Voyager Global Management LP

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
14
Total value ($000)
$2,504,034
Net value change ($000)
+193,478 (8.4%)
New positions
3
Sold out positions
0
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UBER 107,978 221.0%
SBAC 95,786 NEW
CMCSA 82,871 43.4%
MSFT 80,340 41.5%
GOOGL 66,875 15.2%
META 29,276 NEW
NFLX 26,409 36.9%
TEAM 24,338 NEW
TSM 15,386 6.0%
AMZN 7,064 2.8%
Top Reduces (Value $000, Stocks/ETFs)
V -182,492 -58.5%
MA -92,183 -77.8%
BKNG -40,492 -21.4%
CHTR -27,676 -11.9%
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