Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q4 2021 (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $1,377,130 (100.0% shares, 0.0% debt)

Holdings (13)

CMCSA COMCAST CORP NEW 12.3%
Value ($000) $169,864 Shares 3,375,000 Est. Cost $46.14 Unrealized 0.0%
TMUS T-MOBILE US INC 11.8%
Value ($000) $162,952 Shares 1,405,000 Est. Cost $113.68 Unrealized 0.0%
GOOGL ALPHABET INC 11.8%
Value ($000) $162,234 Shares 56,000 Est. Cost $142.94 Unrealized 0.0%
AMZN AMAZON COM INC 11.6%
Value ($000) $160,048 Shares 48,000 Est. Cost $171.15 Unrealized 0.0%
META META PLATFORMS INC 10.4%
Value ($000) $142,949 Shares 425,000 Est. Cost $329.69 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 9.1%
Value ($000) $125,790 Shares 3,000,000 Est. Cost $43.11 Unrealized 0.0%
MSFT MICROSOFT CORP 8.3%
Value ($000) $114,349 Shares 340,000 Est. Cost $313.41 Unrealized 0.0%
V VISA INC 7.7%
Value ($000) $106,188 Shares 490,000 Est. Cost $208.13 Unrealized 0.0%
NFLX NETFLIX INC 5.9%
Value ($000) $81,329 Shares 135,000 Est. Cost $63.89 Unrealized 0.0%
— LIBERTY MEDIA CORP DEL 4.6%
Value ($000) $63,240 Shares 1,000,000 Est. Cost $63.24 Unrealized —
— SPLUNK INC 3.0%
Value ($000) $41,659 Shares 360,000 Est. Cost $115.72 Unrealized —
ADSK AUTODESK INC 2.3%
Value ($000) $32,337 Shares 115,000 Est. Cost $291.48 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 1.0%
Value ($000) $14,191 Shares 125,000 Est. Cost $118.61 Unrealized 0.0%