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CIK: 0001849753
Total reported value
$3.6B
$3.6B
11 檔
41.2%
As reported in its official Q3 2024 Form 13F filing, Voyager Global Management LP's tracked investment portfolio stood at $3.6B with 11 total positions.
During Q3 2024, Voyager Global Management LP performed routine portfolio adjustments (0 new buys, 7 additions, 3 trims, and 3 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 19.02% | +6.18% | +55.88% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 13.51% | — | +19.47% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.09% | -1.47% | +19.57% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 11.09% | -0.40% | +28.26% | |
| 5 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 10.10% | — | -4.00% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 8.38% | +0.78% | +80.00% | |
| 7 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 8.27% | — | -23.75% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 8.20% | -1.23% | — | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 5.13% | — | -40.00% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 3.10% | — | +1.00% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 2.11% | — | +116.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +5.2% | +55.88% | Add |
| 2 | MSFT | Microsoft CORP | +3.4% | +80.00% | Add |
| 3 | V | Visa Inc-class A Shares | +2.4% | +19.47% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +2.2% | +28.26% | Add |
| 5 | AMZN | Amazon.com Inc | +1.2% | +19.57% | Add |
| 6 | UBER | Uber Technologies Inc | +1.1% | +116.67% | Add |
| 7 | BKNG | Booking Holdings Inc | +0.3% | — | Unchanged |
| 8 | CHTR | Charter Communications Inc-a | +0.1% | -4.00% | Trim |
| 9 | NFLX | Netflix Inc | +0.1% | +1.00% | Add |
| 10 | META | Meta Platforms Inc-class A | -1.1% | EXIT | Sold out |
| 11 | CMCSA | Comcast Corp-class A | -2.2% | -23.75% | Trim |
| 12 | MA | Mastercard Inc - A | -2.7% | -40.00% | Trim |
| 13 | TMUS | T-mobile US Inc | -4.8% | EXIT | Sold out |
| 14 | SBAC | Sba Communications CORP | -5% | EXIT | Sold out |
According to official SEC Form 13F filings, Voyager Global Management LP reported a total U.S. public equity portfolio value of $3.6B across 11 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOOGL, V, AMZN) accounted for 41.2% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
SBAC
前期市值: $112.9M
During Q3 2024, Voyager Global Management LP's top holdings by market value included GOOGL (19.0%)、V (13.5%)、AMZN (11.1%). The largest single position, GOOGL, represented 19.0% of total portfolio value.
In Q3 2024, Voyager Global Management LP made 13 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 3 holdings, and fully liquidating 3 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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