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View AllLatest Voyager Global Management LP Stock Portfolio
$2.09Billion
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Voyager Global Management LP and it’s 13F Hedge Fund Stock Holdings
Voyager Global Management LP is a hedge fund based in New York, NY. On 05-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.3 Billions. In it's latest 13F Holdings report, Voyager Global Management LP reported an equity portfolio of $2.1 Billions as of 30 Sep, 2023.
The top stock holdings of Voyager Global Management LP are GOOG, AMZN, V. The fund has invested 14.1% of it's portfolio in ALPHABET INC and 13.1% of portfolio in AMAZON COM INC .
The fund managers got completely rid off UNION PAC CORP (UNP) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), CHARTER COMMUNICATIONS INC N (CHTR) and T-MOBILE US INC (TMUS). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD, SBA COMMUNICATIONS CORP NEW (SBAC) and NETFLIX INC (NFLX).
The top stock holdings of Voyager Global Management LP are GOOG, AMZN, V. The fund has invested 14.1% of it's portfolio in ALPHABET INC and 13.1% of portfolio in AMAZON COM INC .
The fund managers got completely rid off UNION PAC CORP (UNP) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), CHARTER COMMUNICATIONS INC N (CHTR) and T-MOBILE US INC (TMUS). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD, SBA COMMUNICATIONS CORP NEW (SBAC) and NETFLIX INC (NFLX).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| META PLATFORMS INC | 37.33 |
| CHARTER COMMUNICATIONS INC N | 35.71 |
| ALPHABET INC | 18.04 |
| TAIWAN SEMICONDUCTOR MFG LTD | 16.44 |
| BOOKING HOLDINGS INC | 12.73 |
Additions to existing portfolio by Voyager Global Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| NETFLIX INC | -52.94 |
| MICROSOFT CORP | -43.33 |
| T-MOBILE US INC | -32.65 |
| AMAZON COM INC | -25.91 |
| VISA INC | -14.88 |
| COMCAST CORP NEW | -4.17 |
Voyager Global Management LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| UBER TECHNOLOGIES INC | -37,941,800 |
| SBA COMMUNICATIONS CORP NEW | -110,094,000 |
Voyager Global Management LP got rid off the above stocks
Current Stock Holdings of Voyager Global Management LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.84 | 1,630,000 | 247,662,000 | REDUCED | -25.91 | |
| BKNG | BOOKING HOLDINGS INC | 10.51 | 62,000 | 219,928,000 | ADDED | 12.73 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 8.82 | 475,000 | 184,623,000 | ADDED | 35.71 | |
| CMCSA | COMCAST CORP NEW | 6.02 | 2,875,000 | 126,069,000 | REDUCED | -4.17 | |
| GOOG | ALPHABET INC | 18.12 | 2,715,000 | 379,258,000 | ADDED | 18.04 | |
| META | META PLATFORMS INC | 8.71 | 515,000 | 182,289,000 | ADDED | 37.33 | |
| MSFT | MICROSOFT CORP | 3.06 | 170,000 | 63,926,800 | REDUCED | -43.33 | |
| NFLX | NETFLIX INC | 4.65 | 200,000 | 97,376,000 | REDUCED | -52.94 | |
| SBAC | SBA COMMUNICATIONS CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TMUS | T-MOBILE US INC | 6.32 | 825,000 | 132,272,000 | REDUCED | -32.65 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10.56 | 2,125,000 | 221,000,000 | ADDED | 16.44 | |
| UBER | UBER TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| V | VISA INC | 11.38 | 915,000 | 238,220,000 | REDUCED | -14.88 |