Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Voyager Global Management LP

•CIK: 1849753•Filing: Q4 2025

Voyager Global Management LP, with $3.4 billion in assets under management, is led by a team known for its contrarian and opportunistic investment style, focusing on tech and growth sectors. Recently, the fund has notably increased its positions in CHTR by 1,023% and NVDA by 79%, while reducing stakes in V by 53% and GOOGL by 32%, reflecting a strategic pivot towards media and semiconductor exposure.

Total AUM

$3.4B

QoQ Performance

+0.1%

Positions

9

Top 10 Concentration

100.0%

Latest Filing

Q4 2025

Top Holdings Allocation

NVDA

MSFT

AMZN

CHTR

TSM

BKNG

GOOGL

TEAM1EUR

NVDA21.0%

MSFT14.5%

AMZN12.2%

CHTR11.3%

TSM10.9%

BKNG10.2%

GOOGL8.5%

TEAM1EUR6.4%

📈 Biggest Buys

CHARTER COMMUNICATIONS INC N

+1380.0%

11.3% of portfolio

NVIDIA CORPORATION

+79.1%

21.0% of portfolio

MICROSOFT CORP

+28.1%

14.5% of portfolio

BOOKING HOLDINGS INC

+14.0%

10.2% of portfolio

TAIWAN SEMICONDUCTOR MFG LTD

+4.3%

10.9% of portfolio

📉 Biggest Sells

ALPHABET INC

-47.1%

8.5% of portfolio

VISA INC

-54.5%

5.1% of portfolio

ATLASSIAN CORPORATION

-12.9%

6.4% of portfolio

AMAZON COM INC

-4.0%

12.2% of portfolio

Sector Breakdown

Technology44.0%

Consumer22.3%

Other17.3%

Communication11.3%

Financial5.1%

🚪 Exited Positionssold since Q3 2025

COMCAST CORP NEW

SOLD

$188.5M

META PLATFORMS INC

SOLD

$183.6M

MASTERCARD INCORPORATED

SOLD

$96.7M

Changes from Q3 2025

↑5 increased

↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

CHARTER COMMUNICATIONS INC N

TAIWAN SEMICONDUCTOR MFG LTD

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