Voyager Global Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Voyager Global Management LP disclosed 8 US equity positions worth $2.9bn in its Q1 2026 13F filing. The largest position was NVDA at 27.9% of the reported book, followed by MSFT and AMZN.
What did Voyager Global Management LP own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 27.9% | $819.7m | 4,700,000 | – | |
| 2 | MSFT MICROSOFT CORP | Technology | 16.7% | $490.5m | 1,325,000 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 15.4% | $453.0m | 2,175,000 | – | |
| 4 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 13.2% | $388.6m | 1,150,000 | – | |
| 5 | TEAM ATLASSIAN CORPORATION | Technology | 8.9% | $262.8m | 3,850,000 | – | |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 8.6% | $252.6m | 60,000 | – | |
| 7 | GOOGL ALPHABET INC | Communication Services | 4.9% | $143.8m | 500,000 | – | |
| 8 | META META PLATFORMS INC | Communication Services | 4.4% | $128.7m | 225,000 | – |
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.