Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $2,092,625 (100.0% shares, 0.0% debt)

Holdings (11)

GOOGL ALPHABET INC 18.1%
Value ($000) $379,258 Shares 2,715,000 Est. Cost $111.86 Unrealized +19.2%
AMZN AMAZON COM INC 11.8%
Value ($000) $247,662 Shares 1,630,000 Est. Cost $120.24 Unrealized +16.6%
V VISA INC 11.4%
Value ($000) $238,220 Shares 915,000 Est. Cost $207.28 Unrealized +17.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 10.6%
Value ($000) $221,000 Shares 2,125,000 Est. Cost $93.11 Unrealized —
BKNG BOOKING HOLDINGS INC 10.5%
Value ($000) $219,928 Shares 62,000 Est. Cost $2652.06 Unrealized +15.7%
CHTR CHARTER COMMUNICATIONS INC N 8.8%
Value ($000) $184,623 Shares 475,000 Est. Cost $417.69 Unrealized -2.4%
META META PLATFORMS INC 8.7%
Value ($000) $182,289 Shares 515,000 Est. Cost $254.79 Unrealized +26.9%
TMUS T-MOBILE US INC 6.3%
Value ($000) $132,272 Shares 825,000 Est. Cost $134.25 Unrealized +6.6%
CMCSA COMCAST CORP NEW 6.0%
Value ($000) $126,069 Shares 2,875,000 Est. Cost $44.33 Unrealized -9.6%
NFLX NETFLIX INC 4.7%
Value ($000) $97,376 Shares 200,000 Est. Cost $35.00 Unrealized +24.7%
MSFT MICROSOFT CORP 3.1%
Value ($000) $63,927 Shares 170,000 Est. Cost $294.54 Unrealized +18.9%