$1.75 Billion is the total value of Voyager Global Management LP's 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $237,976,000 | +48.7% | 73,000 | +52.1% | 13.62% | +17.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $222,508,000 | +37.2% | 80,000 | +42.9% | 12.74% | +8.1% |
| TMUS | Buy | T-MOBILE US INC | $211,778,000 | +30.0% | 1,650,000 | +17.4% | 12.12% | +2.4% |
| FB | Buy | META PLATFORMS INCcl a | $211,242,000 | +47.8% | 950,000 | +123.5% | 12.09% | +16.5% |
| NFLX | Buy | NETFLIX INC | $209,770,000 | +157.9% | 560,000 | +314.8% | 12.01% | +103.3% |
| MSFT | Buy | MICROSOFT CORP | $206,568,000 | +80.6% | 670,000 | +97.1% | 11.82% | +42.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $204,838,000 | +20.6% | 4,375,000 | +29.6% | 11.72% | -4.9% |
| UBER | Buy | UBER TECHNOLOGIES INC | $136,476,000 | +8.5% | 3,825,000 | +27.5% | 7.81% | -14.5% |
| V | Sell | VISA INC | $70,966,000 | -33.2% | 320,000 | -34.7% | 4.06% | -47.3% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $18,924,000 | +33.4% | 200,000 | +60.0% | 1.08% | +5.1% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $15,947,000 | – | 35,000 | +100.0% | 0.91% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -115,000 | -100.0% | -2.35% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -360,000 | -100.0% | -3.02% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -1,000,000 | -100.0% | -4.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.