Voyager Global Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 12 US equity positions worth $3.4bn in its Q3 2025 13F filing. The largest position was GOOGL at 12.5% of the reported book, followed by MSFT and AMZN. Against the Q2 2025 filing, it opened 1 new position, added to 7 and reduced 3 among the top 12 holdings.
What did Voyager Global Management LP own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 12.5% | $425.4m | 1,750,000 | -42% | reduced |
| 2 | MSFT MICROSOFT CORP | Technology | 12.1% | $414.4m | 800,000 | 78% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 12.1% | $411.7m | 1,875,000 | 23% | added |
| 4 | NVDA NVIDIA CORPORATION | Technology | 11.7% | $401.1m | 2,150,000 | 0% | held |
| 5 | V VISA INC | Financial Services | 11.0% | $375.5m | 1,100,000 | 73% | added |
| 6 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.6% | $328.2m | 1,175,000 | -19% | reduced |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 9.0% | $307.8m | 57,000 | 43% | added |
| 8 | TEAM ATLASSIAN CORPORATION | Technology | 7.2% | $247.5m | 1,550,000 | 182% | added |
| 9 | CMCSA COMCAST CORP NEW | Communication Services | 5.5% | $188.5m | 6,000,000 | 9% | added |
| 10 | META META PLATFORMS INC | Communication Services | 5.4% | $183.6m | 250,000 | 400% | added |
| 11 | MA MASTERCARD INCORPORATED | Financial Services | 2.8% | $96.7m | 170,000 | -57% | reduced |
| 12 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 1.0% | $34.4m | 125,000 | – | 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.