Voyager Global Management LP

Q2 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2024
Date filed
8/14/2024
Form type
13F-HR
Num holdings
14
Total value ($000)
$2,241,615
Net value change ($000)
+172,944 (8.4%)
New positions
1
Sold out positions
0
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2024 Next filing: 11/14/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
V 109,807 78.7%
CMCSA 91,905 64.2%
SBAC 69,533 160.4%
MA 65,703 59.3%
TSM 50,227 33.6%
UBER 21,804 NEW
MSFT 2,351 2.1%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -75,217 -19.5%
CHTR -69,316 -23.6%
META -37,914 -60.1%
TMUS -23,106 -17.7%
AMZN -21,275 -8.7%
NFLX -8,428 -11.1%
BKNG -3,126 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type