Voyager Global Management LP Concentrated Active

Location: New York, NY

CIK: 0001849753 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $3.633B (100.0% shares, 0.0% debt)

Holdings (8)

Increased Positions (5)

GOOGL ALPHABET INC 11.1%

Value $402M (+179.6%) Shares 1,125,000 (+125.0%) Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 28.1%

Value $1.02B (+24.5%) Shares 5,100,000 (+8.5%) Est. Cost — Unrealized —

MSFT MICROSOFT CORP 17.5%

Value $634M (+29.3%) Shares 1,700,000 (+28.3%) Est. Cost — Unrealized —

META META PLATFORMS INC 6.1%

Value $222M (+72.8%) Shares 395,000 (+75.6%) Est. Cost — Unrealized —

BKNG BOOKING HOLDINGS INC 7.4%

Value $267M (+5.8%) Shares 1,500,000 (+2400.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	1,125,000 (+125.0%)	$402M (+179.6%)	11.1%	—	—	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	5,100,000 (+8.5%)	$1.02B (+24.5%)	28.1%	—	—	COM	67066G104
MSFT	MICROSOFT CORP	1,700,000 (+28.3%)	$634M (+29.3%)	17.5%	—	—	COM	594918104
META	META PLATFORMS INC	395,000 (+75.6%)	$222M (+72.8%)	6.1%	—	—	CL A	30303M102
BKNG	BOOKING HOLDINGS INC	1,500,000 (+2400.0%)	$267M (+5.8%)	7.4%	—	—	COM	09857L108

Decreased Positions (3)

TEAM ATLASSIAN CORPORATION 3.1%

Value $114M (-56.5%) Shares 1,470,000 (-61.8%) Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 12.8%

Value $466M (+19.8%) Shares 975,000 (-15.2%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 13.9%

Value $506M (+11.8%) Shares 2,125,000 (-2.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TEAM	ATLASSIAN CORPORATION	1,470,000 (-61.8%)	$114M (-56.5%)	3.1%	—	—	CL A	049468101
TSM	TAIWAN SEMICONDUCTOR MANUFAC	975,000 (-15.2%)	$466M (+19.8%)	12.8%	—	—	SPONSORED ADS	874039100
AMZN	AMAZON COM INC	2,125,000 (-2.3%)	$506M (+11.8%)	13.9%	—	—	COM	023135106