Voyager Global Management LP
CIK 1849753
13F filing for Q2 2026・No. 1,137
- Holdings
- US$3.63B
- Quarter change
- +US$693.27M
- Entries
- 8
- Net bought (estimate)
- +US$258.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 3
- Added 4
- Corporate actions 0
- Unchanged 1
Largest holdings
8 stocks worth US$3.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 5,100,000 | US$1.02B | 28.09% |
| MSFTMicrosoftCOM | Added | 1,700,000 | US$634.13M | 17.46% |
| AMZNAmazonCOM | Cut | 2,125,000 | US$506.47M | 13.94% |
| TSMTSMC ADRSPONSORED ADS | Cut | 975,000 | US$465.63M | 12.82% |
| GOOGLAlphabetCAP STK CL A | Added | 1,125,000 | US$402.04M | 11.07% |
| BKNGBOOKING HOLDINGS INCCOM | UnchangedSplit 25:1 | 1,500,000 | US$267.36M | 7.36% |
| METAMetaCL A | Added | 395,000 | US$222.5M | 6.12% |
| TEAMATLASSIAN CORPORATIONCL A | Cut | 1,470,000 | US$114.35M | 3.15% |
Sign in (free) to see its 8 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.