Voyager Global Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 11 US equity positions worth $2.8bn in its Q2 2025 13F filing. The largest position was GOOGL at 19.1% of the reported book, followed by NVDA and AMZN. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 5 among the top 11 holdings.
What did Voyager Global Management LP own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 19.1% | $533.1m | 3,025,000 | 4% | added |
| 2 | NVDA NVIDIA CORPORATION | Technology | 12.2% | $339.7m | 2,150,000 | – | new |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 12.0% | $334.6m | 1,525,000 | -8% | reduced |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 11.8% | $328.4m | 1,450,000 | -28% | reduced |
| 5 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 8.3% | $231.6m | 40,000 | -27% | reduced |
| 6 | V VISA INC | Financial Services | 8.1% | $225.5m | 635,000 | 112% | added |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 8.1% | $224.8m | 400,000 | – | new |
| 8 | MSFT MICROSOFT CORP | Technology | 8.0% | $223.8m | 450,000 | -51% | reduced |
| 9 | CMCSA COMCAST CORP NEW | Communication Services | 7.0% | $196.3m | 5,500,000 | 13% | added |
| 10 | TEAM ATLASSIAN CORPORATION | Technology | 4.0% | $111.7m | 550,000 | – | new |
| 11 | META META PLATFORMS INC | Communication Services | 1.3% | $36.9m | 50,000 | -68% | 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.