Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Voyager Global Management LP (CIK 1849753) reported $2.94B across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($819.7M, 27.88%), MSFT ($490.5M, 16.68%), AMZN ($453.0M, 15.41%), TSM ($388.6M, 13.22%), TEAM ($262.8M, 8.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $819.7M | 27.88% | 4.7M | Added |
| 2 | MSFT | MICROSOFT CORP | $490.5M | 16.68% | 1.3M | Added |
| 3 | AMZN | AMAZON COM INC | $453.0M | 15.41% | 2.2M | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $388.6M | 13.22% | 1.1M | Trimmed |
| 5 | TEAM | ATLASSIAN CORPORATION | $262.8M | 8.94% | 3.9M | Added |
| 6 | BKNG | BOOKING HOLDINGS INC | $252.6M | 8.59% | 60,000 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $143.8M | 4.89% | 500,000 | Trimmed |
| 8 | META | META PLATFORMS INC | $128.7M | 4.38% | 225,000 | New |
| 9 | CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | Exited |
| 10 | V | VISA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31