Voyager Global Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Voyager Global Management LP reported 8 stock positions worth $2.9 billion. Its top holding was Nvidia (NVDA) at 27.9% of the portfolio, followed by Microsoft (MSFT, 16.7%) and Amazon.com (AMZN, 15.4%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 4 and reduced 3. The biggest buy was Nvidia (NVDA, shares +22%) and the biggest sale an exit from Charter Communications Class A (CHTR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849753
- Portfolio Value
- $2.9B (Q1 2026)
- SEC Filing
- 0001849753-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 8 stocks · $2.9B
| NVDA Nvidia Corp. | 27.88% | 4,700,000 | $819.7M | Add +22.1% |
| MSFT Microsoft Corp. | 16.68% | 1,325,000 | $490.5M | Add +29.3% |
| AMZN Amazon.com Inc. | 15.41% | 2,175,000 | $453.0M | Add +20.8% |
| TSM Taiwan Semiconductor-SP ADR | 13.22% | 1,150,000 | $388.6M | Reduce -6.1% |
| TEAM Atlassian Corp. Class A | 8.94% | 3,850,000 | $262.8M | Add +185.2% |
| BKNG Booking Holdings Inc. | 8.59% | 60,000 | $252.6M | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 4.89% | 500,000 | $143.8M | Reduce -46.0% |
| META Meta Platforms Inc. Class A | 4.38% | 225,000 | $128.7M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |