Filed: 8/14/2025ACC: 0001849753-25-000007
📋 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 $2.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$2.79B
Total AUM (reported)
15.78M
Total Shares
Allocation by class
COM$1.13B40.5%
CL A$569.67M20.4%
CAP STK CL A$533.10M19.1%
SPONSORED ADS$328.41M11.8%
COM CL A$225.46M8.1%
Portfolio Concentration
Top 3$1.21B43.3%
4–10$1.54B55.3%
11–25$36.90M1.3%
Top 3 weight
43.3%
Top 10 weight
98.7%
Voting Authority Distribution
Total shares with voting rights: 15.78M
Sole
Full voting authority
15.78M
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
SOLEShares3.02M
TypeSH
Market value$533.10M
19.13%
Sole
3.02M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.15M
TypeSH
Market value$339.68M
12.19%
Sole
2.15M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.52M
TypeSH
Market value$334.57M
12.01%
Sole
1.52M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.45M
TypeSH
Market value$328.41M
11.79%
Sole
1.45M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares40K
TypeSH
Market value$231.57M
8.31%
Sole
40K
Shared
0.00
None
0.00
VISA INC
SOLEShares635K
TypeSH
Market value$225.46M
8.09%
Sole
635K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares400K
TypeSH
Market value$224.78M
8.07%
Sole
400K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares450K
TypeSH
Market value$223.83M
8.03%
Sole
450K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares5.50M
TypeSH
Market value$196.29M
7.05%
Sole
5.50M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares550K
TypeSH
Market value$111.70M
4.01%
Sole
550K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50K
TypeSH
Market value$36.90M
1.32%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 3.02M | SH | $533.10M 19.13% | 3.02M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.15M | SH | $339.68M 12.19% | 2.15M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.52M | SH | $334.57M 12.01% | 1.52M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.45M | SH | $328.41M 11.79% | 1.45M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 40K | SH | $231.57M 8.31% | 40K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 635K | SH | $225.46M 8.09% | 635K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 400K | SH | $224.78M 8.07% | 400K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 450K | SH | $223.83M 8.03% | 450K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 5.50M | SH | $196.29M 7.05% | 5.50M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 550K | SH | $111.70M 4.01% | 550K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50K | SH | $36.90M 1.32% | 50K | 0.00 | 0.00 |