SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Voyager Global Management LP

CIK 0001849753 · 363 LAFAYETTE STREET, 10TH FLOOR, NEW YORK, NY, 10012 · (212) 680-4560

Reported Value
$2.5B
Q4 2024
Positions
14
Filings on Record
18
2019–present window
Filed
Feb 14, 2025
original filing

Summary

Voyager Global Management LP reported $2.5B in U.S.-listed holdings across 14 positions for Q4 2024.

The portfolio is heavily concentrated: GOOGL alone accounts for 20.2% of reported value.

Compared with Q3 2024, the fund opened 3 new positions and exited 0.

Portfolio Metrics

Turnover
+14.2%
vs prior filed quarter
Top-10 Concentration
+93.0%
share of reported value
Largest Position
+20.2%
Alphabet

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $1.4BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.6BQ3 ’22: $1.7BQ3 ’22Q4 ’22: $1.6BQ1 ’23: $1.8BQ2 ’23: $2.1BQ2 ’23Q3 ’23: $2.1BQ4 ’23: $2.1BQ1 ’24: $2.1BQ1 ’24Q2 ’24: $2.2BQ3 ’24: $2.3BQ4 ’24: $2.5BQ4 ’24Q1 ’25: $2.2BQ2 ’25: $2.8BQ3 ’25: $3.4BQ3 ’25Q4 ’25: $3.4BQ1 ’26: $2.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 85.3%ADR: 10.8%REIT: 3.8%
  • Common Stock · 85.3% · $2.1B
  • ADR · 10.8% · $272M
  • REIT · 3.8% · $96M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SBACSBA COMMUNICATIONS CORP NEWNEW+470.0K470.0K+$96M$96M
METAMETA PLATFORMS INCNEW+50.0K50.0K+$29M$29M
TEAM1EURATLASSIAN CORPORATIONNEW+100.0K100.0K+$24M$24M
UBERUBER TECHNOLOGIES INCADDED+1.95M2.60M+$108M$157M
MAMASTERCARD INCORPORATEDTRIMMED−190.0K50.0K−$92M$26M
VVISA INCTRIMMED−725.0K410.0K−$182M$130M
CMCSACOMCAST CORP NEWADDED+2.73M7.30M+$83M$274M
MSFTMICROSOFT CORPADDED+200.0K650.0K+$80M$274M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

14 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1GOOGLALPHABET INChistory →CAP STK CL A20.22%$506M2.67M
2MSFTMICROSOFT CORPhistory →COM10.94%$274M650.0K
3CMCSACOMCAST CORP NEWhistory →CL A10.94%$274M7.30M
4TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS10.84%$272M1.38M
5AMZNAMAZON COM INChistory →COM10.51%$263M1.20M
6CHTRCHARTER COMMUNICATIONS INC Nhistory →CL A8.21%$206M600.0K
7UBERUBER TECHNOLOGIES INChistory →COM6.26%$157M2.60M
8BKNGBOOKING HOLDINGS INChistory →COM5.95%$149M30.0K
9VVISA INChistory →COM CL A5.17%$130M410.0K
10NFLXNETFLIX INChistory →COM3.92%$98M110.0K
11SBACSBA COMMUNICATIONS CORP NEWhistory →CL A3.83%$96M470.0K
12METAMETA PLATFORMS INChistory →CL A1.17%$29M50.0K
13MAMASTERCARD INCORPORATEDhistory →CL A1.05%$26M50.0K
14TEAM1EURATLASSIAN CORPORATIONhistory →CL A0.97%$24M100.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.9B8May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.4B9Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.4B12Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.8B11Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.2B11May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.5B14Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.3B11Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.2B14Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.1B13May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.1B11Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.1B13Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.1B14Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.8B11May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.6B11Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B11Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.6B11Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.7B11May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B13Feb 11, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.