$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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% |
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% |
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% |
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.