$2.06 Billion is the total value of Voyager Global Management LP's 14 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 45.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | ALPHABET INCcap stk cl a | $293,265,000 | +28.5% | 2,450,000 | +11.4% | 14.23% | +13.5% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $279,201,200 | +11.5% | 760,000 | +8.6% | 13.55% | -1.5% |
| V | Buy | VISA INC | $237,480,000 | +17.0% | 1,000,000 | +11.1% | 11.53% | +3.3% |
| AMZN | Sell | AMAZON COM INC | $234,648,000 | -18.9% | 1,800,000 | -35.7% | 11.39% | -28.4% |
| TMUS | Buy | T-MOBILE US INC | $201,405,000 | +85.4% | 1,450,000 | +93.3% | 9.78% | +63.7% |
| BKNG | New | BOOKING HOLDINGS INC | $151,218,480 | – | 56,000 | +100.0% | 7.34% | – |
| NFLX | Sell | NETFLIX INC | $132,147,000 | -10.0% | 300,000 | -29.4% | 6.41% | -20.5% |
| UBER | Sell | UBER TECHNOLOGIES INC | $99,291,000 | -18.6% | 2,300,000 | -40.3% | 4.82% | -28.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $95,565,000 | +12.0% | 2,300,000 | +2.2% | 4.64% | -1.1% |
| MSFT | Sell | MICROSOFT CORP | $93,648,500 | -40.9% | 275,000 | -50.0% | 4.54% | -47.8% |
| FB | Sell | META PLATFORMS INCcl a | $93,268,500 | -56.0% | 325,000 | -67.5% | 4.53% | -61.1% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $58,029,000 | – | 575,000 | +100.0% | 2.82% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $53,304,800 | – | 230,000 | +100.0% | 2.59% | – |
| UNP | New | UNION PAC CORP | $37,854,700 | – | 185,000 | +100.0% | 1.84% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -40,000 | -100.0% | -0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.