Voyager Global Management LP — 13F Holdings & Portfolio
CIK 1849753 · latest 13F-HR filed 2026-08-14
Voyager Global Management LP manages $3.63B in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (28.09%), MSFT (17.46%), AMZN (13.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 7, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
10TH FLOOR
NEW YORK, NY 10012
$3.63B
Long-equity book
8
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑7 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$258.3M +179.6%
- NVIDIA CORPORATION$200.8M +24.5%
- MICROSOFT CORP$143.7M +29.3%
- META PLATFORMS INC$93.8M +72.8%
- TAIWAN SEMICONDUCTOR MANUFAC$77.0M +19.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.02B | 28.09% | 5,100,000 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $634.1M | 17.46% | 1,700,000 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $506.5M | 13.94% | 2,125,000 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $465.6M | 12.82% | 975,000 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $402.0M | 11.07% | 1,125,000 | SH |
| 6 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $267.4M | 7.36% | 1,500,000 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $222.5M | 6.12% | 395,000 | SH |
| 8 | ATLASSIAN CORPORATION | TEAM | 049468101 | $114.4M | 3.15% | 1,470,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.63B | 8 | 0001849753-26-000004 |
| 2026-03-31 | 2026-05-15 | $2.94B | 8 | 0001849753-26-000003 |
| 2025-12-31 | 2026-02-17 | $3.42B | 9 | 0001849753-26-000002 |
| 2025-09-30 | 2025-11-14 | $3.41B | 12 | 0001849753-25-000008 |