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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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14 |
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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 |
- |
$175.84 |
$448,456,000 |
2,900,000 |
19.98% |
-57,922,000 |
225,000 |
0.049 |
Search Engines & Info... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$492.05 |
$341,605,000 |
910,000 |
15.22% |
67,630,000 |
260,000 |
0.012 |
Application Software |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
3 |
- |
$224.68 |
$336,150,000 |
2,025,000 |
14.98% |
64,601,000 |
650,000 |
0.039 |
Semiconductor - Integ... |
|
|
AMZN |
Amazon.com Inc |
4 |
- |
$220.46 |
$315,832,000 |
1,660,000 |
14.07% |
52,564,000 |
460,000 |
0.016 |
Internet Software & S... |
|
|
BKNG |
Booking Holdings Inc |
5 |
- |
$5,730.73 |
$253,380,000 |
55,000 |
11.29% |
104,327,000 |
25,000 |
0.112 |
Internet Software & S... |
|
|
CMCSA |
Comcast Corp |
6 |
- |
$36.33 |
$178,965,000 |
4,850,000 |
7.98% |
-95,004,000 |
-2,450,000 |
0.106 |
CATV Systems |
|
|
V |
Visa Inc |
7 |
- |
$355.47 |
$105,138,000 |
300,000 |
4.69% |
-24,438,000 |
-110,000 |
0.018 |
Business Services |
|
|
CHTR |
Charter Communications Inc |
8 |
- |
$418.22 |
$92,133,000 |
250,000 |
4.11% |
-113,529,000 |
-350,000 |
0.125 |
CATV Systems |
|
|
META |
Meta Platforms Inc |
9 |
- |
$719.22 |
$89,336,000 |
155,000 |
3.98% |
60,060,000 |
105,000 |
0.006 |
Internet Service Prov... |
|
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NFLX |
Netflix Inc |
10 |
- |
$1,293.60 |
$46,627,000 |
50,000 |
2.08% |
-51,418,000 |
-60,000 |
0.011 |
Music & Video Stores |
|
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UBER |
Uber Technologies, Inc |
11 |
- |
$92.13 |
$36,430,000 |
500,000 |
1.62% |
-120,402,000 |
-2,100,000 |
0.028 |
N/A |
|
|
TEAM |
Atlassian Corporation Plc |
13 |
Closed |
$207.71 |
$0 |
0 |
0% |
-24,338,000 |
-100,000 |
0 |
N/A |
|
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MA |
MasterCard Inc A |
12 |
Closed |
$564.61 |
$0 |
0 |
0% |
-26,329,000 |
-50,000 |
0 |
Business Services |
|
|
SBAC |
SBA Communications Corp |
14 |
Closed |
$238.74 |
$0 |
0 |
0% |
-95,786,000 |
-470,000 |
0 |
Wireless Communications |
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