Voyager Global Management

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

  • Top 5 stock holdings are GOOGL, CHTR, AMZN, BKNG, TSM, and represent 60.57% of Voyager Global Management's stock portfolio.
  • Added to shares of these 4 stocks: CHTR (+$192M), MA (+$111M), GOOGL (+$38M), CMCSA (+$13M).
  • Started 1 new stock position in MA.
  • Reduced shares in these 10 stocks: NFLX (-$182M), V (-$161M), AMZN (-$153M), META (-$119M), TSM (-$99M), SBAC (-$76M), TMUS (-$69M), UBER (-$38M), BKNG (-$18M), MSFT (-$17M).
  • Sold out of its position in UBER.
  • Voyager Global Management was a net seller of stock by $-578M.
  • Voyager Global Management has $2.1B in assets under management (AUM), dropping by -2.90%.
  • Central Index Key (CIK): 0001849753

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Portfolio Holdings for Voyager Global Management

Voyager Global Management holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 18.6 $385M +10% 2.6M 150.93
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Charter Communications Inc N Cl A (CHTR) 14.2 $294M +188% 1.0M 290.63
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Amazon (AMZN) 11.8 $244M -38% 1.4M 180.38
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Booking Holdings (BKNG) 8.8 $181M -9% 50k 3627.88
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.2 $150M -39% 1.1M 136.05
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Comcast Corp Cl A (CMCSA) 6.9 $143M +10% 3.3M 43.35
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Visa Com Cl A (V) 6.7 $140M -53% 500k 279.08
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Metropcs Communications (TMUS) 6.3 $131M -34% 800k 163.22
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Mastercard Incorporated Cl A (MA) 5.4 $111M NEW 230k 481.57
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Microsoft Corporation (MSFT) 5.3 $109M -13% 260k 420.72
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Netflix (NFLX) 3.7 $76M -70% 125k 607.33
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Meta Platforms Cl A (META) 3.1 $63M -65% 130k 485.58
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Sba Communications Corp Cl A (SBAC) 2.1 $43M -63% 200k 216.70
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Past Filings by Voyager Global Management

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