$2.13 Billion is the total value of Voyager Global Management LP's 13 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $300,978,000 | +2.6% | 2,300,000 | -6.1% | 14.13% | -0.8% |
| AMZN | Buy | AMAZON COM INC | $279,664,000 | +19.2% | 2,200,000 | +22.2% | 13.13% | +15.3% |
| V | Buy | VISA INC | $247,260,750 | +4.1% | 1,075,000 | +7.5% | 11.61% | +0.7% |
| TMUS | Sell | T-MOBILE US INC | $171,561,250 | -14.8% | 1,225,000 | -15.5% | 8.05% | -17.6% |
| BKNG | Sell | BOOKING HOLDINGS INC | $169,617,250 | +12.2% | 55,000 | -1.8% | 7.96% | +8.5% |
| NFLX | Buy | NETFLIX INC | $160,480,000 | +21.4% | 425,000 | +41.7% | 7.53% | +17.4% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $158,592,500 | +173.3% | 1,825,000 | +217.4% | 7.44% | +164.3% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $153,937,000 | -44.9% | 350,000 | -53.9% | 7.23% | -46.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $133,020,000 | +39.2% | 3,000,000 | +30.4% | 6.24% | +34.6% |
| FB | Buy | META PLATFORMS INCcl a | $112,578,750 | +20.7% | 375,000 | +15.4% | 5.28% | +16.7% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $110,093,500 | +106.5% | 550,000 | +139.1% | 5.17% | +99.8% |
| MSFT | Buy | MICROSOFT CORP | $94,725,000 | +1.1% | 300,000 | +9.1% | 4.45% | -2.2% |
| UBER | Sell | UBER TECHNOLOGIES INC | $37,941,750 | -61.8% | 825,000 | -64.1% | 1.78% | -63.0% |
| UNP | Exit | UNION PAC CORP | $0 | – | -185,000 | -100.0% | -1.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.