SEC 13F Intelligence

Voyager Global Management LP / CMCSA

Voyager Global Management LP’s Comcast Corp New Position

Does Voyager Global Management LP own Comcast Corp New (CMCSA)? Not currently — the last reported position was 6.00M shares worth $189M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$189M
Q3 2025
Shares
6.00M
% of Portfolio
+5.52%
Quarters Held
16
position exited

Position History CMCSA

Reported value by quarter
Q4 ’21: $170MQ4 ’21Q1 ’22: $205MQ2 ’22: $98MQ2 ’22Q3 ’22: $66MQ4 ’22: $79MQ4 ’22Q1 ’23: $85MQ2 ’23: $96MQ2 ’23Q3 ’23: $133MQ4 ’23: $126MQ4 ’23Q1 ’24: $143MQ2 ’24: $235MQ2 ’24Q3 ’24: $191MQ4 ’24: $274MQ4 ’24Q1 ’25: $179MQ2 ’25: $196MQ2 ’25Q3 ’25: $189Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20256.00M$189M+5.52%
Q2 20255.50M$196M+7.05%
Q1 20254.85M$179M+7.98%
Q4 20247.30M$274M+10.94%
Q3 20244.58M$191M+8.27%
Q2 20246.00M$235M+10.48%
Q1 20243.30M$143M+6.92%
Q4 20232.88M$126M+6.02%
Q3 20233.00M$133M+6.24%
Q2 20232.30M$96M+4.64%
Q1 20232.25M$85M+4.69%
Q4 20222.25M$79M+4.87%
Q3 20222.25M$66M+3.82%
Q2 20222.50M$98M+6.28%
Q1 20224.38M$205M+11.73%
Q4 20213.38M$170M+12.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Voyager Global Management LP’s full portfolio or all institutional holders of CMCSA.