Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $1,819,380 (100.0% shares, 0.0% debt)

Holdings (11)

AMZN AMAZON COM INC 15.9%
Value ($000) $289,212 Shares 2,800,000 Est. Cost $117.18 Unrealized -17.5%
CHTR CHARTER COMMUNICATIONS INC N 13.8%
Value ($000) $250,327 Shares 700,000 Est. Cost $428.09 Unrealized -12.7%
GOOGL ALPHABET INC 12.5%
Value ($000) $228,206 Shares 2,200,000 Est. Cost $107.27 Unrealized -11.2%
META META PLATFORMS INC 11.6%
Value ($000) $211,940 Shares 1,000,000 Est. Cost $218.40 Unrealized -22.6%
V VISA INC 11.2%
Value ($000) $202,914 Shares 900,000 Est. Cost $202.97 Unrealized +7.3%
MSFT MICROSOFT CORP 8.7%
Value ($000) $158,565 Shares 550,000 Est. Cost $291.81 Unrealized -14.5%
NFLX NETFLIX INC 8.1%
Value ($000) $146,829 Shares 425,000 Est. Cost $31.92 Unrealized +3.7%
UBER UBER TECHNOLOGIES INC 6.7%
Value ($000) $122,045 Shares 3,850,000 Est. Cost $36.18 Unrealized -12.3%
TMUS T-MOBILE US INC 6.0%
Value ($000) $108,630 Shares 750,000 Est. Cost $133.01 Unrealized +5.2%
CMCSA COMCAST CORP NEW 4.7%
Value ($000) $85,298 Shares 2,250,000 Est. Cost $45.38 Unrealized -23.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $15,415 Shares 40,000 Est. Cost $378.38 Unrealized -6.1%