Voyager Global Management LP Concentrated Active

Location: NEW YORK, NY

CIK: 0001849753 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $2.94B (100.0% shares, 0.0% debt)

Holdings (8)

New Positions (1)

META META PLATFORMS INC 4.4%

Value $129M Shares 225,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	225,000	$129M	4.4%	—	—	CL A	30303M102

Increased Positions (4)

NVDA NVIDIA CORPORATION 27.9%

Value $820M (+14.2%) Shares 4,700,000 (+22.1%) Est. Cost — Unrealized —

TEAM ATLASSIAN CORPORATION 8.9%

Value $263M (+20.0%) Shares 3,850,000 (+185.2%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 15.4%

Value $453M (+9.0%) Shares 2,175,000 (+20.8%) Est. Cost — Unrealized —

MSFT MICROSOFT CORP 16.7%

Value $490M (-1.1%) Shares 1,325,000 (+29.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	4,700,000 (+22.1%)	$820M (+14.2%)	27.9%	—	—	COM	67066G104
TEAM	ATLASSIAN CORPORATION	3,850,000 (+185.2%)	$263M (+20.0%)	8.9%	—	—	CL A	049468101
AMZN	AMAZON COM INC	2,175,000 (+20.8%)	$453M (+9.0%)	15.4%	—	—	COM	023135106
MSFT	MICROSOFT CORP	1,325,000 (+29.3%)	$490M (-1.1%)	16.7%	—	—	COM	594918104

Exited Positions (2)

CHTR CHARTER COMMUNICATIONS INC N 13.1%

Value $386M Shares 1,850,000 Est. Cost — Unrealized —

V VISA INC 6.0%

Value $175M Shares 500,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHTR	CHARTER COMMUNICATIONS INC N	1,850,000	$386M	13.1%	—	—	—	16119P108
V	VISA INC	500,000	$175M	6.0%	—	—	—	92826C839

Decreased Positions (3)

GOOGL ALPHABET INC 4.9%

Value $144M (-50.3%) Shares 500,000 (-45.9%) Est. Cost — Unrealized —

BKNG BOOKING HOLDINGS INC 8.6%

Value $253M (-27.4%) Shares 60,000 (-7.7%) Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 13.2%

Value $389M (+4.4%) Shares 1,150,000 (-6.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	500,000 (-45.9%)	$144M (-50.3%)	4.9%	—	—	CAP STK CL A	02079K305
BKNG	BOOKING HOLDINGS INC	60,000 (-7.7%)	$253M (-27.4%)	8.6%	—	—	COM	09857L108
TSM	TAIWAN SEMICONDUCTOR MANUFAC	1,150,000 (-6.1%)	$389M (+4.4%)	13.2%	—	—	SPONSORED ADS	874039100