Voyager Global Management LP Concentrated Active

CIK: 0001849753 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $3,414,804 (100.0% shares, 0.0% debt)

Holdings (12)

GOOGL ALPHABET INC 12.5%

Value ($000) $425,425 Shares 1,750,000 Est. Cost $136.50 Unrealized +53.3%

MSFT MICROSOFT CORP 12.1%

Value ($000) $414,360 Shares 800,000 Est. Cost $443.30 Unrealized +14.8%

AMZN AMAZON COM INC 12.1%

Value ($000) $411,694 Shares 1,875,000 Est. Cost $167.84 Unrealized +34.9%

NVDA NVIDIA CORPORATION 11.7%

Value ($000) $401,147 Shares 2,150,000 Est. Cost $125.82 Unrealized +38.5%

V VISA INC 11.0%

Value ($000) $375,518 Shares 1,100,000 Est. Cost $317.66 Unrealized +8.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 9.6%

Value ($000) $328,166 Shares 1,175,000 Est. Cost $130.42 Unrealized —

BKNG BOOKING HOLDINGS INC 9.0%

Value ($000) $307,758 Shares 57,000 Est. Cost $4189.32 Unrealized +32.8%

TEAM ATLASSIAN CORPORATION 7.2%

Value ($000) $247,535 Shares 1,550,000 Est. Cost $190.62 Unrealized -5.1%

CMCSA COMCAST CORP NEW 5.5%

Value ($000) $188,520 Shares 6,000,000 Est. Cost $39.19 Unrealized -15.4%

META META PLATFORMS INC 5.4%

Value ($000) $183,595 Shares 250,000 Est. Cost $719.46 Unrealized +3.3%

MA MASTERCARD INCORPORATED 2.8%

Value ($000) $96,698 Shares 170,000 Est. Cost $551.47 Unrealized +4.0%

CHTR CHARTER COMMUNICATIONS INC N 1.0%

Value ($000) $34,388 Shares 125,000 Est. Cost $302.19 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	1,750,000	$425,425	12.5%	$136.50	+53.3%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	800,000	$414,360	12.1%	$443.30	+14.8%	COM	594918104
AMZN	AMAZON COM INC	1,875,000	$411,694	12.1%	$167.84	+34.9%	COM	023135106
NVDA	NVIDIA CORPORATION	2,150,000	$401,147	11.7%	$125.82	+38.5%	COM	67066G104
V	VISA INC	1,100,000	$375,518	11.0%	$317.66	+8.6%	COM CL A	92826C839
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,175,000	$328,166	9.6%	$130.42	—	SPONSORED ADS	874039100
BKNG	BOOKING HOLDINGS INC	57,000	$307,758	9.0%	$4189.32	+32.8%	COM	09857L108
TEAM	ATLASSIAN CORPORATION	1,550,000	$247,535	7.2%	$190.62	-5.1%	CL A	049468101
CMCSA	COMCAST CORP NEW	6,000,000	$188,520	5.5%	$39.19	-15.4%	CL A	20030N101
META	META PLATFORMS INC	250,000	$183,595	5.4%	$719.46	+3.3%	CL A	30303M102
MA	MASTERCARD INCORPORATED	170,000	$96,698	2.8%	$551.47	+4.0%	CL A	57636Q104
CHTR	CHARTER COMMUNICATIONS INC N	125,000	$34,388	1.0%	$302.19	0.0%	CL A	16119P108