Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $2,244,050 (100.0% shares, 0.0% debt)

Holdings (11)

GOOGL ALPHABET INC 20.0%

Value ($000) $448,456 Shares 2,900,000 Est. Cost $135.34 Unrealized +33.5%

MSFT MICROSOFT CORP 15.2%

Value ($000) $341,605 Shares 910,000 Est. Cost $392.43 Unrealized +3.2%

TSM TAIWAN SEMICONDUCTOR MFG LTD 15.0%

Value ($000) $336,150 Shares 2,025,000 Est. Cost $130.42 Unrealized —

AMZN AMAZON COM INC 14.1%

Value ($000) $315,832 Shares 1,660,000 Est. Cost $154.41 Unrealized +40.5%

BKNG BOOKING HOLDINGS INC 11.3%

Value ($000) $253,380 Shares 55,000 Est. Cost $3605.25 Unrealized +31.7%

CMCSA COMCAST CORP NEW 8.0%

Value ($000) $178,965 Shares 4,850,000 Est. Cost $40.51 Unrealized -13.5%

V VISA INC 4.7%

Value ($000) $105,138 Shares 300,000 Est. Cost $242.33 Unrealized +38.8%

CHTR CHARTER COMMUNICATIONS INC N 4.1%

Value ($000) $92,133 Shares 250,000 Est. Cost $366.71 Unrealized -2.5%

META META PLATFORMS INC 4.0%

Value ($000) $89,336 Shares 155,000 Est. Cost $624.38 Unrealized +3.0%

NFLX NETFLIX INC 2.1%

Value ($000) $46,627 Shares 50,000 Est. Cost $39.16 Unrealized +142.9%

UBER UBER TECHNOLOGIES INC 1.6%

Value ($000) $36,430 Shares 500,000 Est. Cost $71.05 Unrealized +1.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	2,900,000	$448,456	20.0%	$135.34	+33.5%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	910,000	$341,605	15.2%	$392.43	+3.2%	COM	594918104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,025,000	$336,150	15.0%	$130.42	—	SPONSORED ADS	874039100
AMZN	AMAZON COM INC	1,660,000	$315,832	14.1%	$154.41	+40.5%	COM	023135106
BKNG	BOOKING HOLDINGS INC	55,000	$253,380	11.3%	$3605.25	+31.7%	COM	09857L108
CMCSA	COMCAST CORP NEW	4,850,000	$178,965	8.0%	$40.51	-13.5%	CL A	20030N101
V	VISA INC	300,000	$105,138	4.7%	$242.33	+38.8%	COM CL A	92826C839
CHTR	CHARTER COMMUNICATIONS INC N	250,000	$92,133	4.1%	$366.71	-2.5%	CL A	16119P108
META	META PLATFORMS INC	155,000	$89,336	4.0%	$624.38	+3.0%	CL A	30303M102
NFLX	NETFLIX INC	50,000	$46,627	2.1%	$39.16	+142.9%	COM	64110L106
UBER	UBER TECHNOLOGIES INC	500,000	$36,430	1.6%	$71.05	+1.4%	COM	90353T100