Voyager Global Management LP — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Voyager Global Management LP maintained a portfolio of 8 distinct positions. They heavily accumulated shares in ALPHABET INC, increasing the position by 125.0%. The fund also reduced its exposure to ATLASSIAN CORPORATION by 61.8%.
Position History hover any row below to update
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Voyager Global Management LP New York, NY Hedge Fund AUM $3,633M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
NVDA (28.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 28.09% 27.88% #1
Prev: #1
8.0
—
400,000 8.5%
P
S
5,100,000 $1,020,459,000 2025 Q2 13F Filing 2026-06-30 2026-08-14
MSFT
MICROSOFT CORP
Technology 17.46% 16.68% #2
Prev: #2
8.0
—
375,000 28.3%
P
S
1,700,000 $634,134,000 2021 Q4 13F Filing 2026-06-30 2026-08-14
AMZN
AMAZON COM INC
Consumer Cyclical 13.94% 15.41% #3
Prev: #3
5.5
—
-50,000 -2.3%
P
S
2,125,000 $506,472,500 2021 Q4 13F Filing 2026-06-30 2026-08-14
TSM
TAIWAN SEMICOND...
Technology 12.82% 13.22% #4
Prev: #4
5.0
—
-175,000 -15.2%
P
S
975,000 $465,630,750 2023 Q2 13F Filing 2026-06-30 2026-08-14
GOOGL
ALPHABET INC
Communication Services 11.07% 4.89% #5 2
Prev: #7
7.5
—
625,000 125.0%
P
S
1,125,000 $402,041,250 2021 Q4 13F Filing 2026-06-30 2026-08-14
BKNG
BOOKING HOLDING...
Consumer Cyclical 7.36% 8.59% #6
Prev: #6
5.9
—
1,440,000 2400.0%
P
S
1,500,000 $267,360,000 2023 Q2 13F Filing 2026-06-30 2026-08-14
META
META PLATFORMS ...
Communication Services 6.12% 4.38% #7 1
Prev: #8
5.4
—
170,000 75.6%
P
S
395,000 $222,499,550 2021 Q4 13F Filing 2026-06-30 2026-08-14
TEAM
ATLASSIAN CORPO...
Technology 3.15% 8.94% #8 3
Prev: #5
1.3
—
-2,380,000 -61.8%
P
S
1,470,000 $114,351,300 2024 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-8 of 8 holdings

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