Voyager Global Management LP
NEW YORK, NY
$3.6bn in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 8.9% of the portfolio this quarter.
Value
$3.6bn
Stocks
8
Top 10 share
100.0%
Turnover
8.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- NvidiaNVDA28.1% of the fund+9%
- MicrosoftMSFT17.5% of the fund+28%
- AlphabetGOOGL11.1% of the fund+125%
- Meta PlatformsMETA6.1% of the fund+76%
Cut
Sold some of their stake.
- Amazon.comAMZN13.9% of the fund-2%
- Taiwan Semiconductor ManufacturingTSM12.8% of the fund-15%
- AtlassianTEAM3.1% of the fund-62%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 28.1% | $1.0bn | 5,100,000 | +9% |
| MicrosoftMSFT | 17.5% | $634m | 1,700,000 | +28% |
| Amazon.comAMZN | 13.9% | $506m | 2,125,000 | -2% |
| Taiwan Semiconductor ManufacturingTSM | 12.8% | $466m | 975,000 | -15% |
| AlphabetGOOGL | 11.1% | $402m | 1,125,000 | +125% |
| Booking HoldingsBKNG | 7.4% | $267m | 1,500,000 | Held |
| Meta PlatformsMETA | 6.1% | $222m | 395,000 | +76% |
| AtlassianTEAM | 3.1% | $114m | 1,470,000 | -62% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.4% since 30 June 2025.
Where the money is
Technology61.5%
Retail & consumer21.3%
Media & telecom17.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.