Voyager Global Management LP
Follow13F filer, CIK 1849753, NEW YORK, NY
Voyager Global Management LP reported $2,504,034,450 across 14 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 92.98% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849753-25-000002
- Period
- 2024-12-31
- Reported value
- $2.5B
- Holdings
- 14
- Top 10 weight
- 92.98%
- New
- 3
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UBERadded | +1,950,000 | $118M |
| CMCSAadded | +2,725,000 | $102M |
| SBACnew | +470,000 | $95.8M |
| MSFTadded | +200,000 | $84.3M |
| METAnew | +50,000 | $29.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| Vreduced | -725,000 | -$229M |
| MAreduced | -190,000 | -$100M |
| BKNGreduced | -15,000 | -$74.5M |
| CHTRreduced | -120,000 | -$41.1M |
| AMZNreduced | -175,000 | -$38.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001849753-25-000002, largest first. % of portfolio is the value over $2,504,034,450, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| GOOGLALPHABET INC | 2,675,000 | $506M | 20.22% | +25,000 | Timeline | ||
| MSFTMICROSOFT CORP | 650,000 | $274M | 10.94% | +200,000 | Timeline | ||
| CMCSACOMCAST CORP NEW | 7,300,000 | $274M | 10.94% | +2,725,000 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,375,000 | $272M | 10.84% | -100,000 | Timeline | ||
| AMZNAMAZON COM INC | 1,200,000 | $263M | 10.51% | -175,000 | Timeline | ||
| CHTRCHARTER COMMUNICATIONS INC | 600,000 | $206M | 8.21% | -120,000 | Timeline | ||
| UBERUBER TECHNOLOGIES INC | 2,600,000 | $157M | 6.26% | +1,950,000 | Timeline | ||
| BKNGBOOKING HOLDINGS INC | 30,000 | $149M | 5.95% | -15,000 | Timeline | ||
| VVISA INC | 410,000 | $130M | 5.17% | -725,000 | Timeline | ||
| NFLXNETFLIX INC. | 110,000 | $98M | 3.92% | +9,000 | Timeline | ||
| SBACSBA COMMUNICATIONS CORP | 470,000 | $95.8M | 3.83% | new | Timeline | ||
| METAMETA PLATFORMS INC | 50,000 | $29.3M | 1.17% | new | Timeline | ||
| MAMASTERCARD INCORPORATED | 50,000 | $26.3M | 1.05% | -190,000 | Timeline | ||
| TEAMATLASSIAN CORPORATION | 100,000 | $24.3M | 0.97% | new | Timeline |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001849753-25-000002 | base | 2025-02-14 | acceptance time not in the bulk data set |