Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $2,786,290 (100.0% shares, 0.0% debt)

Holdings (11)

GOOGL ALPHABET INC 19.1%

Value ($000) $533,096 Shares 3,025,000 Est. Cost $136.50 Unrealized +19.6%

NVDA NVIDIA CORPORATION 12.2%

Value ($000) $339,679 Shares 2,150,000 Est. Cost $125.82 Unrealized 0.0%

AMZN AMAZON COM INC 12.0%

Value ($000) $334,570 Shares 1,525,000 Est. Cost $154.41 Unrealized +28.2%

TSM TAIWAN SEMICONDUCTOR MFG LTD 11.8%

Value ($000) $328,411 Shares 1,450,000 Est. Cost $130.42 Unrealized —

BKNG BOOKING HOLDINGS INC 8.3%

Value ($000) $231,570 Shares 40,000 Est. Cost $3605.25 Unrealized +41.3%

V VISA INC 8.1%

Value ($000) $225,457 Shares 635,000 Est. Cost $297.54 Unrealized +16.6%

MA MASTERCARD INCORPORATED 8.1%

Value ($000) $224,776 Shares 400,000 Est. Cost $551.47 Unrealized 0.0%

MSFT MICROSOFT CORP 8.0%

Value ($000) $223,835 Shares 450,000 Est. Cost $392.43 Unrealized +10.2%

CMCSA COMCAST CORP NEW 7.0%

Value ($000) $196,295 Shares 5,500,000 Est. Cost $39.73 Unrealized -14.7%

TEAM ATLASSIAN CORPORATION 4.0%

Value ($000) $111,700 Shares 550,000 Est. Cost $208.23 Unrealized 0.0%

META META PLATFORMS INC 1.3%

Value ($000) $36,905 Shares 50,000 Est. Cost $624.38 Unrealized -1.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	3,025,000	$533,096	19.1%	$136.50	+19.6%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	2,150,000	$339,679	12.2%	$125.82	0.0%	COM	67066G104
AMZN	AMAZON COM INC	1,525,000	$334,570	12.0%	$154.41	+28.2%	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,450,000	$328,411	11.8%	$130.42	—	SPONSORED ADS	874039100
BKNG	BOOKING HOLDINGS INC	40,000	$231,570	8.3%	$3605.25	+41.3%	COM	09857L108
V	VISA INC	635,000	$225,457	8.1%	$297.54	+16.6%	COM CL A	92826C839
MA	MASTERCARD INCORPORATED	400,000	$224,776	8.1%	$551.47	0.0%	CL A	57636Q104
MSFT	MICROSOFT CORP	450,000	$223,835	8.0%	$392.43	+10.2%	COM	594918104
CMCSA	COMCAST CORP NEW	5,500,000	$196,295	7.0%	$39.73	-14.7%	CL A	20030N101
TEAM	ATLASSIAN CORPORATION	550,000	$111,700	4.0%	$208.23	0.0%	CL A	049468101
META	META PLATFORMS INC	50,000	$36,905	1.3%	$624.38	-1.2%	CL A	30303M102