Institutional Fund
Voyager Global Management LP
New York, NYCIK 18497535 filings on record
Portfolio Value
$2.94B
Q1 2026
Holdings
8
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-14.0%
from $3.42B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation27.9%
- Microsoft Corp16.7%
- Amazon Com Inc15.4%
- Taiwan Semiconductor Mfg Ltd13.2%
- Atlassian Corporation8.9%
- Booking Holdings Inc8.6%
- Other9.3%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 4.70M | $819.68M | 27.9% | +850.0K | Added |
| 2 | Microsoft Corp | 1.32M | $490.48M | 16.7% | +300.0K | Added |
| 3 | Amazon Com Inc | 2.17M | $452.99M | 15.4% | +375.0K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 1.15M | $388.64M | 13.2% | −75.0K | Reduced |
| 5 | Atlassian Corporation | 3.85M | $262.76M | 8.9% | +2.50M | Added |
| 6 | Booking Holdings Inc | 60.0K | $252.62M | 8.6% | −5.0K | Reduced |
| 7 | Alphabet Inc | 500.0K | $143.78M | 4.9% | −425.0K | Reduced |
| 8 | Meta Platforms Inc | 225.0K | $128.73M | 4.4% | +225.0K | New |