The Analysis of Voyager Global Management LP's Holdings


Currently, Voyager Global Management LP holds 12 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in MSFT (+350.0K shares, valued at $181.3M), TEAM (+1.0M shares, valued at $159.7M), V (+465.0K shares, valued at $158.7M); decreased their positions in GOOGL (-1.3M shares, valued at $310.0M), MA (-230.0K shares, valued at $130.8M), TSM (-275.0K shares, valued at $76.8M); initiated new positions in CHTR (+125.0K shares, valued at $34.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOGL ALPHABET INC1.8M shares-42.15%2025-09-302025-11-14history
MSFT MICROSOFT CORP800.0K shares77.78%2025-09-302025-11-14history
AMZN AMAZON COM INC1.9M shares22.95%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION2.1M shares0.00%2025-09-302025-11-14history
V VISA INC1.1M shares73.23%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.2M shares-18.97%2025-09-302025-11-14history
BKNG BOOKING HOLDINGS INC57.0K shares42.50%2025-09-302025-11-14history
TEAM ATLASSIAN CORPORATION1.6M shares181.82%2025-09-302025-11-14history
Sponsored
CMCSA COMCAST CORP NEW6.0M shares9.09%2025-09-302025-11-14history
META META PLATFORMS INC250.0K shares400.00%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED170.0K shares-57.50%2025-09-302025-11-14history
CHTR CHARTER COMMUNICATIONS INC N125.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available