Filed: 5/15/2026ACC: 0001849753-26-000003
📋 What this filing means
VOYAGER GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $2.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$2.94B
Total AUM (reported)
13.98M
Total Shares
Allocation by class
COM$2.02B68.6%
CL A$391.49M13.3%
SPONSORED ADS$388.64M13.2%
CAP STK CL A$143.78M4.9%
Portfolio Concentration
Top 3$1.76B60.0%
4–10$1.18B40.0%
Top 3 weight
60.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 13.98M
Sole
Full voting authority
13.98M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
NVIDIA CORPORATION
SOLEShares4.70M
TypeSH
Market value$819.68M
27.88%
Sole
4.70M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.32M
TypeSH
Market value$490.48M
16.68%
Sole
1.32M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.17M
TypeSH
Market value$452.99M
15.41%
Sole
2.17M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.15M
TypeSH
Market value$388.64M
13.22%
Sole
1.15M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares3.85M
TypeSH
Market value$262.76M
8.94%
Sole
3.85M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares60K
TypeSH
Market value$252.62M
8.59%
Sole
60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares500K
TypeSH
Market value$143.78M
4.89%
Sole
500K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares225K
TypeSH
Market value$128.73M
4.38%
Sole
225K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 4.70M | SH | $819.68M 27.88% | 4.70M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.32M | SH | $490.48M 16.68% | 1.32M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.17M | SH | $452.99M 15.41% | 2.17M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.15M | SH | $388.64M 13.22% | 1.15M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 3.85M | SH | $262.76M 8.94% | 3.85M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 60K | SH | $252.62M 8.59% | 60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 500K | SH | $143.78M 4.89% | 500K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 225K | SH | $128.73M 4.38% | 225K | 0.00 | 0.00 |