$1.61 Billion is the total value of Voyager Global Management LP's 11 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $285,600,000 | +12.3% | 3,400,000 | +51.1% | 17.69% | +20.2% |
| FB | Buy | META PLATFORMS INCcl a | $216,612,000 | +11.6% | 1,800,000 | +25.9% | 13.42% | +19.5% |
| MSFT | Buy | MICROSOFT CORP | $209,842,500 | +6.0% | 875,000 | +2.9% | 13.00% | +13.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $209,546,250 | +21.7% | 2,375,000 | +31.9% | 12.98% | +30.3% |
| V | Sell | VISA INC | $177,634,800 | +5.3% | 855,000 | -10.0% | 11.00% | +12.6% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $164,463,500 | +8.4% | 485,000 | -3.0% | 10.19% | +16.1% |
| UBER | Buy | UBER TECHNOLOGIES INC | $119,940,500 | -4.7% | 4,850,000 | +2.1% | 7.43% | +2.0% |
| NFLX | Sell | NETFLIX INC | $110,580,000 | -53.0% | 375,000 | -62.5% | 6.85% | -49.7% |
| CMCSA | COMCAST CORP NEWcl a | $78,682,500 | +19.2% | 2,250,000 | 0.0% | 4.87% | +27.6% | |
| TMUS | Sell | T-MOBILE US INC | $28,000,000 | -79.1% | 200,000 | -80.0% | 1.73% | -77.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $13,461,200 | -51.1% | 40,000 | -60.0% | 0.83% | -47.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.