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CIK: 0001849753
Total reported value
$3.6B
$3.6B
14 檔
34.1%
The Q2 2024 SEC filing reveals that Voyager Global Management LP held a total portfolio value of $3.6B, covering 14 public equity positions.
During Q2 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 | 13.81% | +6.18% | -33.33% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 11.12% | — | +90.00% | |
| 3 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 10.48% | — | +81.82% | |
| 4 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 10.00% | — | -25.74% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.91% | -1.47% | -14.81% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 8.92% | -0.40% | +4.55% | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 7.95% | -1.23% | -10.00% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 7.87% | — | +73.91% | |
| 9 | SBAC | Sba Communications CORP | Stock-Real Estate | 5.04% | — | +187.50% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 4.98% | +0.78% | -3.85% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.79% | — | -23.75% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 3.01% | — | -20.00% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | +1.74% | -61.54% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 0.97% | — | — |
According to official SEC Form 13F filings, Voyager Global Management LP reported a total U.S. public equity portfolio value of $3.6B across 14 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOOGL, V, CMCSA) accounted for 34.1% of total reported equity market value during Q2 2024.
During Q2 2024, Voyager Global Management LP's top holdings by market value included GOOGL (13.8%)、V (11.1%)、CMCSA (10.5%). The largest single position, GOOGL, represented 13.8% of total portfolio value.
In Q2 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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