1y return+15.6%S&P 500 +20.9%
3y return+111.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $219 against $157 in the S&P 500.2
Voyager Global Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.0B | 28.1% | +8.5% |
| MSFTMicrosoft Corp | $634.1M | 17.5% | +28.3% |
| AMZNAmazon Com Inc | $506.5M | 13.9% | −2.3% |
| TSMTaiwan Semiconductor Manufac | $465.6M | 12.8% | −15.2% |
| GOOGLAlphabet Inc | $402.0M | 11.1% | +125.0% |
| BKNGBooking Holdings Inc | $267.4M | 7.4% | |
| METAMeta Platforms Inc | $222.5M | 6.1% | +75.6% |
| TEAMAtlassian Corporation | $114.4M | 3.1% | −61.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2023 | +373.2% | $465.6M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $402.0M |
| BKNGBooking Holdings Inc | June 30, 2023 | +65.0% | $267.4M |
| AMZNAmazon Com Inc | December 31, 2021 | +43.0% | $506.5M |
| NVDANvidia Corporation | June 30, 2025 | +26.6% | $1.0B |
| MSFTMicrosoft Corp | December 31, 2021 | +10.9% | $634.1M |
| METAMeta Platforms Inc | March 31, 2026 | −1.5% | $222.5M |
| TEAMAtlassian Corporation | June 30, 2025 | −61.7% | $114.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.8% | +14.8% |
| March 31, 2026 | −11.6% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +21.0% | +10.5% |
| March 31, 2025 | −5.8% | −4.6% |
| December 31, 2024 | +10.0% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| June 30, 2024 | +7.5% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +13.9% | +11.2% |
| September 30, 2023 | +3.3% | −3.6% |
| June 30, 2023 | +17.9% | +8.3% |
| March 31, 2023 | +24.5% | +7.0% |
| December 31, 2022 | +1.6% | +7.1% |
| September 30, 2022 | +0.0% | −5.3% |
| June 30, 2022 | −24.8% | −16.5% |
| March 31, 2022 | −7.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Voyager Global Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1849753&type=13F-HR&dateb=&owner=include&count=40CIK 1849753
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1849753/000184975326000004/Filed August 14, 2026 · accession 0001849753-26-000004