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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 |
- |
$171.95 |
$379,258,000 |
2,715,000 |
18.12% |
78,280,000 |
415,000 |
0.045 |
Search Engines & Info... |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$179.62 |
$247,662,000 |
1,630,000 |
11.83% |
-32,002,000 |
-570,000 |
0.016 |
Internet Software & S... |
|
|
V |
Visa Inc |
3 |
- |
$274.52 |
$238,220,000 |
915,000 |
11.38% |
-9,041,000 |
-160,000 |
0.054 |
Business Services |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
4 |
- |
$138.30 |
$221,000,000 |
2,125,000 |
10.56% |
62,407,000 |
300,000 |
0.041 |
Semiconductor - Integ... |
|
|
BKNG |
Booking Holdings Inc |
5 |
- |
$3,521.08 |
$219,928,000 |
62,000 |
10.51% |
50,311,000 |
7,000 |
0.126 |
Internet Software & S... |
|
|
CHTR |
Charter Communications Inc |
6 |
- |
$254.61 |
$184,623,000 |
475,000 |
8.82% |
30,686,000 |
125,000 |
0.238 |
CATV Systems |
|
|
FB |
Meta Platforms Inc |
7 |
- |
$443.29 |
$182,289,000 |
515,000 |
8.71% |
69,710,000 |
140,000 |
0.021 |
Internet Service Prov... |
|
|
TMUS |
T-Mobile Us Inc |
8 |
- |
$163.96 |
$132,272,000 |
825,000 |
6.32% |
-39,289,000 |
-400,000 |
0.067 |
Wireless Communications |
|
|
CMCSA |
Comcast Corp |
9 |
- |
$38.57 |
$126,069,000 |
2,875,000 |
6.02% |
-6,951,000 |
-125,000 |
0.063 |
CATV Systems |
|
|
NFLX |
Netflix Inc |
10 |
- |
$561.23 |
$97,376,000 |
200,000 |
4.65% |
-63,104,000 |
-225,000 |
0.045 |
Music & Video Stores |
|
|
MSFT |
Microsoft Corp |
11 |
- |
$406.32 |
$63,927,000 |
170,000 |
3.05% |
-30,798,000 |
-130,000 |
0.002 |
Application Software |
|
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UBER |
Uber Technologies, Inc |
13 |
Closed |
$69.05 |
$0 |
0 |
0% |
-37,942,000 |
-825,000 |
0 |
N/A |
|
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SBAC |
SBA Communications Corp |
12 |
Closed |
$196.23 |
$0 |
0 |
0% |
-110,094,000 |
-550,000 |
0 |
Wireless Communications |
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