Filed: 2/14/2025ACC: 0001849753-25-000002
📋 What this filing means
VOYAGER GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $2.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$2.50B
Total AUM (reported)
17.62M
Total Shares
Allocation by class
COM$941.17M37.6%
CL A$655.36M26.2%
CAP STK CL A$506.38M20.2%
SPONSORED ADS$271.55M10.8%
COM CL A$129.58M5.2%
Portfolio Concentration
Top 3$1.05B42.1%
4–10$1.27B50.9%
11–25$175.73M7.0%
Top 3 weight
42.1%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 17.62M
Sole
Full voting authority
17.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
ALPHABET INC
SOLEShares2.67M
TypeSH
Market value$506.38M
20.22%
Sole
2.67M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares650K
TypeSH
Market value$273.98M
10.94%
Sole
650K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares7.30M
TypeSH
Market value$273.97M
10.94%
Sole
7.30M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.38M
TypeSH
Market value$271.55M
10.84%
Sole
1.38M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.20M
TypeSH
Market value$263.27M
10.51%
Sole
1.20M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares600K
TypeSH
Market value$205.66M
8.21%
Sole
600K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.60M
TypeSH
Market value$156.83M
6.26%
Sole
2.60M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares30K
TypeSH
Market value$149.05M
5.95%
Sole
30K
Shared
0.00
None
0.00
VISA INC
SOLEShares410K
TypeSH
Market value$129.58M
5.17%
Sole
410K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares110K
TypeSH
Market value$98.05M
3.92%
Sole
110K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares470K
TypeSH
Market value$95.79M
3.83%
Sole
470K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50K
TypeSH
Market value$29.28M
1.17%
Sole
50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares50K
TypeSH
Market value$26.33M
1.05%
Sole
50K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares100K
TypeSH
Market value$24.34M
0.97%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2.67M | SH | $506.38M 20.22% | 2.67M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 650K | SH | $273.98M 10.94% | 650K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 7.30M | SH | $273.97M 10.94% | 7.30M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.38M | SH | $271.55M 10.84% | 1.38M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.20M | SH | $263.27M 10.51% | 1.20M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 600K | SH | $205.66M 8.21% | 600K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.60M | SH | $156.83M 6.26% | 2.60M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 30K | SH | $149.05M 5.95% | 30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 410K | SH | $129.58M 5.17% | 410K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 110K | SH | $98.05M 3.92% | 110K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 470K | SH | $95.79M 3.83% | 470K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50K | SH | $29.28M 1.17% | 50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 50K | SH | $26.33M 1.05% | 50K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 100K | SH | $24.34M 0.97% | 100K | 0.00 | 0.00 |