Filed: 5/15/2025ACC: 0001849753-25-000005
📋 What this filing means
VOYAGER GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $2.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$2.24B
Total AUM (reported)
13.65M
Total Shares
Allocation by class
COM$993.87M44.3%
CAP STK CL A$448.46M20.0%
CL A$360.43M16.1%
SPONSORED ADS$336.15M15.0%
COM CL A$105.14M4.7%
Portfolio Concentration
Top 3$1.13B50.2%
4–10$1.08B48.2%
11–25$36.43M1.6%
Top 3 weight
50.2%
Top 10 weight
98.4%
Voting Authority Distribution
Total shares with voting rights: 13.65M
Sole
Full voting authority
13.65M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
ALPHABET INC
SOLEShares2.90M
TypeSH
Market value$448.46M
19.98%
Sole
2.90M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares910K
TypeSH
Market value$341.60M
15.22%
Sole
910K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.02M
TypeSH
Market value$336.15M
14.98%
Sole
2.02M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.66M
TypeSH
Market value$315.83M
14.07%
Sole
1.66M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares55K
TypeSH
Market value$253.38M
11.29%
Sole
55K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares4.85M
TypeSH
Market value$178.97M
7.98%
Sole
4.85M
Shared
0.00
None
0.00
VISA INC
SOLEShares300K
TypeSH
Market value$105.14M
4.69%
Sole
300K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares250K
TypeSH
Market value$92.13M
4.11%
Sole
250K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares155K
TypeSH
Market value$89.34M
3.98%
Sole
155K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares50K
TypeSH
Market value$46.63M
2.08%
Sole
50K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares500K
TypeSH
Market value$36.43M
1.62%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 2.90M | SH | $448.46M 19.98% | 2.90M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 910K | SH | $341.60M 15.22% | 910K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.02M | SH | $336.15M 14.98% | 2.02M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.66M | SH | $315.83M 14.07% | 1.66M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 55K | SH | $253.38M 11.29% | 55K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 4.85M | SH | $178.97M 7.98% | 4.85M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 300K | SH | $105.14M 4.69% | 300K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 250K | SH | $92.13M 4.11% | 250K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 155K | SH | $89.34M 3.98% | 155K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 50K | SH | $46.63M 2.08% | 50K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 500K | SH | $36.43M 1.62% | 500K | 0.00 | 0.00 |