Voyager Global Management

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

  • Top 5 stock holdings are GOOGL, MSFT, CMCSA, TSM, AMZN, and represent 63.46% of Voyager Global Management's stock portfolio.
  • Added to shares of these 8 stocks: UBER (+$118M), CMCSA (+$102M), SBAC (+$96M), MSFT (+$84M), META (+$29M), TEAM (+$24M), NFLX (+$8.0M), GOOGL.
  • Started 3 new stock positions in TEAM, SBAC, META.
  • Reduced shares in these 6 stocks: V (-$229M), MA (-$100M), BKNG (-$75M), CHTR (-$41M), AMZN (-$38M), TSM (-$20M).
  • Voyager Global Management was a net seller of stock by $-37M.
  • Voyager Global Management has $2.5B in assets under management (AUM), dropping by 8.37%.
  • 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 December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 20.2 $506M 2.7M 189.30
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Microsoft Corporation (MSFT) 10.9 $274M +44% 650k 421.50
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Comcast Corp Cl A (CMCSA) 10.9 $274M +59% 7.3M 37.53
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 10.8 $272M -6% 1.4M 197.49
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Amazon (AMZN) 10.5 $263M -12% 1.2M 219.39
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Charter Communications Inc N Cl A (CHTR) 8.2 $206M -16% 600k 342.77
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Uber Technologies (UBER) 6.3 $157M +300% 2.6M 60.32
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Booking Holdings (BKNG) 6.0 $149M -33% 30k 4968.42
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Visa Com Cl A (V) 5.2 $130M -63% 410k 316.04
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Netflix (NFLX) 3.9 $98M +8% 110k 891.32
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Sba Communications Corp Cl A (SBAC) 3.8 $96M NEW 470k 203.80
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Meta Platforms Cl A (META) 1.2 $29M NEW 50k 585.51
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Mastercard Incorporated Cl A (MA) 1.1 $26M -79% 50k 526.57
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Atlassian Corporation Cl A (TEAM) 1.0 $24M NEW 100k 243.38
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Past Filings by Voyager Global Management

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