Filed: 11/14/2025ACC: 0001849753-25-000008
📋 What this filing means
VOYAGER GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $3.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$3.41B
Total AUM (reported)
17M
Total Shares
Allocation by class
COM$1.53B45.0%
CL A$750.74M22.0%
CAP STK CL A$425.43M12.5%
COM CL A$375.52M11.0%
SPONSORED ADS$328.17M9.6%
Portfolio Concentration
Top 3$1.25B36.6%
4–10$2.03B59.5%
11–25$131.09M3.8%
Top 3 weight
36.6%
Top 10 weight
96.2%
Voting Authority Distribution
Total shares with voting rights: 17M
Sole
Full voting authority
17M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
ALPHABET INC
SOLEShares1.75M
TypeSH
Market value$425.43M
12.46%
Sole
1.75M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares800K
TypeSH
Market value$414.36M
12.13%
Sole
800K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.88M
TypeSH
Market value$411.69M
12.06%
Sole
1.88M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.15M
TypeSH
Market value$401.15M
11.75%
Sole
2.15M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.10M
TypeSH
Market value$375.52M
11.00%
Sole
1.10M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.18M
TypeSH
Market value$328.17M
9.61%
Sole
1.18M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares57K
TypeSH
Market value$307.76M
9.01%
Sole
57K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares1.55M
TypeSH
Market value$247.53M
7.25%
Sole
1.55M
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares6M
TypeSH
Market value$188.52M
5.52%
Sole
6M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares250K
TypeSH
Market value$183.59M
5.38%
Sole
250K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares170K
TypeSH
Market value$96.70M
2.83%
Sole
170K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares125K
TypeSH
Market value$34.39M
1.01%
Sole
125K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 1.75M | SH | $425.43M 12.46% | 1.75M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 800K | SH | $414.36M 12.13% | 800K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.88M | SH | $411.69M 12.06% | 1.88M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.15M | SH | $401.15M 11.75% | 2.15M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.10M | SH | $375.52M 11.00% | 1.10M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.18M | SH | $328.17M 9.61% | 1.18M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 57K | SH | $307.76M 9.01% | 57K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 1.55M | SH | $247.53M 7.25% | 1.55M | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 6M | SH | $188.52M 5.52% | 6M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 250K | SH | $183.59M 5.38% | 250K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 170K | SH | $96.70M 2.83% | 170K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 125K | SH | $34.39M 1.01% | 125K | 0.00 | 0.00 |