$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 | Sell | AMAZON COM INC | $289,212,000 | +1.3% | 2,800,000 | -17.6% | 15.90% | -10.1% |
CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $250,327,000 | +52.2% | 700,000 | +44.3% | 13.76% | +35.1% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $228,206,000 | +8.9% | 2,200,000 | -7.4% | 12.54% | -3.4% |
FB | Sell | META PLATFORMS INCcl a | $211,940,000 | -2.2% | 1,000,000 | -44.4% | 11.65% | -13.2% |
V | Buy | VISA INC | $202,914,000 | +14.2% | 900,000 | +5.3% | 11.15% | +1.4% |
MSFT | Sell | MICROSOFT CORP | $158,565,000 | -24.4% | 550,000 | -37.1% | 8.72% | -33.0% |
NFLX | Buy | NETFLIX INC | $146,829,000 | +32.8% | 425,000 | +13.3% | 8.07% | +17.8% |
UBER | Sell | UBER TECHNOLOGIES INC | $122,045,000 | +1.8% | 3,850,000 | -20.6% | 6.71% | -9.7% |
TMUS | Buy | T-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% | 2,250,000 | 0.0% | 4.69% | -3.8% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $15,414,800 | +14.5% | 40,000 | 0.0% | 0.85% | +1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.