19 is the total number of securities Voyager Global Management LP has owned. The longest Voyager Global Management LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMZN | AMAZON COM INC | 8 | 8 | 11.39% | 13.96% | 17.69% | Q4 2021 | Q3 2023 | 8 |
| GOOGL | ALPHABET INC | 8 | 8 | 9.96% | 12.44% | 14.23% | Q4 2021 | Q3 2023 | 8 |
| FB | META PLATFORMS INC | 8 | 8 | 4.53% | 9.89% | 13.42% | Q4 2021 | Q3 2023 | 8 |
| NFLX | NETFLIX INC | 8 | 8 | 5.91% | 9.58% | 16.23% | Q4 2021 | Q3 2023 | 8 |
| MSFT | MICROSOFT CORP | 8 | 8 | 4.45% | 9.33% | 13.00% | Q4 2021 | Q3 2023 | 8 |
| V | VISA INC | 8 | 8 | 4.06% | 9.16% | 11.61% | Q4 2021 | Q3 2023 | 8 |
| TMUS | T-MOBILE US INC | 8 | 8 | 1.73% | 8.24% | 12.12% | Q4 2021 | Q3 2023 | 8 |
| CMCSA | COMCAST CORP NEW | 8 | 8 | 3.82% | 6.83% | 12.34% | Q4 2021 | Q3 2023 | 8 |
| UBER | UBER TECHNOLOGIES INC | 8 | 8 | 1.78% | 6.58% | 9.13% | Q4 2021 | Q3 2023 | 8 |
| CHTR | CHARTER COMMUNICATIONS... | 6 | 6 | 6.15% | 9.94% | 13.76% | Q2 2022 | Q3 2023 | 6 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 1 | 0.83% | 1.05% | 1.59% | Q1 2022 | Q1 2023 | 4 |
| GWRE | GUIDEWIRE SOFTWARE INC | 3 | 3 | 0.91% | 1.01% | 1.08% | Q4 2021 | Q2 2022 | 3 |
| BKNG | BOOKING HOLDINGS INC | 2 | 2 | 7.34% | 7.65% | 7.96% | Q2 2023 | Q3 2023 | 2 |
| TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 2.82% | 5.13% | 7.44% | Q2 2023 | Q3 2023 | 2 |
| SBAC | SBA COMMUNICATIONS COR... | 2 | 2 | 2.59% | 3.88% | 5.17% | Q2 2023 | Q3 2023 | 2 |
| FWONK | LIBERTY MEDIA CORP DEL | 1 | 1 | 4.59% | 4.59% | 4.59% | Q4 2021 | Q4 2021 | 1 |
| SPLK | SPLUNK INC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2021 | Q4 2021 | 1 |
| ADSK | AUTODESK INC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2021 | Q4 2021 | 1 |
| UNP | UNION PAC CORP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including AMAZON COM INC, ALPHABET INC, and META PLATFORMS INC, are the highest-conviction holdings of Voyager Global Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Voyager Global Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Voyager Global Management LP owns currently or has owned in the past.