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Voyager Global Management LP

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13F filer, CIK 1849753, NEW YORK, NY

Voyager Global Management LP reported $3,632,948,350 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849753-26-000004

Period
2026-06-30
Reported value
$3.63B
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKNGadded+1,440,000$257M
GOOGLadded+625,000$223M
MSFTadded+375,000$140M
METAadded+170,000$95.8M
NVDAadded+400,000$80M

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
TEAMreduced-2,380,000-$185M
TSMreduced-175,000-$83.6M
AMZNreduced-50,000-$11.9M

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 2026

Share positions as resolved from 13F-HR 0001849753-26-000004, largest first. % of portfolio is the value over $3,632,948,350, 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150,000 shares; 2025Q3: 2,150,000 shares; 2025Q4: 3,850,000 shares; 2026Q1: 4,700,000 shares; 2026Q2: 5,100,000 shares 5,100,000$1.02B28.09%+400,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,325,000 shares; 2026Q2: 1,700,000 shares 1,700,000$634M17.46%+375,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,175,000 shares; 2026Q2: 2,125,000 shares 2,125,000$506M13.94%-50,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,150,000 shares; 2026Q2: 975,000 shares 975,000$466M12.82%-175,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 500,000 shares; 2026Q2: 1,125,000 shares 1,125,000$402M11.07%+625,000Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 30,000 shares; 2025Q1: 55,000 shares; 2025Q2: 40,000 shares; 2025Q3: 57,000 shares; 2025Q4: 65,000 shares; 2026Q1: 60,000 shares; 2026Q2: 1,500,000 shares 1,500,000$267M7.36%+1,440,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 155,000 shares; 2025Q2: 50,000 shares; 2025Q3: 250,000 shares; 2025Q4: not reported; 2026Q1: 225,000 shares; 2026Q2: 395,000 shares 395,000$222M6.12%+170,000Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: not reported; 2025Q2: 550,000 shares; 2025Q3: 1,550,000 shares; 2025Q4: 1,350,000 shares; 2026Q1: 3,850,000 shares; 2026Q2: 1,470,000 shares 1,470,000$114M3.15%-2,380,000Timeline

How Q2 2026 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 0001849753-26-000004 base2026-08-14acceptance time not in the bulk data set