$1.73 Billion is the total value of Voyager Global Management LP's 11 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $254,250,000 | +19.7% | 2,250,000 | +12.5% | 14.72% | +8.2% |
| NFLX | Sell | NETFLIX INC | $235,440,000 | -7.1% | 1,000,000 | -31.0% | 13.63% | -16.0% |
| MSFT | Buy | MICROSOFT CORP | $197,965,000 | +2.8% | 850,000 | +13.3% | 11.46% | -7.1% |
| FB | Buy | META PLATFORMS INCcl a | $194,022,000 | +17.4% | 1,430,000 | +39.5% | 11.23% | +6.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $172,170,000 | -1.2% | 1,800,000 | +2150.0% | 9.96% | -10.7% |
| V | Buy | VISA INC | $168,768,000 | +68.1% | 950,000 | +86.3% | 9.77% | +52.0% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $151,675,000 | +57.9% | 500,000 | +143.9% | 8.78% | +42.8% |
| TMUS | Sell | T-MOBILE US INC | $134,170,000 | -1.3% | 1,000,000 | -1.0% | 7.76% | -10.7% |
| UBER | Sell | UBER TECHNOLOGIES INC | $125,875,000 | +5.2% | 4,750,000 | -18.8% | 7.28% | -4.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $65,993,000 | -32.7% | 2,250,000 | -10.0% | 3.82% | -39.2% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $27,520,000 | – | 100,000 | +100.0% | 1.59% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -200,000 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.