Voyager Global Management

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

  • Top 5 stock holdings are GOOGL, AMZN, V, TMUS, BKNG, and represent 54.87% of Voyager Global Management's stock portfolio.
  • Added to shares of these 8 stocks: TSM (+$109M), SBAC (+$64M), AMZN (+$51M), NFLX (+$47M), CMCSA (+$31M), V (+$17M), META (+$15M), MSFT (+$7.9M).
  • Reduced shares in these 6 stocks: CHTR (-$180M), UBER (-$68M), UNP (-$38M), TMUS (-$32M), GOOGL (-$20M), BKNG.
  • Sold out of its position in UNP.
  • Voyager Global Management was a net buyer of stock by $1.7M.
  • Voyager Global Management has $2.1B in assets under management (AUM), dropping by 3.40%.
  • Central Index Key (CIK): 0001849753

Tip: Access up to 7 years of quarterly data

Positions held by Voyager Global Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Voyager Global Management

Voyager Global Management holds 13 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 14.1 $301M -6% 2.3M 130.86
 View chart
Amazon (AMZN) 13.1 $280M +22% 2.2M 127.12
 View chart
Visa Com Cl A (V) 11.6 $247M +7% 1.1M 230.01
 View chart
Metropcs Communications (TMUS) 8.1 $172M -15% 1.2M 140.05
 View chart
Booking Holdings (BKNG) 8.0 $170M 55k 3083.95
 View chart
Netflix (NFLX) 7.5 $161M +41% 425k 377.60
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.4 $159M +217% 1.8M 86.90
 View chart
Charter Communications Inc N Cl A (CHTR) 7.2 $154M -53% 350k 439.82
 View chart
Comcast Corp Cl A (CMCSA) 6.2 $133M +30% 3.0M 44.34
 View chart
Meta Platforms Cl A (META) 5.3 $113M +15% 375k 300.21
 View chart
Sba Communications Corp Cl A (SBAC) 5.2 $110M +139% 550k 200.17
 View chart
Microsoft Corporation (MSFT) 4.4 $95M +9% 300k 315.75
 View chart
Uber Technologies (UBER) 1.8 $38M -64% 825k 45.99
 View chart

Past Filings by Voyager Global Management

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