Voyager Global Management Lp Portfolio Stock Holdings
Voyager Global Management Lp disclosed 8 stock positions valued at approximately $2.9 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $2.9B
Holdings by Sector
Voyager Global Management Lp Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 27.88% | 4,700,000 | +850,000 | +22.08% | $819,680,000 |
| MICROSOFT CORP | MSFT | Technology | 16.68% | 1,325,000 | +300,000 | +29.27% | $490,475,250 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 15.41% | 2,175,000 | +375,000 | +20.83% | $452,987,250 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 13.22% | 1,150,000 | -75,000 | -6.12% | $388,642,500 |
| ATLASSIAN CORPORATION | TEAM | Technology | 8.94% | 3,850,000 | +2,500,000 | +185.19% | $262,762,500 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 8.59% | 60,000 | -5,000 | -7.69% | $252,619,200 |
| ALPHABET INC | GOOGL | Communication Services | 4.89% | 500,000 | -425,000 | -45.95% | $143,780,000 |
| META PLATFORMS INC | META | Communication Services | 4.38% | 225,000 | +225,000 | +100.00% | $128,729,250 |