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CIK: 0001849753
Total reported value
$3.6B
$3.6B
14 檔
43.7%
At the close of Q4 2024, Voyager Global Management LP disclosed equity holdings valued at approximately $3.6B, spread across 14 reported holdings.
In Q4 2024, Voyager Global Management LP displayed an active expansion posture, initiating 3 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 20.22% | +6.18% | +0.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.94% | +0.78% | +44.44% | |
| 3 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 10.94% | — | +59.56% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 10.84% | -0.40% | -6.78% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.51% | -1.47% | -12.73% | |
| 6 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 8.21% | — | -16.67% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 6.26% | — | +300.00% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.95% | -1.23% | -33.33% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 5.17% | — | -63.88% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 3.92% | — | +8.91% | |
| 11 | SBAC | Sba Communications CORP | Stock-Real Estate | 3.83% | — | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | +1.74% | — | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | — | -79.17% | |
| 14 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.97% | -5.79% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +4.2% | +300.00% | Add |
| 2 | SBAC | Sba Communications CORP | +3.8% | NEW | New buy |
| 3 | CMCSA | Comcast Corp-class A | +2.7% | +59.56% | Add |
| 4 | MSFT | Microsoft CORP | +2.6% | +44.44% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +1.2% | +0.94% | Add |
| 6 | META | Meta Platforms Inc-class A | +1.2% | NEW | New buy |
| 7 | TEAM | Atlassian Corp-cl A | +1% | NEW | New buy |
| 8 | NFLX | Netflix Inc | +0.8% | +8.91% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -6.78% | Trim |
| 10 | AMZN | Amazon.com Inc | -0.6% | -12.73% | Trim |
| 11 | CHTR | Charter Communications Inc-a | -1.9% | -16.67% | Trim |
| 12 | BKNG | Booking Holdings Inc | -2.3% | -33.33% | Trim |
| 13 | MA | Mastercard Inc - A | -4.1% | -79.17% | Trim |
| 14 | V | Visa Inc-class A Shares | -8.3% | -63.88% | Trim |
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 Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, MSFT, CMCSA) accounted for 43.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SBAC
市值: $95.8M
Top Position Liquidated / Trimmed
V
前期市值: $312.1M
During Q4 2024, Voyager Global Management LP's top holdings by market value included GOOGL (20.2%)、MSFT (10.9%)、CMCSA (10.9%). The largest single position, GOOGL, represented 20.2% of total portfolio value.
In Q4 2024, Voyager Global Management LP made 14 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 6 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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