Filed: 2/17/2026ACC: 0001849753-26-000002
📋 What this filing means
VOYAGER GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $3.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$3.42B
Total AUM (reported)
12.59M
Total Shares
Allocation by class
COM$1.98B57.8%
CL A$605.08M17.7%
SPONSORED ADS$372.27M10.9%
CAP STK CL A$289.52M8.5%
COM CL A$175.35M5.1%
Portfolio Concentration
Top 3$1.63B47.6%
4–10$1.79B52.4%
Top 3 weight
47.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.59M
Sole
Full voting authority
12.59M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
NVIDIA CORPORATION
SOLEShares3.85M
TypeSH
Market value$718.02M
21.00%
Sole
3.85M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.02M
TypeSH
Market value$495.71M
14.50%
Sole
1.02M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.80M
TypeSH
Market value$415.48M
12.15%
Sole
1.80M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares1.85M
TypeSH
Market value$386.19M
11.29%
Sole
1.85M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.23M
TypeSH
Market value$372.27M
10.89%
Sole
1.23M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares65K
TypeSH
Market value$348.10M
10.18%
Sole
65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares925K
TypeSH
Market value$289.52M
8.47%
Sole
925K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares1.35M
TypeSH
Market value$218.89M
6.40%
Sole
1.35M
Shared
0.00
None
0.00
VISA INC
SOLEShares500K
TypeSH
Market value$175.35M
5.13%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.85M | SH | $718.02M 21.00% | 3.85M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.02M | SH | $495.71M 14.50% | 1.02M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.80M | SH | $415.48M 12.15% | 1.80M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 1.85M | SH | $386.19M 11.29% | 1.85M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.23M | SH | $372.27M 10.89% | 1.23M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 65K | SH | $348.10M 10.18% | 65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 925K | SH | $289.52M 8.47% | 925K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 1.35M | SH | $218.89M 6.40% | 1.35M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 500K | SH | $175.35M 5.13% | 500K | 0.00 | 0.00 |