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VOYAGER GLOBAL MANAGEMENT LP 13F Portfolio
VOYAGER GLOBAL MANAGEMENT LP
Latest SEC 13F filing: 2026-06-30
VOYAGER GLOBAL MANAGEMENT LP runs VOYAGER GLOBAL MANAGEMENT LP and currently holds 8 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $3.63B. Their top holdings are NVDA, MSFT, AMZN, TSM, GOOGL. The top five represent 83.4% of reported portfolio weight. VOYAGER GLOBAL MANAGEMENT LP ranks #263 out of 1000 investors tracked by Alpha Score. They added to 5 existing positions. They trimmed 3 positions. Their current best-performing preview position is TSM with returns of +41.31%.
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Top 5 Holdings
NVDA28.1%
MSFT17.5%
AMZN13.9%
TSM12.8%
GOOGL11.1%
Top 5: 83.4%
Portfolio Returns
1 Year
+16.94%
#804/10003 Year
+103.43%
#237/10005 Year
+110.11%
#228/1000Portfolio Value
$3.63B
Alpha Score
79.9
#263 of 1000
Holdings
8
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VOYAGER GLOBAL MANAGEMENT LP Current 13F Holdings
Reported holdings from VOYAGER GLOBAL MANAGEMENT LP's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 28.09% | $173.53 | $229.28 | +32.13% | Added +8.51% |
 MSFT MICROSOFT CORP | 17.46% | $421.38 | $535.07 | +26.98% | Added +28.30% |
 AMZN AMAZON COM INC | 13.94% | $171.06 | $262.43 | +53.41% | Trimmed -2.30% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 12.82% | $137.46 | $453.28 | +229.75% | Trimmed -15.22% |
 GOOGL ALPHABET INC | 11.07% | $262.56 | $351.66 | +33.94% | Added +125.00% |
 BKNG BOOKING HOLDINGS INC | 7.36% | $171.93 | $160.34 | -6.74% | Added +2400.00% |
 META META PLATFORMS INC | 6.12% | $568.33 | $718.67 | +26.45% | Added +75.56% |
 TEAM ATLASSIAN CORPORATION | 3.15% | $105.72 | $206.79 | +95.60% | Trimmed -61.82% |