Voyager Global Management LP 13F Holdings · Q2 2026
Voyager Global Management LP reported 8 securities worth $3.63B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (28.09%), MSFT (17.46%), AMZN (13.94%). Among its top 25 positions this quarter: 5 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.02B | 28.09% | 5.1M | Added |
| 2 | MSFT | MICROSOFT CORP | $634.1M | 17.46% | 1.7M | Added |
| 3 | AMZN | AMAZON COM INC | $506.5M | 13.94% | 2.1M | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $465.6M | 12.82% | 975,000 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $402.0M | 11.07% | 1.1M | Added |
| 6 | BKNG | BOOKING HOLDINGS INC | $267.4M | 7.36% | 1.5M | Added |
| 7 | META | META PLATFORMS INC | $222.5M | 6.12% | 395,000 | Added |
| 8 | TEAM | ATLASSIAN CORPORATION | $114.4M | 3.15% | 1.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR