2026 Q1 Portfolio Activity
In 2026 Q1, Voyager Global Management LP maintained a portfolio of 10 distinct positions. The most significant new addition was META PLATFORMS INC, now representing 4.38% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 22.1%. Conversely, Voyager Global Management LP completely exited their position in CHARTER COMMUNICATIONS INC N.
Position History
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Total Positions
10
Quarter
2026 Q1
Top Holding
NVDA (27.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Voyager Global Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 27.88% | 21.00% |
#1
Prev: #1
|
8.5 |
—
|
850,000 | 22.1% |
P
S
|
4,700,000 | $819,680,000 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 16.68% | 14.50% |
#2
Prev: #2
|
8.0 |
—
|
300,000 | 29.3% |
P
S
|
1,325,000 | $490,475,250 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 15.41% | 12.15% |
#3
Prev: #3
|
7.5 |
—
|
375,000 | 20.8% |
P
S
|
2,175,000 | $452,987,250 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 13.22% | 10.89% |
#4
1
Prev: #5
|
5.0 |
—
|
-75,000 | -6.1% |
P
S
|
1,150,000 | $388,642,500 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TEAM
ATLASSIAN CORPO...
|
Technology | 8.94% | 6.40% |
#5
3
Prev: #8
|
7.1 |
—
|
2,500,000 | 185.2% |
P
S
|
3,850,000 | $262,762,500 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 8.59% | 10.18% |
#6
Prev: #6
|
3.9 |
—
|
-5,000 | -7.7% |
P
S
|
60,000 | $252,619,200 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.89% | 8.47% |
#7
Prev: #7
|
2.0 |
—
|
-425,000 | -45.9% |
P
S
|
500,000 | $143,780,000 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.38% | — |
#8
Prev: #—
|
5.3 |
—
|
225,000 | — |
NEW
|
225,000 | $128,729,250 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 0.00% | 5.13% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-500,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHTR
CHARTER COMMUNI...
|
Communication Services | 0.00% | 11.29% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-1,850,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-10 of 10 holdings