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VOYAGER GLOBAL MANAGEMENT LP
VOYAGER GLOBAL MANAGEMENT LP
Latest 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 230 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 #266 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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8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 28.09% | $173.53 | $214.76 | +23.76% | Added +8.51% |
 MSFT MICROSOFT CORP | 17.46% | $421.38 | $483.24 | +14.68% | Added +28.30% |
 AMZN AMAZON COM INC | 13.94% | $171.06 | $258.63 | +51.19% | Trimmed -2.30% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 12.82% | $137.46 | $418.87 | +204.72% | Trimmed -15.22% |
 GOOGL ALPHABET INC | 11.07% | $262.56 | $344.82 | +31.33% | Added +125.00% |
 BKNG BOOKING HOLDINGS INC | 7.36% | $171.93 | $209.62 | +21.92% | Added +2400.00% |
 META META PLATFORMS INC | 6.12% | $568.33 | $549.90 | -3.24% | Added +75.56% |
 TEAM ATLASSIAN CORPORATION | 3.15% | $105.72 | $171.81 | +62.51% | Trimmed -61.82% |