Voyager Global Management LP 13F: Quarter-over-Quarter Portfolio Changes
Voyager Global Management LP reported a disclosed portfolio value of approximately $2.9 billion in its latest SEC Form 13F-HR filing for Q1 2026, down 14.0% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 4 holdings, trimmed 3 holdings, and exited 2 positions.
Voyager Global Management LP's top buy was a new stake in Meta Platforms INC (META) , equal to 4.4% of the disclosed portfolio. Its top sell was Charter Communications INC (CHTR) . The fund exited the position completely after it had accounted for 11.3% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| META PLATFORMS INC | META | 4.4% | History → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| ATLASSIAN CORPORATION | TEAM | +2.5% | +185.2% | History → |
| MICROSOFT | MSFT | +2.2% | +29.3% | History → |
| NVIDIA CORPORATION COM | NVDA | +6.9% | +22.1% | History → |
| AMAZON.COM | AMZN | +3.3% | +20.8% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| ALPHABET CL A | GOOGL | -3.6% | 45.9% | History → |
| BOOKING HLDGS INC | BKNG | -1.6% | 7.7% | History → |
| TAIWAN SEMIC-ADR | TSM | 2.3% | 6.1% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| CHARTER COMMUNICATIONS INC | CHTR | 11.3% |
| VISA | V | 5.1% |
Net Portfolio Value ChangeQ1 2026
- $3.4BPrior quarter
- $2.9BCurrent quarter
- $-0.5BNet delta
- -14.0%% change
Methodology & FAQ
How Voyager Global Management LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Voyager Global Management LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Voyager Global Management LP buy in Q1 2026?
In Q1 2026, Voyager Global Management LP initiated 1 new position (META PLATFORMS INC (META)); bought more shares of ATLASSIAN CORPORATION (TEAM), MICROSOFT (MSFT), NVIDIA CORPORATION COM (NVDA), AMAZON.COM (AMZN).
What stocks did Voyager Global Management LP sell in Q1 2026?
In Q1 2026, Voyager Global Management LP fully sold 2 positions (CHARTER COMMUNICATIONS INC (CHTR), VISA (V)); reduced holdings in ALPHABET CL A (GOOGL), BOOKING HLDGS INC (BKNG), TAIWAN SEMIC-ADR (TSM).
Which positions did Voyager Global Management LP initiate in Q1 2026?
Voyager Global Management LP established 1 new position in Q1 2026: META PLATFORMS INC (META, 4.4%).
Which existing positions saw the largest allocation increases for Voyager Global Management LP in Q1 2026?
Of 4 existing positions with share-count increases in Q1 2026, the largest were: ATLASSIAN CORPORATION (TEAM, +2.5% weight, +185.2% shares), MICROSOFT (MSFT, +2.2% weight, +29.3% shares), NVIDIA CORPORATION COM (NVDA, +6.9% weight, +22.1% shares), AMAZON.COM (AMZN, +3.3% weight, +20.8% shares).
Which positions did Voyager Global Management LP fully exit in Q1 2026?
Voyager Global Management LP fully exited 2 positions in Q1 2026: CHARTER COMMUNICATIONS INC (CHTR, last-reported weight 11.3%), VISA (V, last-reported weight 5.1%).
Which existing positions saw the largest allocation reductions for Voyager Global Management LP in Q1 2026?
Of 3 existing positions with share-count reductions in Q1 2026, the largest were: ALPHABET CL A (GOOGL, -3.6% weight, -45.9% shares), BOOKING HLDGS INC (BKNG, -1.6% weight, -7.7% shares), TAIWAN SEMIC-ADR (TSM, 2.3% weight, -6.1% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.