp. Class A | Add +181.8% | 7.25% | +3.24 |
| V Visa Inc. Class A | Add +73.2% | 11.00% | +2.91 |
| CHTR Charter Communications Inc. Class A | New | 1.01% | +1.01 |
| BKNG Booking Holdings Inc. | Add +42.5% | 9.01% | +0.70 |
| AMZN Amazon.com Inc. | Add +22.9% | 12.06% | +0.05 |
| CMCSA Comcast Corp. Class A | Add +9.1% | 5.52% | −1.52 |
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 |