The Analysis of Voyager Global Management LP's Holdings & P&L

Currently, Voyager Global Management LP holds 8 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in N/A (+2.5M shares, valued at $170.6M), NVDA (+850.0K shares, valued at $148.2M), META (+225.0K shares, valued at $128.7M); decreased their positions in N/A (-425.0K shares, valued at $122.2M), TSM (-75.0K shares, valued at $25.3M), BKNG (-5.0K shares, valued at $21.1M); initiated new positions in META (+225.0K shares, valued at $128.7M).

1M P&L

-84.0M-2.79%

3M P&L

+106.3M+3.77%

HY P&L

+133.2M+4.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors1.1B

37.5%

2Software - Infrastructure495.7M

17.0%

3Internet Retail415.5M

14.3%

Top Industries by Stock Count

1Semiconductors2 stocks

28.6%

2Internet Retail1 stocks

14.3%

3Travel Services1 stocks

14.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION4.7M shares22.08%2026-03-312026-05-15

MSFT MICROSOFT CORP1.3M shares29.27%2026-03-312026-05-15

AMZN AMAZON COM INC2.2M shares20.83%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1M shares-6.12%2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION3.9M shares185.19%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC60.0K shares-7.69%2026-03-312026-05-15

ALPHABET INC ALPHABET INC500.0K shares-45.95%2026-03-312026-05-15

META META PLATFORMS INC225.0K sharesnew addition2026-03-312026-05-15