Voyager Global Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Voyager Global Management LP reported 9 stock positions worth $3.4 billion. Its top holding was Nvidia (NVDA) at 21.0% of the portfolio, followed by Microsoft (MSFT, 14.5%) and Amazon.com (AMZN, 12.2%). Compared with Q3 2025, it sold out of 3, added to 5 and reduced 4. The biggest buy was Charter Communications Class A (CHTR, shares +1380%) and the biggest sale Visa Class A (V, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $3.4B (Q4 2025)
- SEC Filing
- 0001849753-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 9 stocks · $3.4B
| NVDA Nvidia Corp. | 21.00% | 3,850,000 | $718.0M | Add +79.1% |
| MSFT Microsoft Corp. | 14.50% | 1,025,000 | $495.7M | Add +28.1% |
| AMZN Amazon.com Inc. | 12.15% | 1,800,000 | $415.5M | Reduce -4.0% |
| CHTR Charter Communications Inc. Class A | 11.29% | 1,850,000 | $386.2M | Add +1380.0% |
| TSM Taiwan Semiconductor-SP ADR | 10.89% | 1,225,000 | $372.3M | Add +4.3% |
| BKNG Booking Holdings Inc. | 10.18% | 65,000 | $348.1M | Add +14.0% |
| GOOGL Alphabet Inc. Class A | 8.47% | 925,000 | $289.5M | Reduce -47.1% |
| TEAM Atlassian Corp. Class A | 6.40% | 1,350,000 | $218.9M | Reduce -12.9% |
| V Visa Inc. Class A | 5.13% | 500,000 | $175.4M | Reduce -54.5% |
Portfolio Sells Q3 2025 → Q4 2025
| V Visa Inc. Class A | Reduce -54.5% | 5.13% | −5.87 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −5.52 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −5.38 |
| GOOGL Alphabet Inc. Class A | Reduce -47.1% | 8.47% | −3.99 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.83 |
| TEAM Atlassian Corp. Class A | Reduce -12.9% | 6.40% | −0.85 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 12.15% | +0.09 |
Portfolio Buys Q3 2025 → Q4 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 |