Voyager Global Management LP Concentrated Active

Location: New York, NY

CIK: 0001849753 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (8)

NVDA NVIDIA CORPORATION 27.9%

Value $820M Shares 4,700,000 Est. Cost $158.64 Unrealized +17.7%

MSFT MICROSOFT CORP 16.7%

Value $490M Shares 1,325,000 Est. Cost $451.06 Unrealized -3.6%

AMZN AMAZON COM INC 15.4%

Value $453M Shares 2,175,000 Est. Cost $178.01 Unrealized +27.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC 13.2%

Value $389M Shares 1,150,000 Est. Cost $137.50 Unrealized —

TEAM ATLASSIAN CORPORATION 8.9%

Value $263M Shares 3,850,000 Est. Cost $140.40 Unrealized -19.3%

BKNG BOOKING HOLDINGS INC 8.6%

Value $253M Shares 60,000 Est. Cost $4306.06 Unrealized +11.0%

GOOGL ALPHABET INC 4.9%

Value $144M Shares 500,000 Est. Cost $136.50 Unrealized +136.8%

META META PLATFORMS INC 4.4%

Value $129M Shares 225,000 Est. Cost $655.57 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	4,700,000	$820M	27.9%	$158.64	+17.7%	COM	67066G104
MSFT	MICROSOFT CORP	1,325,000	$490M	16.7%	$451.06	-3.6%	COM	594918104
AMZN	AMAZON COM INC	2,175,000	$453M	15.4%	$178.01	+27.4%	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MANUFAC	1,150,000	$389M	13.2%	$137.50	—	SPONSORED ADS	874039100
TEAM	ATLASSIAN CORPORATION	3,850,000	$263M	8.9%	$140.40	-19.3%	CL A	049468101
BKNG	BOOKING HOLDINGS INC	60,000	$253M	8.6%	$4306.06	+11.0%	COM	09857L108
GOOGL	ALPHABET INC	500,000	$144M	4.9%	$136.50	+136.8%	CAP STK CL A	02079K305
META	META PLATFORMS INC	225,000	$129M	4.4%	$655.57	0.0%	CL A	30303M102