Voyager Global Management LP
Top Portfolio Positions
8 positions ·
$2,939,675,938 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
4,700,000 | $819,680,000 | 27.88% | |
| MSFT |
Microsoft Corp
Technology
|
1,325,000 | $490,475,250 | 16.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,175,000 | $452,987,250 | 15.41% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,150,000 | $388,642,500 | 13.22% | |
| TEAM |
Atlassian Corp
Technology
|
3,850,000 | $262,762,500 | 8.94% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
60,000 | $252,619,188 | 8.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
500,000 | $143,780,000 | 4.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
225,000 | $128,729,250 | 4.38% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BKNG
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,619,188 | 60,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,096,456 | 65,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $307,758,390 | 57,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $231,569,608 | 40,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $253,380,061 | 55,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $149,052,597 | 30,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $189,545,404 | 45,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $178,267,500 | 45,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $181,393,995 | 50,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $219,927,640 | 62,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $169,617,250 | 55,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $151,218,485 | 56,000 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||