Voyager Global Management LP - Q1 2023 holdings

$1.82 Billion is the total value of Voyager Global Management LP's 11 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

 Value Shares↓ Weighting
AMZN SellAMAZON COM INC$289,212,000
+1.3%
2,800,000
-17.6%
15.90%
-10.1%
CHTR BuyCHARTER COMMUNICATIONS INC Ncl a$250,327,000
+52.2%
700,000
+44.3%
13.76%
+35.1%
GOOGL SellALPHABET INCcap stk cl a$228,206,000
+8.9%
2,200,000
-7.4%
12.54%
-3.4%
FB SellMETA PLATFORMS INCcl a$211,940,000
-2.2%
1,000,000
-44.4%
11.65%
-13.2%
V BuyVISA INC$202,914,000
+14.2%
900,000
+5.3%
11.15%
+1.4%
MSFT SellMICROSOFT CORP$158,565,000
-24.4%
550,000
-37.1%
8.72%
-33.0%
NFLX BuyNETFLIX INC$146,829,000
+32.8%
425,000
+13.3%
8.07%
+17.8%
UBER SellUBER TECHNOLOGIES INC$122,045,000
+1.8%
3,850,000
-20.6%
6.71%
-9.7%
TMUS BuyT-MOBILE US INC$108,630,000
+288.0%
750,000
+275.0%
5.97%
+244.3%
CMCSA  COMCAST CORP NEWcl a$85,297,500
+8.4%
2,250,0000.0%4.69%
-3.8%
ADBE  ADOBE SYSTEMS INCORPORATED$15,414,800
+14.5%
40,0000.0%0.85%
+1.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC8Q3 202317.7%
ALPHABET INC8Q3 202314.2%
META PLATFORMS INC8Q3 202313.4%
NETFLIX INC8Q3 202316.2%
MICROSOFT CORP8Q3 202313.0%
VISA INC8Q3 202311.6%
T-MOBILE US INC8Q3 202312.1%
COMCAST CORP NEW8Q3 202312.3%
UBER TECHNOLOGIES INC8Q3 20239.1%
CHARTER COMMUNICATIONS INC N6Q3 202313.8%

View Voyager Global Management LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-11

View Voyager Global Management LP's complete filings history.

Export Voyager Global Management LP's holdings