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Voyager Global Management LP

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13F filer, CIK 1849753, NEW YORK, NY

Voyager Global Management LP reported $3,419,529,700 across 9 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849753-26-000002

Period
2025-12-31
Reported value
$3.42B
Holdings
9
Top 10 weight
100%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHTRadded+1,725,000$360M
NVDAadded+1,700,000$317M
MSFTadded+225,000$109M
BKNGadded+8,000$42.8M
TSMadded+50,000$15.2M

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
GOOGLreduced-825,000-$258M
Vreduced-600,000-$210M
CMCSAexited-6,000,000-$189M
METAexited-250,000-$184M
MAexited-170,000-$96.7M

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 2025

Share positions as resolved from 13F-HR 0001849753-26-000002, largest first. % of portfolio is the value over $3,419,529,700, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150,000 shares; 2025Q3: 2,150,000 shares; 2025Q4: 3,850,000 shares 3,850,000$718M21%+1,700,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 650,000 shares; 2025Q1: 910,000 shares; 2025Q2: 450,000 shares; 2025Q3: 800,000 shares; 2025Q4: 1,025,000 shares 1,025,000$496M14.5%+225,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,800,000 shares 1,800,000$415M12.15%-75,000Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,000 shares; 2024Q4: 600,000 shares; 2025Q1: 250,000 shares; 2025Q2: not reported; 2025Q3: 125,000 shares; 2025Q4: 1,850,000 shares 1,850,000$386M11.29%+1,725,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,225,000 shares 1,225,000$372M10.89%+50,000Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 30,000 shares; 2025Q1: 55,000 shares; 2025Q2: 40,000 shares; 2025Q3: 57,000 shares; 2025Q4: 65,000 shares 65,000$348M10.18%+8,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 925,000 shares 925,000$290M8.47%-825,000Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: not reported; 2025Q2: 550,000 shares; 2025Q3: 1,550,000 shares; 2025Q4: 1,350,000 shares 1,350,000$219M6.4%-200,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 500,000 shares 500,000$175M5.13%-600,000Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CMCSACOMCAST CORP NEW6,000,000$189Mshares
METAMETA PLATFORMS INC250,000$184Mshares
MAMASTERCARD INCORPORATED170,000$96.7Mshares

How Q4 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 0001849753-26-000002 base2026-02-17acceptance time not in the bulk data set