Voyager Global Management LP holds a concentrated book of 8 stocks worth $2.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Nvidia Corp at 28% of the equity book. Cloning the disclosed picks since 2022 would be +115% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Voyager Global Management LP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +126.4%, a 11.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Voyager Global Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $819.7M | 4.70M | 27.9% | ▲+22% Added · +850K sh | |
| 2 | Microsoft Corp COM | $490.5M | 1.32M | 16.7% | ▲+29% Added · +300K sh | |
| 3 | Amazon Com Inc COM | $453.0M | 2.17M | 15.4% | ▲+21% Added · +375K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $388.6M | 1.15M | 13.2% | ▼−6.1% Reduced · −75K sh | |
| 5 | Atlassian Corporation CL A | $262.8M | 3.85M | 8.9% | ▲+185% Added · +2.5M sh | |
| 6 | Booking Holdings Inc COM | $252.6M | 60.0K | 8.6% | ▼−7.7% Reduced · −5K sh | |
| 7 | Alphabet Inc CAP STK CL A | $143.8M | 500.0K | 4.9% | ▼−46% Reduced · −425K sh | |
| 8 | Meta Platforms Inc CL A | $128.7M | 225.0K | 4.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 8 | $2.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $3.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 12 | $3.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 11 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 11 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 14 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 11 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 14 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 13 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 11 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 13 | $2.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 14 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 11 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 11 | $1.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 11 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 11 | $1.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 11 | $1.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 13 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.