Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $1,727,848 (100.0% shares, 0.0% debt)

Holdings (11)

AMZN AMAZON COM INC 14.7%
Value ($000) $254,250 Shares 2,250,000 Est. Cost $126.58 Unrealized -0.1%
NFLX NETFLIX INC 13.6%
Value ($000) $235,440 Shares 1,000,000 Est. Cost $31.76 Unrealized -30.1%
MSFT MICROSOFT CORP 11.5%
Value ($000) $197,965 Shares 850,000 Est. Cost $293.51 Unrealized -12.5%
META META PLATFORMS INC 11.2%
Value ($000) $194,022 Shares 1,430,000 Est. Cost $244.74 Unrealized -34.2%
GOOGL ALPHABET INC 10.0%
Value ($000) $172,170 Shares 1,800,000 Est. Cost $111.41 Unrealized -1.2%
V VISA INC 9.8%
Value ($000) $168,768 Shares 950,000 Est. Cost $202.18 Unrealized -1.9%
CHTR CHARTER COMMUNICATIONS INC N 8.8%
Value ($000) $151,675 Shares 500,000 Est. Cost $452.28 Unrealized -5.4%
TMUS T-MOBILE US INC 7.8%
Value ($000) $134,170 Shares 1,000,000 Est. Cost $113.89 Unrealized +19.1%
UBER UBER TECHNOLOGIES INC 7.3%
Value ($000) $125,875 Shares 4,750,000 Est. Cost $36.37 Unrealized -24.0%
CMCSA COMCAST CORP NEW 3.8%
Value ($000) $65,993 Shares 2,250,000 Est. Cost $45.38 Unrealized -25.8%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $27,520 Shares 100,000 Est. Cost $378.38 Unrealized 0.0%