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| Name: |
Voyager Global Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10001 |
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data |
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| Holdings
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13 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOOGL |
Alphabet Inc |
1 |
- |
$176.38 |
$384,872,000 |
2,550,000 |
18.6% |
5,614,000 |
-165,000 |
0.043 |
Search Engines & Info... |
|
|
CHTR |
Charter Communications Inc |
2 |
- |
$271.09 |
$293,536,000 |
1,010,000 |
14.19% |
108,913,000 |
535,000 |
0.505 |
CATV Systems |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$183.13 |
$243,513,000 |
1,350,000 |
11.77% |
-4,149,000 |
-280,000 |
0.013 |
Internet Software & S... |
|
|
BKNG |
Booking Holdings Inc |
4 |
- |
$3,825.10 |
$181,394,000 |
50,000 |
8.77% |
-38,534,000 |
-12,000 |
0.102 |
Internet Software & S... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
5 |
- |
$156.15 |
$149,655,000 |
1,100,000 |
7.23% |
-71,345,000 |
-1,025,000 |
0.021 |
Semiconductor - Integ... |
|
|
CMCSA |
Comcast Corp |
6 |
- |
$38.89 |
$143,055,000 |
3,300,000 |
6.92% |
16,986,000 |
425,000 |
0.072 |
CATV Systems |
|
|
V |
Visa Inc |
7 |
- |
$275.58 |
$139,540,000 |
500,000 |
6.75% |
-98,680,000 |
-415,000 |
0.03 |
Business Services |
|
|
TMUS |
T-Mobile Us Inc |
8 |
- |
$165.50 |
$130,576,000 |
800,000 |
6.31% |
-1,696,000 |
-25,000 |
0.065 |
Wireless Communications |
|
|
MA |
MasterCard Inc A |
9 |
New |
$456.52 |
$110,761,000 |
230,000 |
5.35% |
110,761,000 |
230,000 |
0.023 |
Business Services |
|
|
MSFT |
Microsoft Corp |
10 |
- |
$430.52 |
$109,387,000 |
260,000 |
5.29% |
45,460,000 |
90,000 |
0.003 |
Application Software |
|
|
NFLX |
Netflix Inc |
11 |
- |
$640.47 |
$75,916,000 |
125,000 |
3.67% |
-21,460,000 |
-75,000 |
0.028 |
Music & Video Stores |
|
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FB |
Meta Platforms Inc |
12 |
- |
$467.78 |
$63,125,000 |
130,000 |
3.05% |
-119,164,000 |
-385,000 |
0.005 |
Internet Service Prov... |
|
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SBAC |
SBA Communications Corp |
13 |
- |
$193.77 |
$43,340,000 |
200,000 |
2.1% |
43,340,000 |
200,000 |
0.18 |
Wireless Communications |
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