Voyager Global Management
Latest statistics and disclosures from Voyager Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, V, CMCSA, CHTR, AMZN, and represent 55.34% of Voyager Global Management's stock portfolio.
- Added to shares of these 6 stocks: V (+$118M), CMCSA (+$106M), MA (+$75M), SBAC (+$74M), UBER (+$22M), TSM (+$8.7M).
- Started 1 new stock position in UBER.
- Reduced shares in these 8 stocks: GOOGL (-$155M), CHTR (-$78M), META (-$40M), AMZN (-$39M), TMUS (-$34M), BKNG (-$20M), NFLX (-$17M), MSFT.
- Voyager Global Management was a net buyer of stock by $17M.
- Voyager Global Management has $2.2B in assets under management (AUM), dropping by 8.36%.
- Central Index Key (CIK): 0001849753
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Portfolio Holdings for Voyager Global Management
Voyager Global Management holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 13.8 | $310M | -33% | 1.7M | 182.15 |
|
| Visa Com Cl A (V) | 11.1 | $249M | +90% | 950k | 262.47 |
|
| Comcast Corp Cl A (CMCSA) | 10.5 | $235M | +81% | 6.0M | 39.16 |
|
| Charter Communications Inc N Cl A (CHTR) | 10.0 | $224M | -25% | 750k | 298.96 |
|
| Amazon (AMZN) | 9.9 | $222M | -14% | 1.2M | 193.25 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.9 | $200M | +4% | 1.2M | 173.81 |
|
| Booking Holdings (BKNG) | 8.0 | $178M | -10% | 45k | 3961.50 |
|
| Mastercard Incorporated Cl A (MA) | 7.9 | $177M | +73% | 400k | 441.16 |
|
| Sba Communications Corp Cl A (SBAC) | 5.0 | $113M | +187% | 575k | 196.30 |
|
| Microsoft Corporation (MSFT) | 5.0 | $112M | -3% | 250k | 446.95 |
|
| Metropcs Communications (TMUS) | 4.8 | $108M | -23% | 610k | 176.18 |
|
| Netflix (NFLX) | 3.0 | $68M | -20% | 100k | 674.88 |
|
| Meta Platforms Cl A (META) | 1.1 | $25M | -61% | 50k | 504.22 |
|
| Uber Technologies (UBER) | 1.0 | $22M | NEW | 300k | 72.68 |
|
Past Filings by Voyager Global Management
SEC 13F filings are viewable for Voyager Global Management going back to 2021
- Voyager Global Management 2024 Q2 filed Aug. 14, 2024
- Voyager Global Management 2024 Q1 filed May 15, 2024
- Voyager Global Management 2023 Q3 filed Nov. 14, 2023
- Voyager Global Management 2023 Q2 filed Aug. 14, 2023
- Voyager Global Management 2023 Q1 filed May 15, 2023
- Voyager Global Management 2022 Q4 filed Feb. 14, 2023
- Voyager Global Management 2022 Q3 filed Nov. 14, 2022
- Voyager Global Management 2022 Q2 filed Aug. 15, 2022
- Voyager Global Management 2022 Q1 filed May 16, 2022
- Voyager Global Management 2021 Q4 filed Feb. 11, 2022