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Voyager Global Management LP

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13F filer, CIK 1849753, NEW YORK, NY

Voyager Global Management LP reported $2,244,050,350 across 11 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 98.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849753-25-000005

Period
2025-03-31
Reported value
$2.24B
Holdings
11
Top 10 weight
98.38%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKNGadded+25,000$115M
TSMadded+650,000$108M
MSFTadded+260,000$97.6M
AMZNadded+460,000$87.5M
METAadded+105,000$60.5M

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

SecurityShares changeApprox. value
UBERreduced-2,100,000-$153M
CHTRreduced-350,000-$129M
SBACexited-470,000-$95.8M
CMCSAreduced-2,450,000-$90.4M
NFLXreduced-60,000-$56M

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, Q1 2025

Share positions as resolved from 13F-HR 0001849753-25-000005, largest first. % of portfolio is the value over $2,244,050,350, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650,000 shares; 2024Q4: 2,675,000 shares; 2025Q1: 2,900,000 shares 2,900,000$448M19.98%+225,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 650,000 shares; 2025Q1: 910,000 shares 910,000$342M15.22%+260,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475,000 shares; 2024Q4: 1,375,000 shares; 2025Q1: 2,025,000 shares 2,025,000$336M14.98%+650,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,660,000 shares 1,660,000$316M14.07%+460,000Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 30,000 shares; 2025Q1: 55,000 shares 55,000$253M11.29%+25,000Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575,000 shares; 2024Q4: 7,300,000 shares; 2025Q1: 4,850,000 shares 4,850,000$179M7.98%-2,450,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,000 shares; 2024Q4: 410,000 shares; 2025Q1: 300,000 shares 300,000$105M4.69%-110,000Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,000 shares; 2024Q4: 600,000 shares; 2025Q1: 250,000 shares 250,000$92.1M4.11%-350,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 155,000 shares 155,000$89.3M3.98%+105,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,000 shares; 2024Q4: 110,000 shares; 2025Q1: 50,000 shares 50,000$46.6M2.08%-60,000Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 2,600,000 shares; 2025Q1: 500,000 shares 500,000$36.4M1.62%-2,100,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SBACSBA COMMUNICATIONS CORP470,000$95.8Mshares
MAMASTERCARD INCORPORATED50,000$26.3Mshares
TEAMATLASSIAN CORPORATION100,000$24.3Mshares

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001849753-25-000005 base2025-05-15acceptance time not in the bulk data set