Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $2,130,450 (100.0% shares, 0.0% debt)

Holdings (13)

GOOGL ALPHABET INC 14.1%

Value ($000) $300,978 Shares 2,300,000 Est. Cost $107.98 Unrealized +18.9%

AMZN AMAZON COM INC 13.1%

Value ($000) $279,664 Shares 2,200,000 Est. Cost $120.24 Unrealized +11.4%

V VISA INC 11.6%

Value ($000) $247,261 Shares 1,075,000 Est. Cost $207.28 Unrealized +13.9%

TMUS T-MOBILE US INC 8.1%

Value ($000) $171,561 Shares 1,225,000 Est. Cost $134.25 Unrealized -0.3%

BKNG BOOKING HOLDINGS INC 8.0%

Value ($000) $169,617 Shares 55,000 Est. Cost $2599.14 Unrealized +14.6%

NFLX NETFLIX INC 7.5%

Value ($000) $160,480 Shares 425,000 Est. Cost $35.00 Unrealized +21.1%

TSM TAIWAN SEMICONDUCTOR MFG LTD 7.4%

Value ($000) $158,593 Shares 1,825,000 Est. Cost $91.32 Unrealized —

CHTR CHARTER COMMUNICATIONS INC N 7.2%

Value ($000) $153,937 Shares 350,000 Est. Cost $421.24 Unrealized -1.3%

CMCSA COMCAST CORP NEW 6.2%

Value ($000) $133,020 Shares 3,000,000 Est. Cost $44.33 Unrealized -6.4%

META META PLATFORMS INC 5.3%

Value ($000) $112,579 Shares 375,000 Est. Cost $229.18 Unrealized +30.6%

SBAC SBA COMMUNICATIONS CORP NEW 5.2%

Value ($000) $110,094 Shares 550,000 Est. Cost $219.07 Unrealized -2.9%

MSFT MICROSOFT CORP 4.4%

Value ($000) $94,725 Shares 300,000 Est. Cost $294.54 Unrealized +10.2%

UBER UBER TECHNOLOGIES INC 1.8%

Value ($000) $37,942 Shares 825,000 Est. Cost $36.18 Unrealized +26.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	2,300,000	$300,978	14.1%	$107.98	+18.9%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	2,200,000	$279,664	13.1%	$120.24	+11.4%	COM	023135106
V	VISA INC	1,075,000	$247,261	11.6%	$207.28	+13.9%	COM CL A	92826C839
TMUS	T-MOBILE US INC	1,225,000	$171,561	8.1%	$134.25	-0.3%	COM	872590104
BKNG	BOOKING HOLDINGS INC	55,000	$169,617	8.0%	$2599.14	+14.6%	COM	09857L108
NFLX	NETFLIX INC	425,000	$160,480	7.5%	$35.00	+21.1%	COM	64110L106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,825,000	$158,593	7.4%	$91.32	—	SPONSORED ADS	874039100
CHTR	CHARTER COMMUNICATIONS INC N	350,000	$153,937	7.2%	$421.24	-1.3%	CL A	16119P108
CMCSA	COMCAST CORP NEW	3,000,000	$133,020	6.2%	$44.33	-6.4%	CL A	20030N101
META	META PLATFORMS INC	375,000	$112,579	5.3%	$229.18	+30.6%	CL A	30303M102
SBAC	SBA COMMUNICATIONS CORP NEW	550,000	$110,094	5.2%	$219.07	-2.9%	CL A	78410G104
MSFT	MICROSOFT CORP	300,000	$94,725	4.4%	$294.54	+10.2%	COM	594918104
UBER	UBER TECHNOLOGIES INC	825,000	$37,942	1.8%	$36.18	+26.3%	COM	90353T100