Voyager Global Management

Latest statistics and disclosures from Voyager Global Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, MSFT, AMZN, CHTR, TSM, and represent 69.82% of Voyager Global Management's stock portfolio.
  • Added to shares of these 5 stocks: CHTR (+$360M), NVDA (+$317M), MSFT (+$109M), BKNG (+$43M), TSM (+$15M).
  • Reduced shares in these 7 stocks: GOOGL (-$258M), V (-$210M), , , , TEAM (-$32M), AMZN (-$17M).
  • Sold out of its positions in CMCSA, META, MA.
  • Voyager Global Management was a net seller of stock by $-143M.
  • Voyager Global Management has $3.4B in assets under management (AUM), dropping by 0.14%.
  • Central Index Key (CIK): 0001849753

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Portfolio Holdings for Voyager Global Management

Voyager Global Management holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 21.0 $718M +79% 3.9M 186.50
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Microsoft Corporation (MSFT) 14.5 $496M +28% 1.0M 483.62
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Amazon (AMZN) 12.2 $416M -4% 1.8M 230.82
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Charter Communications Inc N Cl A (CHTR) 11.3 $386M +1380% 1.9M 208.75
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 10.9 $372M +4% 1.2M 303.89
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Booking Holdings (BKNG) 10.2 $348M +14% 65k 5355.33
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Alphabet Cap Stk Cl A (GOOGL) 8.5 $290M -47% 925k 313.00
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Atlassian Corporation Cl A (TEAM) 6.4 $219M -12% 1.4M 162.14
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Visa Com Cl A (V) 5.1 $175M -54% 500k 350.71
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Past Filings by Voyager Global Management

SEC 13F filings are viewable for Voyager Global Management going back to 2021