$1.38 Billion is the total value of Voyager Global Management LP's 13 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | New | COMCAST CORP NEWcl a | $169,864,000 | – | 3,375,000 | +100.0% | 12.34% | – |
| TMUS | New | T-MOBILE US INC | $162,952,000 | – | 1,405,000 | +100.0% | 11.83% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $162,234,000 | – | 56,000 | +100.0% | 11.78% | – |
| AMZN | New | AMAZON COM INC | $160,048,000 | – | 48,000 | +100.0% | 11.62% | – |
| FB | New | META PLATFORMS INCcl a | $142,949,000 | – | 425,000 | +100.0% | 10.38% | – |
| UBER | New | UBER TECHNOLOGIES INC | $125,790,000 | – | 3,000,000 | +100.0% | 9.13% | – |
| MSFT | New | MICROSOFT CORP | $114,349,000 | – | 340,000 | +100.0% | 8.30% | – |
| V | New | VISA INC | $106,188,000 | – | 490,000 | +100.0% | 7.71% | – |
| NFLX | New | NETFLIX INC | $81,329,000 | – | 135,000 | +100.0% | 5.91% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $63,240,000 | – | 1,000,000 | +100.0% | 4.59% | – |
| SPLK | New | SPLUNK INC | $41,659,000 | – | 360,000 | +100.0% | 3.02% | – |
| ADSK | New | AUTODESK INC | $32,337,000 | – | 115,000 | +100.0% | 2.35% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $14,191,000 | – | 125,000 | +100.0% | 1.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 8 | Q3 2023 | 17.7% |
| ALPHABET INC | 8 | Q3 2023 | 14.2% |
| META PLATFORMS INC | 8 | Q3 2023 | 13.4% |
| NETFLIX INC | 8 | Q3 2023 | 16.2% |
| MICROSOFT CORP | 8 | Q3 2023 | 13.0% |
| VISA INC | 8 | Q3 2023 | 11.6% |
| T-MOBILE US INC | 8 | Q3 2023 | 12.1% |
| COMCAST CORP NEW | 8 | Q3 2023 | 12.3% |
| UBER TECHNOLOGIES INC | 8 | Q3 2023 | 9.1% |
| CHARTER COMMUNICATIONS INC N | 6 | Q3 2023 | 13.8% |
View Voyager Global Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View Voyager Global Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.