StockDriftsStockDriftsTop 8 Voyager Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 28.09% | 5.10M | $1.02B | +8.51%(+400.00K) | $163.00(+38.69%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 17.46% | 1.70M | $634.1M | +28.30%(+375.00K) | $431.81(+12.56%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 13.94% | 2.13M | $506.5M | -2.30%(-50.00K) | $179.21(+46.49%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.82% | 975.0K | $465.6M | -15.22%(-175.00K) | $142.30(+199.99%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 11.07% | 1.13M | $402.0M | +125.00%(+625.00K) | $240.35(+43.42%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 7.36% | 1.50M | $267.4M | +0.00%(+0) | $175.22(+21.03%) | 2026-06-30 | |
| META | META PLATFORMS INC | 6.12% | 395.0K | $222.5M | +75.56%(+170.00K) | $626.60(-7.39%) | 2026-06-30 | |
| TEAM | ATLASSIAN CORPORATION | 3.15% | 1.47M | $114.4M | -61.82%(-2.38M) | $141.82(+14.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.34% | +111.40% | — | — | +119.83% |
| Top 20 Holdings Unweighted | +23.04% | +86.27% | — | — | +85.84% |
Voyager Global Management LP reports $3.63B in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (28.1%), MSFT (17.5%) and AMZN (13.9%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +111.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Voyager Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849753). View Voyager Global Management LP’s 13F filings on SEC