Voyager Global Management Lp Top Holdings and 13F Report (2025) About Voyager Global Management LpInvestment ActivityVoyager Global Management Lp has $2.50 billion in total holdings as of December 31, 2024.Voyager Global Management Lp owns shares of 14 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.62% of the portfolio was purchased this quarter.About 20.09% of the portfolio was sold this quarter.This quarter, Voyager Global Management Lp has purchased 11 new stocks and bought additional shares in 5 stocks.Voyager Global Management Lp sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $506,377,500Microsoft $273,975,000Comcast $273,969,000Taiwan Semiconductor Manufacturing $271,548,750Amazon.com $263,268,000 Largest New Holdings this Quarter SBA Communications $95,786,000 HoldingMeta Platforms $29,275,500 HoldingAtlassian $24,338,000 Holding Largest Purchases this Quarter Uber Technologies 1,950,000 shares (about $117.62M)Comcast 2,725,000 shares (about $102.27M)SBA Communications 470,000 shares (about $95.79M)Microsoft 200,000 shares (about $84.30M)Meta Platforms 50,000 shares (about $29.28M) Largest Sales this Quarter Visa 725,000 shares (about $229.13M)Mastercard 190,000 shares (about $100.05M)Booking 15,000 shares (about $74.53M)Charter Communications 120,000 shares (about $41.13M)Amazon.com 175,000 shares (about $38.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVoyager Global Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$506,377,500$4,732,500 ▲0.9%2,675,00020.2%Computer and TechnologyMSFTMicrosoft$273,975,000$84,300,000 ▲44.4%650,00010.9%Computer and TechnologyCMCSAComcast$273,969,000$102,269,250 ▲59.6%7,300,00010.9%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$271,548,750$19,749,000 ▼-6.8%1,375,00010.8%Computer and TechnologyAMZNAmazon.com$263,268,000$38,393,250 ▼-12.7%1,200,00010.5%Retail/WholesaleCHTRCharter Communications$205,662,000$41,132,400 ▼-16.7%600,0008.2%Consumer DiscretionaryUBERUber Technologies$156,832,000$117,624,000 ▲300.0%2,600,0006.3%Computer and TechnologyBKNGBooking$149,052,600$74,526,300 ▼-33.3%30,0006.0%Retail/WholesaleVVisa$129,576,400$229,129,000 ▼-63.9%410,0005.2%Business ServicesNFLXNetflix$98,045,200$8,021,880 ▲8.9%110,0003.9%Consumer DiscretionarySBACSBA Communications$95,786,000$95,786,000 ▲New Holding470,0003.8%FinanceMETAMeta Platforms$29,275,500$29,275,500 ▲New Holding50,0001.2%Computer and TechnologyMAMastercard$26,328,500$100,048,300 ▼-79.2%50,0001.1%Business ServicesTEAMAtlassian$24,338,000$24,338,000 ▲New Holding100,0001.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
