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Voyager Global Management LP

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13F filer, CIK 1849753, NEW YORK, NY

Voyager Global Management LP reported $3,414,803,715 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 96.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849753-25-000008

Period
2025-09-30
Reported value
$3.41B
Holdings
12
Top 10 weight
96.16%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+350,000$181M
TEAMadded+1,000,000$160M
Vadded+465,000$159M
METAadded+200,000$147M
BKNGadded+17,000$91.8M

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
GOOGLreduced-1,275,000-$310M
MAreduced-230,000-$131M
TSMreduced-275,000-$76.8M

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, Q3 2025

Share positions as resolved from 13F-HR 0001849753-25-000008, largest first. % of portfolio is the value over $3,414,803,715, 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; 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; 2025Q3: 1,750,000 shares 1,750,000$425M12.46%-1,275,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 650,000 shares; 2025Q1: 910,000 shares; 2025Q2: 450,000 shares; 2025Q3: 800,000 shares 800,000$414M12.13%+350,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,875,000 shares 1,875,000$412M12.06%+350,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150,000 shares; 2025Q3: 2,150,000 shares 2,150,000$401M11.75%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,000 shares; 2024Q4: 410,000 shares; 2025Q1: 300,000 shares; 2025Q2: 635,000 shares; 2025Q3: 1,100,000 shares 1,100,000$376M11%+465,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,175,000 shares 1,175,000$328M9.61%-275,000Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 30,000 shares; 2025Q1: 55,000 shares; 2025Q2: 40,000 shares; 2025Q3: 57,000 shares 57,000$308M9.01%+17,000Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: not reported; 2025Q2: 550,000 shares; 2025Q3: 1,550,000 shares 1,550,000$248M7.25%+1,000,000Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,000,000 shares 6,000,000$189M5.52%+500,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 155,000 shares; 2025Q2: 50,000 shares; 2025Q3: 250,000 shares 250,000$184M5.38%+200,000Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,000 shares; 2024Q4: 50,000 shares; 2025Q1: not reported; 2025Q2: 400,000 shares; 2025Q3: 170,000 shares 170,000$96.7M2.83%-230,000Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,000 shares; 2024Q4: 600,000 shares; 2025Q1: 250,000 shares; 2025Q2: not reported; 2025Q3: 125,000 shares 125,000$34.4M1.01%newTimeline

How Q3 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 0001849753-25-000008 base2025-11-14acceptance time not in the bulk data set