Voyager Global Management LP

No.1205 Data as of 2026Q2

Latest AUM (Q2 2026)

$3.63B

QoQ Change Q1 2026

+$693.3M+23.6%

Holdings

8

New Buys

0

Adds

5

Reduces

3

Exits

0

Unchanged

0

Holdings Value Trend

Holdings by Sector

"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.

Stock	Ownership Trend	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
NVIDIA CORPORATIONNVDA		28.09%	27.88%	$1.02B	5.1M	$819.7M	4.7M	+400,000+8.51%	Add
MICROSOFT CORPMSFT		17.46%	16.68%	$634.1M	1.7M	$490.5M	1.3M	+375,000+28.30%	Add
AMAZON COM INCAMZN		13.94%	15.41%	$506.5M	2.1M	$453.0M	2.2M	-50,000-2.30%	Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM		12.82%	13.22%	$465.6M	975,000	$388.6M	1.2M	-175,000-15.22%	Reduce
ALPHABET INCGOOGL		11.07%	4.89%	$402.0M	1.1M	$143.8M	500,000	+625,000+125.00%	Add
BOOKING HOLDINGS INC COMBKNG		7.36%	8.59%	$267.4M	1.5M	$252.6M	60,000	+1.4M+2,400.00%	Add
META PLATFORMS INCMETA		6.12%	4.38%	$222.5M	395,000	$128.7M	225,000	+170,000+75.56%	Add
AATLASSIAN CORPORATION CL ATEAM		3.15%	8.94%	$114.4M	1.5M	$262.8M	3.9M	-2.4M-61.82%	Reduce

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow