Voyager Global Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Voyager Global Management LP disclosed 8 US equity positions worth $3.6bn in its Q2 2026 13F filing. The largest position was NVDA at 28.1% of the reported book, followed by MSFT and AMZN. Against the Q1 2026 filing, it opened 0 new positions, added to 5 and reduced 3 among the top 8 holdings.
What did Voyager Global Management LP own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 28.1% | $1.0bn | 5,100,000 | 9% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 17.5% | $634.1m | 1,700,000 | 28% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 13.9% | $506.5m | 2,125,000 | -2% | reduced |
| 4 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 12.8% | $465.6m | 975,000 | -15% | reduced |
| 5 | GOOGL ALPHABET INC | Communication Services | 11.1% | $402.0m | 1,125,000 | 125% | added |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 7.4% | $267.4m | 1,500,000 | 2400% | added |
| 7 | META META PLATFORMS INC | Communication Services | 6.1% | $222.5m | 395,000 | 76% | added |
| 8 | TEAM ATLASSIAN CORPORATION | Technology | 3.1% | $114.4m | 1,470,000 | -62% | 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.