Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $1,614,363 (100.0% shares, 0.0% debt)

Holdings (11)

AMZN AMAZON COM INC 17.7%
Value ($000) $285,600 Shares 3,400,000 Est. Cost $117.18 Unrealized -15.7%
META META PLATFORMS INC 13.4%
Value ($000) $216,612 Shares 1,800,000 Est. Cost $218.40 Unrealized -46.6%
MSFT MICROSOFT CORP 13.0%
Value ($000) $209,843 Shares 875,000 Est. Cost $291.81 Unrealized -19.8%
GOOGL ALPHABET INC 13.0%
Value ($000) $209,546 Shares 2,375,000 Est. Cost $107.27 Unrealized -12.1%
V VISA INC 11.0%
Value ($000) $177,635 Shares 855,000 Est. Cost $202.18 Unrealized -2.6%
CHTR CHARTER COMMUNICATIONS INC N 10.2%
Value ($000) $164,464 Shares 485,000 Est. Cost $452.28 Unrealized -22.3%
UBER UBER TECHNOLOGIES INC 7.4%
Value ($000) $119,941 Shares 4,850,000 Est. Cost $36.18 Unrealized -24.4%
NFLX NETFLIX INC 6.8%
Value ($000) $110,580 Shares 375,000 Est. Cost $31.76 Unrealized -11.7%
CMCSA COMCAST CORP NEW 4.9%
Value ($000) $78,683 Shares 2,250,000 Est. Cost $45.38 Unrealized -33.8%
TMUS T-MOBILE US INC 1.7%
Value ($000) $28,000 Shares 200,000 Est. Cost $113.89 Unrealized +21.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $13,461 Shares 40,000 Est. Cost $378.38 Unrealized -15.5%