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CIK: 0001849753
Total reported value
$3.6B
$3.6B
13 檔
34.5%
According to the latest 13F quarterly dataset, Voyager Global Management LP managed an equity portfolio of $3.6B at the end of Q1 2024, spanning 13 distinct U.S. exchange-listed positions.
During Q1 2024, Voyager Global Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 18.60% | +6.18% | -6.08% | |
| 2 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 14.19% | — | +112.63% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.77% | -1.47% | -17.18% | |
| 4 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 8.77% | -1.23% | -19.35% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 7.23% | -0.40% | -48.24% | |
| 6 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.92% | — | +14.78% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 6.75% | — | -45.36% | |
| 8 | TMUS | T-mobile US Inc | Stock-Comm Services | 6.31% | — | -3.03% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 5.35% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | +0.78% | +52.94% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 3.67% | — | -37.50% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.05% | +1.74% | -74.76% | |
| 13 | SBAC | Sba Communications CORP | Stock-Real Estate | 2.10% | — | — |
According to official SEC Form 13F filings, Voyager Global Management LP reported a total U.S. public equity portfolio value of $3.6B across 13 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOOGL, CHTR, AMZN) accounted for 34.5% of total reported equity market value during Q1 2024.
During Q1 2024, Voyager Global Management LP's top holdings by market value included GOOGL (18.6%)、CHTR (14.2%)、AMZN (11.8%). The largest single position, GOOGL, represented 18.6% of total portfolio value.
In Q1 2024, Voyager Global Management LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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