Voyager Global Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.94B
Q ending 2026-03-31
Prior quarter
$3.42B
Q ending 2025-12-31
Change
-14.0% QoQ · +31.0% YoY
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $819.7M | 4.7M |
| Microsoft Corp | MSFT | Shares | $490.5M | 1.3M |
| Amazon Com Inc | AMZN | Shares | $453.0M | 2.2M |
| Taiwan Semiconductor Manufac | TSM | Shares | $388.6M | 1.1M |
| Atlassian Corporation | TEAM | Shares | $262.8M | 3.9M |
| Booking Holdings Inc | BKNG | Shares | $252.6M | 60K |
| Alphabet Inc | GOOGL | Shares | $143.8M | 500K |
| Meta Platforms Inc | META | Shares | $128.7M | 225K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.