Holders — by stockHoldings — by fund
Voyager Global Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001849753
$3.63B
disclosed book value
8
positions
28.1%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 5.1M | $1.02B | 28.1% |
| 2 | MSFTMICROSOFT CORP | 1.7M | $634.1M | 17.5% |
| 3 | AMZNAMAZON COM INC | 2.1M | $506.5M | 13.9% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 975,000 | $465.6M | 12.8% |
| 5 | GOOGLALPHABET INC | 1.1M | $402.0M | 11.1% |
| 6 | BKNGBOOKING HOLDINGS INC | 1.5M | $267.4M | 7.4% |
| 7 | METAMETA PLATFORMS INC | 395,000 | $222.5M | 6.1% |
| 8 | TEAMATLASSIAN CORPORATION | 1.5M | $114.4M | 3.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.