Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $2,504,034 (100.0% shares, 0.0% debt)

Holdings (14)

GOOGL ALPHABET INC 20.2%

Value ($000) $506,378 Shares 2,675,000 Est. Cost $131.53 Unrealized +32.4%

MSFT MICROSOFT CORP 10.9%

Value ($000) $273,975 Shares 650,000 Est. Cost $387.37 Unrealized +9.0%

CMCSA COMCAST CORP NEW 10.9%

Value ($000) $273,969 Shares 7,300,000 Est. Cost $40.51 Unrealized -1.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 10.8%

Value ($000) $271,549 Shares 1,375,000 Est. Cost $113.59 Unrealized —

AMZN AMAZON COM INC 10.5%

Value ($000) $263,268 Shares 1,200,000 Est. Cost $130.42 Unrealized +56.9%

CHTR CHARTER COMMUNICATIONS INC N 8.2%

Value ($000) $205,662 Shares 600,000 Est. Cost $366.71 Unrealized -1.4%

UBER UBER TECHNOLOGIES INC 6.3%

Value ($000) $156,832 Shares 2,600,000 Est. Cost $71.05 Unrealized +0.5%

BKNG BOOKING HOLDINGS INC 6.0%

Value ($000) $149,053 Shares 30,000 Est. Cost $2652.06 Unrealized +79.6%

V VISA INC 5.2%

Value ($000) $129,576 Shares 410,000 Est. Cost $242.33 Unrealized +23.1%

NFLX NETFLIX INC 3.9%

Value ($000) $98,045 Shares 110,000 Est. Cost $39.16 Unrealized +110.2%

SBAC SBA COMMUNICATIONS CORP NEW 3.8%

Value ($000) $95,786 Shares 470,000 Est. Cost $220.13 Unrealized 0.0%

META META PLATFORMS INC 1.2%

Value ($000) $29,276 Shares 50,000 Est. Cost $584.74 Unrealized 0.0%

MA MASTERCARD INCORPORATED 1.1%

Value ($000) $26,329 Shares 50,000 Est. Cost $452.18 Unrealized +13.8%

TEAM ATLASSIAN CORPORATION 1.0%

Value ($000) $24,338 Shares 100,000 Est. Cost $228.99 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	2,675,000	$506,378	20.2%	$131.53	+32.4%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	650,000	$273,975	10.9%	$387.37	+9.0%	COM	594918104
CMCSA	COMCAST CORP NEW	7,300,000	$273,969	10.9%	$40.51	-1.3%	CL A	20030N101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,375,000	$271,549	10.8%	$113.59	—	SPONSORED ADS	874039100
AMZN	AMAZON COM INC	1,200,000	$263,268	10.5%	$130.42	+56.9%	COM	023135106
CHTR	CHARTER COMMUNICATIONS INC N	600,000	$205,662	8.2%	$366.71	-1.4%	CL A	16119P108
UBER	UBER TECHNOLOGIES INC	2,600,000	$156,832	6.3%	$71.05	+0.5%	COM	90353T100
BKNG	BOOKING HOLDINGS INC	30,000	$149,053	6.0%	$2652.06	+79.6%	COM	09857L108
V	VISA INC	410,000	$129,576	5.2%	$242.33	+23.1%	COM CL A	92826C839
NFLX	NETFLIX INC	110,000	$98,045	3.9%	$39.16	+110.2%	COM	64110L106
SBAC	SBA COMMUNICATIONS CORP NEW	470,000	$95,786	3.8%	$220.13	0.0%	CL A	78410G104
META	META PLATFORMS INC	50,000	$29,276	1.2%	$584.74	0.0%	CL A	30303M102
MA	MASTERCARD INCORPORATED	50,000	$26,329	1.1%	$452.18	+13.8%	CL A	57636Q104
TEAM	ATLASSIAN CORPORATION	100,000	$24,338	1.0%	$228.99	0.0%	CL A	049468101