§ 13F · FUND PROFILE
Voyager Global Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.4B (13F)Positions · 12Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.70M | $820M | 27.9% | +22% |
| 2 | MSFT | MICROSOFT CORP | 1.32M | $490M | 16.7% | +29% |
| 3 | AMZN | AMAZON COM INC | 2.17M | $453M | 15.4% | +21% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.15M | $389M | 13.2% | −6% |
| 5 | TEAM | ATLASSIAN CORPORATION | 3.85M | $263M | 8.9% | +185% |
| 6 | BKNG | BOOKING HOLDINGS INC | 60K | $253M | 8.6% | −8% |
| 7 | GOOGL | ALPHABET INC | 500K | $144M | 4.9% | −46% |
| 8 | META | META PLATFORMS INC | 225K | $129M | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VOYAGER SIGNAL
AC read
Voyager Global Management LP is a Other fund managing $3.4 billion in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed