Vault-13

Voyager Global Management LP

NEW YORK, NY · CIK 1849753 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited partnership

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
New York, NY (main office)United States United Statesabout 2
Miami, FLUnited States United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$3.6bn reported value +23.6% vs Q1 2026
8positions
100.0%in top 10
0 new 4 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NVIDIA CORPORATION COM NVDA NVDA 5,100,000 $1.0bn28.09% 28.09% AddedShares held: Q3 2025 2.1m, Q4 2025 3.9m, Q1 2026 4.7m, Q2 2026 5.1m +400.0k +400,000 8.5%
2 MICROSOFT CORP COM MSFT MSFT 1,700,000 $634.1m17.46% 17.46% AddedShares held: Q3 2025 800.0k, Q4 2025 1.0m, Q1 2026 1.3m, Q2 2026 1.7m +375.0k +375,000 28.3%
3 AMAZON COM INC COM AMZN AMZN 2,125,000 $506.5m13.94% 13.94% ReducedShares held: Q3 2025 1.9m, Q4 2025 1.8m, Q1 2026 2.2m, Q2 2026 2.1m -50.0k -50,000 -2.3%
4 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 975,000 $465.6m12.82% 12.82% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.2m, Q1 2026 1.1m, Q2 2026 975.0k -175.0k -175,000 -15.2%
5 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,125,000 $402.0m11.07% 11.07% AddedShares held: Q3 2025 1.8m, Q4 2025 925.0k, Q1 2026 500.0k, Q2 2026 1.1m +625.0k +625,000 125.0%
6 BOOKING HOLDINGS INC COM BKNG BKNG 1,500,000 $267.4m7.36% 7.36% UnchangedShares held: Q3 2025 1.4m, Q4 2025 1.6m, Q1 2026 1.5m, Q2 2026 1.5m
7 META PLATFORMS INC CL A META META 395,000 $222.5m6.12% 6.12% AddedShares held: Q3 2025 250.0k, Q4 2025 0, Q1 2026 225.0k, Q2 2026 395.0k +170.0k +170,000 75.6%
8 ATLASSIAN CORPORATION CL A TEAM TEAM 1,470,000 $114.4m3.15% 3.15% ReducedShares held: Q3 2025 1.6m, Q4 2025 1.4m, Q1 2026 3.9m, Q2 2026 1.5m -2.4m -2,380,000 -61.8%