Q2 2026 13F · SEC CIK 1849753
Voyager Global Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.6B
- Reported positions
- 8
- Top holdings a year, 3 yrs
- +29.4%
- Assets under management
- $4.3B
Voyager Global Management LP is a hedge fund that reported 8 positions worth $3.6B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 28.1%), Microsoft Corp (MSFT, 17.5%), Amazon Com Inc (AMZN, 13.9%). A portfolio copying its top holdings returned 29.4% a year over the last 3 years, against 20.4% for the S&P 500.
Voyager Global Management LP holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation | 28.1% | +8.5% | $1.0B |
| MSFTMicrosoft Corp | 17.5% | +28.3% | $634.1M |
| AMZNAmazon Com Inc | 13.9% | -2.3% | $506.5M |
| TSMTaiwan Semiconductor Manufac | 12.8% | -15.2% | $465.6M |
| GOOGLAlphabet Inc | 11.1% | +125.0% | $402.0M |
| BKNGBooking Holdings Inc | 7.4% | +2400.0% | $267.4M |
| METAMeta Platforms Inc | 6.1% | +75.6% | $222.5M |
| TEAMAtlassian Corporation | 3.1% | -61.8% | $114.4M |
What Voyager Global Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- BKNG Booking Holdings Inc+2400.0% shares
- GOOGL Alphabet Inc+125.0% shares
- META Meta Platforms Inc+75.6% shares
- MSFT Microsoft Corp+28.3% shares
- NVDA Nvidia Corporation+8.5% shares
Reduced
- TEAM Atlassian Corporation-61.8% shares
- TSM Taiwan Semiconductor Manufac-15.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +25.7% /yr
- S&P 500 +20.1%
- 3 years
- +29.4% /yr
- S&P 500 +20.4%
- 5 years
- +22.8% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $3.6B | 8 |
| Q1 2026 | $2.9B | 8 |
| Q4 2025 | $3.4B | 9 |
| Q3 2025 | $3.4B | 12 |
| Q2 2025 | $2.8B | 11 |
| Q1 2025 | $2.2B | 11 |
| Q4 2024 | $2.5B | 14 |
| Q3 2024 | $2.3B | 11 |
| Q2 2024 | $2.2B | 14 |
| Q1 2024 | $2.1B | 13 |
| Q4 2023 | $2.1B | 11 |
| Q3 2023 | $2.1B | 13 |
Questions about Voyager Global Management LP's portfolio
What stocks does Voyager Global Management LP own?
Voyager Global Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 8 positions worth $3.6B. The largest are Nvidia Corporation (NVDA) at 28.1%, Microsoft Corp (MSFT) at 17.5%, Amazon Com Inc (AMZN) at 13.9%, Taiwan Semiconductor Manufac (TSM) at 12.8% and Alphabet Inc (GOOGL) at 11.1%.
What did Voyager Global Management LP buy last quarter?
In Q2 2026, Voyager Global Management LP added Booking Holdings Inc (BKNG) (+2400.0% shares), Alphabet Inc (GOOGL) (+125.0% shares) and Meta Platforms Inc (META) (+75.6% shares), compared with its Q1 2026 filing.
What did Voyager Global Management LP sell last quarter?
In Q2 2026, Voyager Global Management LP Atlassian Corporation (TEAM) (-61.8% shares) and Taiwan Semiconductor Manufac (TSM) (-15.2% shares), compared with its Q1 2026 filing.
How has Voyager Global Management LP's portfolio performed?
A portfolio copying Voyager Global Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.7% against +20.1%. Over 5 years: +22.8% a year against +13.0%.
When is Voyager Global Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Voyager Global Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Voyager Global Management LP manage?
Voyager Global Management LP reported $4.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.6B.