Voyager Global Management LP
13F Reported Value
ⓘ$2.9B
Holdings
8
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Voyager Global Management LP disclosed 8 positions worth $2.9B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 27.9% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $META and a full exit from $CHTR. The portfolio is most concentrated in Technology (76.0% of disclosed assets). All figures are sourced directly from Voyager Global Management LP’s Form 13F-HR filing with the SEC under CIK 1849753.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$819.7M4,700,000 sh - 83.7#15
Quality
$490.5M1,325,000 sh - 74.6#152
Quality
$453.0M2,175,000 sh - $388.6M1,150,000 sh
- 56.8
Quality
$262.8M3,850,000 sh - 55.3
Quality
$252.6M60,000 sh - 80.2
Quality
$143.8M500,000 sh - 80.9
Quality
$128.7M225,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $819.7M | 4,700,000 |
 MICROSOFT CORP$MSFT | 83.7#15 | $490.5M | 1,325,000 |
 AMAZON COM INC$AMZN | 74.6#152 | $453.0M | 2,175,000 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $388.6M | 1,150,000 |
 Atlassian Corp$TEAM | 56.8 | $262.8M | 3,850,000 |
 Booking Holdings Inc.$BKNG | 55.3 | $252.6M | 60,000 |
 Alphabet Inc.$GOOG | 80.2 | $143.8M | 500,000 |
 Meta Platforms, Inc.$META | 80.9 | $128.7M | 225,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Voyager Global Management LP's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Technology
$2.2B
Consumer Discretionary
$705.6M
Full Holdings — Voyager Global Management LP (Q1 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $819.7M | 27.9% | +22% | 90.2 |
| 2 | $MSFT | MICROSOFT CORP | $490.5M | 16.7% | +29% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $453.0M | 15.4% | +21% | 74.6 |
| 4 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $388.6M | 13.2% | -6% | — |
| 5 | $TEAM | Atlassian Corp | $262.8M | 8.9% | +185% | 56.8 |
| 6 | $BKNG | Booking Holdings Inc. | $252.6M | 8.6% | -8% | 55.3 |
| 7 | $GOOG | Alphabet Inc. | $143.8M | 4.9% | -46% | 80.2 |
| 8 | $META | Meta Platforms, Inc. | $128.7M | 4.4% | NEW | 80.9 |
New Positions (1)
$META Meta Platforms, Inc.$128.7M
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