Voyager Global Management LP
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$3.1B
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (46.1k shares)
27.9%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (8.7k shares)
16.7%
03
$AMZN
AMAZON COM INC
Q1 2026: New position (16.8k shares)
15.4%
04
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: New position (1.9k shares)
13.2%
05
$TEAM
ATLASSIAN CORPORATION
Held since at least Q1 2024
8.9%
06
$BKNG
BOOKING HOLDINGS INC
Held since at least Q1 2024
8.6%
07
$GOOGL
ALPHABET INC
Q1 2026: New position (3.7k shares)
4.9%
08
$META
META PLATFORMS INC
Q1 2026: New position (3.0k shares)
4.4%
09
$V
VISA INC
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:32 UTC.