Voyager Global Management LP

CIK 0001849753 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Voyager Global Management LP reported 8 positions worth $3.63B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (28.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$3.63B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	NVDA	NVIDIA CORPORATION	SH	$1.02B	28.09%	5,100,000	—	—
▸ 2	MSFT	MICROSOFT CORP	SH	$634.1M	17.46%	1,700,000	—	—
▸ 3	AMZN	AMAZON COM INC	SH	$506.5M	13.94%	2,125,000	—	—
▸ 4	TSM	TAIWAN SEMICONDUCTOR MANUFAC	SH	$465.6M	12.82%	975,000	—	—
▸ 5	GOOGL	ALPHABET INC	SH	$402.0M	11.07%	1,125,000	—	—
▸ 6	BKNG	BOOKING HOLDINGS INC	SH	$267.4M	7.36%	1,500,000	—	—
▸ 7	META	META PLATFORMS INC	SH	$222.5M	6.12%	395,000	—	—
▸ 8	TEAM	ATLASSIAN CORPORATION	SH	$114.4M	3.15%	1,470,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Voyager Global Management LP hold as of Q2 2026?

Voyager Global Management LP reported 8 positions worth $3.63B in its Q2 2026 13F filing. Largest positions: NVDA (28.1%), MSFT (17.5%), AMZN (13.9%), TSM (12.8%) and GOOGL (11.1%).

What did Voyager Global Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Voyager Global Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.