Voyager Global Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 9 US equity positions worth $3.4bn in its Q4 2025 13F filing. The largest position was NVDA at 21.0% of the reported book, followed by MSFT and AMZN. Against the Q3 2025 filing, it opened 0 new positions, added to 5 and reduced 4 among the top 9 holdings.
What did Voyager Global Management LP own in Q4 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 21.0% | $718.0m | 3,850,000 | 79% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 14.5% | $495.7m | 1,025,000 | 28% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 12.2% | $415.5m | 1,800,000 | -4% | reduced |
| 4 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 11.3% | $386.2m | 1,850,000 | 1380% | added |
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 10.9% | $372.3m | 1,225,000 | 4% | added |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 10.2% | $348.1m | 65,000 | 14% | added |
| 7 | GOOGL ALPHABET INC | Communication Services | 8.5% | $289.5m | 925,000 | -47% | reduced |
| 8 | TEAM ATLASSIAN CORPORATION | Technology | 6.4% | $218.9m | 1,350,000 | -13% | reduced |
| 9 | V VISA INC | Financial Services | 5.1% | $175.4m | 500,000 | -55% | 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.