Voyager Global Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 14 US equity positions worth $2.5bn in its Q4 2024 13F filing. The largest position was GOOGL at 20.2% of the reported book, followed by MSFT and CMCSA. Against the Q3 2024 filing, it opened 3 new positions, added to 5 and reduced 6 among the top 14 holdings.
What did Voyager Global Management LP own in Q4 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 20.2% | $506.4m | 2,675,000 | 1% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 10.9% | $274.0m | 650,000 | 44% | added |
| 3 | CMCSA COMCAST CORP NEW | Communication Services | 10.9% | $274.0m | 7,300,000 | 60% | added |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 10.8% | $271.5m | 1,375,000 | -7% | reduced |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 10.5% | $263.3m | 1,200,000 | -13% | reduced |
| 6 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 8.2% | $205.7m | 600,000 | -17% | reduced |
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 6.3% | $156.8m | 2,600,000 | 300% | added |
| 8 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 6.0% | $149.1m | 30,000 | -33% | reduced |
| 9 | V VISA INC | Financial Services | 5.2% | $129.6m | 410,000 | -64% | reduced |
| 10 | NFLX NETFLIX INC | Communication Services | 3.9% | $98.0m | 110,000 | 9% | added |
| 11 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 3.8% | $95.8m | 470,000 | – | new |
| 12 | META META PLATFORMS INC | Communication Services | 1.2% | $29.3m | 50,000 | – | new |
| 13 | MA MASTERCARD INCORPORATED | Financial Services | 1.1% | $26.3m | 50,000 | -79% | reduced |
| 14 | TEAM ATLASSIAN CORPORATION | Technology | 1.0% | $24.3m | 100,000 | – | new |
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.