Voyager Global Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 11 US equity positions worth $2.2bn in its Q1 2025 13F filing. The largest position was GOOGL at 20.0% of the reported book, followed by MSFT and TSM. Against the Q4 2024 filing, it opened 0 new positions, added to 6 and reduced 5 among the top 11 holdings.
What did Voyager Global Management LP own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 20.0% | $448.5m | 2,900,000 | 8% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 15.2% | $341.6m | 910,000 | 40% | added |
| 3 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 15.0% | $336.1m | 2,025,000 | 47% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 14.1% | $315.8m | 1,660,000 | 38% | added |
| 5 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 11.3% | $253.4m | 55,000 | 83% | added |
| 6 | CMCSA COMCAST CORP NEW | Communication Services | 8.0% | $179.0m | 4,850,000 | -34% | reduced |
| 7 | V VISA INC | Financial Services | 4.7% | $105.1m | 300,000 | -27% | reduced |
| 8 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 4.1% | $92.1m | 250,000 | -58% | reduced |
| 9 | META META PLATFORMS INC | Communication Services | 4.0% | $89.3m | 155,000 | 210% | added |
| 10 | NFLX NETFLIX INC | Communication Services | 2.1% | $46.6m | 50,000 | -55% | reduced |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 1.6% | $36.4m | 500,000 | -81% | reduced |
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.