Voyager Global Management LP Concentrated Active

Location: New York, NY

CIK: 0001849753 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $3.42B (100.0% shares, 0.0% debt)

Holdings (9)

NVDA NVIDIA CORPORATION 21.0%

Value $718M Shares 3,850,000 Est. Cost $152.45 Unrealized +22.1%

MSFT MICROSOFT CORP 14.5%

Value $496M Shares 1,025,000 Est. Cost $455.87 Unrealized +9.8%

AMZN AMAZON COM INC 12.2%

Value $415M Shares 1,800,000 Est. Cost $167.84 Unrealized +36.3%

CHTR CHARTER COMMUNICATIONS INC N 11.3%

Value $386M Shares 1,850,000 Est. Cost $230.17 Unrealized -2.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 10.9%

Value $372M Shares 1,225,000 Est. Cost $137.50 Unrealized —

BKNG BOOKING HOLDINGS INC 10.2%

Value $348M Shares 65,000 Est. Cost $4306.06 Unrealized +19.3%

GOOGL ALPHABET INC 8.5%

Value $290M Shares 925,000 Est. Cost $136.50 Unrealized +109.2%

TEAM ATLASSIAN CORPORATION 6.4%

Value $219M Shares 1,350,000 Est. Cost $190.62 Unrealized -17.7%

V VISA INC 5.1%

Value $175M Shares 500,000 Est. Cost $317.66 Unrealized +7.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	3,850,000	$718M	21.0%	$152.45	+22.1%	COM	67066G104
MSFT	MICROSOFT CORP	1,025,000	$496M	14.5%	$455.87	+9.8%	COM	594918104
AMZN	AMAZON COM INC	1,800,000	$415M	12.2%	$167.84	+36.3%	COM	023135106
CHTR	CHARTER COMMUNICATIONS INC N	1,850,000	$386M	11.3%	$230.17	-2.3%	CL A	16119P108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,225,000	$372M	10.9%	$137.50	—	SPONSORED ADS	874039100
BKNG	BOOKING HOLDINGS INC	65,000	$348M	10.2%	$4306.06	+19.3%	COM	09857L108
GOOGL	ALPHABET INC	925,000	$290M	8.5%	$136.50	+109.2%	CAP STK CL A	02079K305
TEAM	ATLASSIAN CORPORATION	1,350,000	$219M	6.4%	$190.62	-17.7%	CL A	049468101
V	VISA INC	500,000	$175M	5.1%	$317.66	+7.2%	COM CL A	92826C839