$1.56 Billion is the total value of Voyager Global Management LP's 11 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | Buy | NETFLIX INC | $253,562,000 | +20.9% | 1,450,000 | +158.9% | 16.23% | +35.1% |
| AMZN | Buy | AMAZON COM INC | $212,420,000 | -10.7% | 2,000,000 | +2639.7% | 13.59% | -0.2% |
| MSFT | Buy | MICROSOFT CORP | $192,623,000 | -6.8% | 750,000 | +11.9% | 12.33% | +4.3% |
| GOOGL | ALPHABET INCcap stk cl a | $174,341,000 | -21.6% | 80,000 | 0.0% | 11.16% | -12.4% | |
| FB | Buy | META PLATFORMS INCcl a | $165,281,000 | -21.8% | 1,025,000 | +7.9% | 10.58% | -12.5% |
| TMUS | Sell | T-MOBILE US INC | $135,885,000 | -35.8% | 1,010,000 | -38.8% | 8.70% | -28.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $119,691,000 | -12.3% | 5,850,000 | +52.9% | 7.66% | -1.9% |
| V | Buy | VISA INC | $100,414,000 | +41.5% | 510,000 | +59.4% | 6.43% | +58.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $98,100,000 | -52.1% | 2,500,000 | -42.9% | 6.28% | -46.5% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $96,049,000 | – | 205,000 | +100.0% | 6.15% | – |
| GWRE | GUIDEWIRE SOFTWARE INC | $14,198,000 | -25.0% | 200,000 | 0.0% | 0.91% | -16.1% | |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -35,000 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.