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, TSM, TEAM, and represent 82.14% of Voyager Global Management's stock portfolio.
  • Added to shares of these 5 stocks: TEAM (+$171M), NVDA (+$148M), META (+$129M), MSFT (+$111M), AMZN (+$78M).
  • Started 1 new stock position in META.
  • Reduced shares in these 5 stocks: CHTR (-$386M), , GOOGL (-$122M), TSM (-$25M), BKNG (-$21M).
  • Sold out of its positions in CHTR, V.
  • Voyager Global Management was a net seller of stock by $-93M.
  • Voyager Global Management has $2.9B in assets under management (AUM), dropping by -14.03%.
  • Central Index Key (CIK): 0001849753

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Portfolio Holdings for Voyager Global Management

Voyager Global Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 27.9 $820M +22% 4.7M 174.40
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Microsoft Corporation (MSFT) 16.7 $491M +29% 1.3M 370.17
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Amazon (AMZN) 15.4 $453M +20% 2.2M 208.27
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 13.2 $389M -6% 1.2M 337.95
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Atlassian Corporation Cl A (TEAM) 8.9 $263M +185% 3.9M 68.25
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Booking Holdings (BKNG) 8.6 $253M -7% 60k 4210.32
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Alphabet Cap Stk Cl A (GOOGL) 4.9 $144M -45% 500k 287.56
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Meta Platforms Cl A (META) 4.4 $129M NEW 225k 572.13
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Past Filings by Voyager Global Management

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