Voyager Global Management LP — 13F Holdings & Portfolio
CIK 1849753 · latest 13F-HR filed 2026-05-15
Voyager Global Management LP manages $2.94B in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (27.88%), MSFT (16.68%), AMZN (15.41%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 3, and trimmed 2.
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.
$2.94B
Long-equity book
8
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −2 / ↑3 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$101.7M +14.2%
- ATLASSIAN CORPORATION$43.9M +20.0%
- AMAZON COM INC$37.5M +9.0%
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 | $819.7M | 27.88% | 4,700,000 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $490.5M | 16.68% | 1,325,000 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $453.0M | 15.41% | 2,175,000 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $388.6M | 13.22% | 1,150,000 | SH |
| 5 | ATLASSIAN CORPORATION | TEAM | 049468101 | $262.8M | 8.94% | 3,850,000 | SH |
| 6 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $252.6M | 8.59% | 60,000 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $143.8M | 4.89% | 500,000 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $128.7M | 4.38% | 225,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |