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Voyager Global Management LP

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13F filer, CIK 1849753, NEW YORK, NY

Voyager Global Management LP reported $2,786,290,350 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 98.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849753-25-000007

Period
2025-06-30
Reported value
$2.79B
Holdings
11
Top 10 weight
98.68%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+2,150,000$340M
MAnew+400,000$225M
Vadded+335,000$119M
TEAMnew+550,000$112M
CMCSAadded+650,000$23.2M

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
MSFTreduced-460,000-$229M
TSMreduced-575,000-$130M
CHTRexited-250,000-$92.1M
BKNGreduced-15,000-$86.8M
METAreduced-105,000-$77.5M

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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001849753-25-000007, largest first. % of portfolio is the value over $2,786,290,350, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650,000 shares; 2024Q4: 2,675,000 shares; 2025Q1: 2,900,000 shares; 2025Q2: 3,025,000 shares 3,025,000$533M19.13%+125,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150,000 shares 2,150,000$340M12.19%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,660,000 shares; 2025Q2: 1,525,000 shares 1,525,000$335M12.01%-135,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475,000 shares; 2024Q4: 1,375,000 shares; 2025Q1: 2,025,000 shares; 2025Q2: 1,450,000 shares 1,450,000$328M11.79%-575,000Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 30,000 shares; 2025Q1: 55,000 shares; 2025Q2: 40,000 shares 40,000$232M8.31%-15,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,000 shares; 2024Q4: 410,000 shares; 2025Q1: 300,000 shares; 2025Q2: 635,000 shares 635,000$225M8.09%+335,000Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,000 shares; 2024Q4: 50,000 shares; 2025Q1: not reported; 2025Q2: 400,000 shares 400,000$225M8.07%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 650,000 shares; 2025Q1: 910,000 shares; 2025Q2: 450,000 shares 450,000$224M8.03%-460,000Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575,000 shares; 2024Q4: 7,300,000 shares; 2025Q1: 4,850,000 shares; 2025Q2: 5,500,000 shares 5,500,000$196M7.05%+650,000Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: not reported; 2025Q2: 550,000 shares 550,000$112M4.01%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 155,000 shares; 2025Q2: 50,000 shares 50,000$36.9M1.32%-105,000Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
CHTRCHARTER COMMUNICATIONS INC250,000$92.1Mshares
NFLXNETFLIX INC.50,000$46.6Mshares
UBERUBER TECHNOLOGIES INC500,000$36.4Mshares

How Q2 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 0001849753-25-000007 base2025-08-14acceptance time not in the bulk data set