Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $1,562,564 (100.0% shares, 0.0% debt)

Holdings (11)

NFLX NETFLIX INC 16.2%
Value ($000) $253,562 Shares 1,450,000 Est. Cost $31.76 Unrealized -30.2%
AMZN AMAZON COM INC 13.6%
Value ($000) $212,420 Shares 2,000,000 Est. Cost $126.60 Unrealized -1.2%
MSFT MICROSOFT CORP 12.3%
Value ($000) $192,623 Shares 750,000 Est. Cost $298.39 Unrealized -11.7%
GOOGL ALPHABET INC 11.2%
Value ($000) $174,341 Shares 80,000 Est. Cost $140.50 Unrealized -16.8%
META META PLATFORMS INC 10.6%
Value ($000) $165,281 Shares 1,025,000 Est. Cost $277.84 Unrealized -31.0%
TMUS T-MOBILE US INC 8.7%
Value ($000) $135,885 Shares 1,010,000 Est. Cost $113.89 Unrealized +10.7%
UBER UBER TECHNOLOGIES INC 7.7%
Value ($000) $119,691 Shares 5,850,000 Est. Cost $36.37 Unrealized -27.0%
V VISA INC 6.4%
Value ($000) $100,414 Shares 510,000 Est. Cost $205.50 Unrealized -2.2%
CMCSA COMCAST CORP NEW 6.3%
Value ($000) $98,100 Shares 2,500,000 Est. Cost $45.38 Unrealized -15.5%
CHTR CHARTER COMMUNICATIONS INC N 6.1%
Value ($000) $96,049 Shares 205,000 Est. Cost $487.53 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.9%
Value ($000) $14,198 Shares 200,000 Est. Cost $109.97 Unrealized -25.6%