StockDriftsStockDriftsTop 8 Voyager Global Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 27.88% | 4.70M | $819.7M | +22.08%(+850.00K) | $161.33(+39.67%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 16.68% | 1.32M | $490.5M | +29.27%(+300.00K) | $450.44(-6.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 15.41% | 2.17M | $453.0M | +20.83%(+375.00K) | $179.21(+47.39%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 13.22% | 1.15M | $388.6M | -6.12%(-75.00K) | $142.30(+184.16%) | 2026-03-31 | |
| TEAM | ATLASSIAN CORPORATION | 8.94% | 3.85M | $262.8M | +185.19%(+2.50M) | $141.82(-38.33%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 8.59% | 60.0K | $252.6M | -7.69%(-5.00K) | $175.22(-12.03%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.89% | 500.0K | $143.8M | -45.95%(-425.00K) | $146.49(+170.86%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.38% | 225.0K | $128.7M | new | $684.60(-10.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.47% | +117.02% |
| Top 20 Holdings Unweighted | +24.42% | +92.61% |
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