§ 13F · FUND PROFILE
Voyager Global Management LP.
AUM · $3.6B (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.10M | $1.0B | 28.1% | +9% |
| 2 | MSFT | MICROSOFT CORP | 1.70M | $634M | 17.5% | +28% |
| 3 | AMZN | AMAZON COM INC | 2.13M | $506M | 13.9% | −2% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 975K | $466M | 12.8% | −15% |
| 5 | GOOGL | ALPHABET INC | 1.13M | $402M | 11.1% | +125% |
| 6 | BKNG | BOOKING HOLDINGS INC | 1.50M | $267M | 7.4% | +2400% |
| 7 | META | META PLATFORMS INC | 395K | $222M | 6.1% | +76% |
| 8 | TEAM | ATLASSIAN CORPORATION | 1.47M | $114M | 3.1% | −62% |
§ 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 $3.6 billion in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →