Voyager Global Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 11 US equity positions worth $2.3bn in its Q3 2024 13F filing. The largest position was GOOGL at 19.0% of the reported book, followed by V and AMZN.
What did Voyager Global Management LP own in Q3 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 19.0% | $439.5m | 2,650,000 | – | |
| 2 | V VISA INC | Financial Services | 13.5% | $312.1m | 1,135,000 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 11.1% | $256.2m | 1,375,000 | – | |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 11.1% | $256.2m | 1,475,000 | – | |
| 5 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 10.1% | $233.3m | 720,000 | – | |
| 6 | MSFT MICROSOFT CORP | Technology | 8.4% | $193.6m | 450,000 | – | |
| 7 | CMCSA COMCAST CORP NEW | Communication Services | 8.3% | $191.1m | 4,575,000 | – | |
| 8 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 8.2% | $189.5m | 45,000 | – | |
| 9 | MA MASTERCARD INCORPORATED | Financial Services | 5.1% | $118.5m | 240,000 | – | |
| 10 | NFLX NETFLIX INC | Communication Services | 3.1% | $71.6m | 101,000 | – | |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 2.1% | $48.9m | 650,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.