Voyager Global Management
Latest statistics and disclosures from Voyager Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, CHTR, AMZN, BKNG, TSM, and represent 60.57% of Voyager Global Management's stock portfolio.
- Added to shares of these 4 stocks: CHTR (+$192M), MA (+$111M), GOOGL (+$38M), CMCSA (+$13M).
- Started 1 new stock position in MA.
- Reduced shares in these 10 stocks: NFLX (-$182M), V (-$161M), AMZN (-$153M), META (-$119M), TSM (-$99M), SBAC (-$76M), TMUS (-$69M), UBER (-$38M), BKNG (-$18M), MSFT (-$17M).
- Sold out of its position in UBER.
- Voyager Global Management was a net seller of stock by $-578M.
- Voyager Global Management has $2.1B in assets under management (AUM), dropping by -2.90%.
- Central Index Key (CIK): 0001849753
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Portfolio Holdings for Voyager Global Management
Voyager Global Management holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 18.6 | $385M | +10% | 2.6M | 150.93 |
|
| Charter Communications Inc N Cl A (CHTR) | 14.2 | $294M | +188% | 1.0M | 290.63 |
|
| Amazon (AMZN) | 11.8 | $244M | -38% | 1.4M | 180.38 |
|
| Booking Holdings (BKNG) | 8.8 | $181M | -9% | 50k | 3627.88 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.2 | $150M | -39% | 1.1M | 136.05 |
|
| Comcast Corp Cl A (CMCSA) | 6.9 | $143M | +10% | 3.3M | 43.35 |
|
| Visa Com Cl A (V) | 6.7 | $140M | -53% | 500k | 279.08 |
|
| Metropcs Communications (TMUS) | 6.3 | $131M | -34% | 800k | 163.22 |
|
| Mastercard Incorporated Cl A (MA) | 5.4 | $111M | NEW | 230k | 481.57 |
|
| Microsoft Corporation (MSFT) | 5.3 | $109M | -13% | 260k | 420.72 |
|
| Netflix (NFLX) | 3.7 | $76M | -70% | 125k | 607.33 |
|
| Meta Platforms Cl A (META) | 3.1 | $63M | -65% | 130k | 485.58 |
|
| Sba Communications Corp Cl A (SBAC) | 2.1 | $43M | -63% | 200k | 216.70 |
|
Past Filings by Voyager Global Management
SEC 13F filings are viewable for Voyager Global Management going back to 2021
- Voyager Global Management 2024 Q1 filed May 15, 2024
- Voyager Global Management 2023 Q3 filed Nov. 14, 2023
- Voyager Global Management 2023 Q2 filed Aug. 14, 2023
- Voyager Global Management 2023 Q1 filed May 15, 2023
- Voyager Global Management 2022 Q4 filed Feb. 14, 2023
- Voyager Global Management 2022 Q3 filed Nov. 14, 2022
- Voyager Global Management 2022 Q2 filed Aug. 15, 2022
- Voyager Global Management 2022 Q1 filed May 16, 2022
- Voyager Global Management 2021 Q4 filed Feb. 11, 2022