Voyager Global Management LP
CIK 0001849753 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.63B
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
28.1%
MSFT
MICROSOFT CORP
17.5%
AMZN
AMAZON COM INC
13.9%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.8%
GOOGL
ALPHABET INC
11.1%
BKNG
BOOKING HOLDINGS INC
7.4%
META
META PLATFORMS INC
6.1%
TEAM
ATLASSIAN CORPORATION
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.