Voyager Global Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Voyager Global Management Lp disclosed 8 stock positions valued at approximately $3.63B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $3.63B
Holdings by Sector
Voyager Global Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 28.09% | 5,100,000 | +400,000 | +8.51% | $1,020,459,000 |
| MICROSOFT CORP | MSFT | Technology | 17.46% | 1,700,000 | +375,000 | +28.30% | $634,134,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 13.94% | 2,125,000 | -50,000 | -2.30% | $506,472,500 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 12.82% | 975,000 | -175,000 | -15.22% | $465,630,750 |
| ALPHABET INC | GOOGL | Communication Services | 11.07% | 1,125,000 | +625,000 | +125.00% | $402,041,250 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 7.36% | 1,500,000 | +1,440,000 | +2400.00% | $267,360,000 |
| META PLATFORMS INC | META | Communication Services | 6.12% | 395,000 | +170,000 | +75.56% | $222,499,550 |
| ATLASSIAN CORPORATION | TEAM | Technology | 3.15% | 1,470,000 | -2,380,000 | -61.82% | $114,351,300 |
Showing 8 of 8 holdings in the latest reporting period.