Voyager Global Management LP reported 8 positions worth $3.63B for the quarter ended Jun 30, 2026, up 23.6% on the prior quarter. It opened 0 new positions, added to 4, trimmed 3 and exited 0. Its largest holding is Nvidia Corp at 28.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 5.10M | $1.02B | 28.09% | +400.0K | +8.5% | Added | 0.02% |
| 2 | MSFT Microsoft Corp | Technology | 1.70M | $634.13M | 17.46% | +375.0K | +28.3% | Added | 0.02% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 2.13M | $506.47M | 13.94% | -50.0K | -2.3% | Reduced | 0.02% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 975.0K | $465.63M | 12.82% | -175.0K | -15.2% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 1.13M | $402.04M | 11.07% | +625.0K | +125.0% | Added | 0.02% |
| 6 | BKNG Booking Holdings Inc. | Technology | 1.50M | $267.36M | 7.36% | 0 | 0.0% | Unchanged | 0.2% |
| 7 | META Meta Platforms, Inc. | Technology | 395.0K | $222.50M | 6.12% | +170.0K | +75.6% | Added | 0.02% |
| 8 | TEAM Atlassian Corp | Technology | 1.47M | $114.35M | 3.15% | -2.38M | -61.8% | Reduced | 0.92% |
Tip. Select a row to see that position’s full history at Voyager Global Management.
As of its Q2 2026 13F filing, Voyager Global Management LP’s five largest positions were Nvidia Corp (NVDA) at 28.1%, Microsoft Corp (MSFT) at 17.5%, Amazon Com Inc (AMZN) at 13.9%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 12.8%, Alphabet Inc. (GOOGL) at 11.1% of the reported portfolio.
Voyager Global Management LP reported a 13F portfolio worth $3.63B across 8 positions for Q2 2026. That is up 23.6% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($223.36M), Microsoft Corp ($139.88M), Meta Platforms, Inc. ($95.76M). It opened 0 new positions.
Its largest sales by value were Atlassian Corp ($185.14M), Taiwan Semiconductor Manufacturing Co Ltd ($83.57M), Amazon Com Inc ($11.92M). It exited 0 positions entirely.
From the Form 13F-HR reports Voyager Global Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.