Voyager Global Management LP 13F: Quarter-over-Quarter Portfolio Changes
Voyager Global Management LP reported a disclosed portfolio value of approximately $3.6 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 23.6% quarter on quarter. Over the quarter, the fund bought more shares in 5 holdings and trimmed 3 holdings.
Voyager Global Management LP's top buy was Booking Hldgs INC (BKNG) . The fund bought 2400.0% more shares, lifting the position's portfolio weight by -1.2 percentage points. Its top sell was Atlassian Corporation (TEAM) . The fund sold 61.8% of its previously reported shares, reducing the position's portfolio weight by 5.8 percentage points.
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| BOOKING HLDGS INC | BKNG | +-1.2% | +2400.0% | History → |
| ALPHABET INC-CL A | GOOGL | +6.2% | +125.0% | History → |
| META PLATFORMS INC | META | +1.7% | +75.6% | History → |
| MICROSOFT CORP | MSFT | +0.8% | +28.3% | History → |
| NVIDIA CORPORATION | NVDA | +0.2% | +8.5% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| ATLASSIAN CORPORATION | TEAM | -5.8% | 61.8% | History → |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | -0.4% | 15.2% | History → |
| AMAZON.COM INC | AMZN | -1.5% | 2.3% | History → |
Net Portfolio Value ChangeQ2 2026
- $2.9BPrior quarter
- $3.6BCurrent quarter
- +$0.7BNet delta
- +23.6%% 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 Q2 2026?
In Q2 2026, Voyager Global Management LP bought more shares of BOOKING HLDGS INC (BKNG), ALPHABET INC-CL A (GOOGL), META PLATFORMS INC (META), MICROSOFT CORP (MSFT), NVIDIA CORPORATION (NVDA).
What stocks did Voyager Global Management LP sell in Q2 2026?
In Q2 2026, Voyager Global Management LP reduced holdings in ATLASSIAN CORPORATION (TEAM), TAIWAN SEMICONDUCTOR MANUFAC (TSM), AMAZON.COM INC (AMZN).
Which positions did Voyager Global Management LP initiate in Q2 2026?
Voyager Global Management LP established no new positions in Q2 2026.
Which existing positions saw the largest allocation increases for Voyager Global Management LP in Q2 2026?
Of 5 existing positions with share-count increases in Q2 2026, the largest were: BOOKING HLDGS INC (BKNG, +-1.2% weight, +2400.0% shares), ALPHABET INC-CL A (GOOGL, +6.2% weight, +125.0% shares), META PLATFORMS INC (META, +1.7% weight, +75.6% shares), MICROSOFT CORP (MSFT, +0.8% weight, +28.3% shares), NVIDIA CORPORATION (NVDA, +0.2% weight, +8.5% shares).
Which positions did Voyager Global Management LP fully exit in Q2 2026?
Voyager Global Management LP fully exited no positions in Q2 2026.
Which existing positions saw the largest allocation reductions for Voyager Global Management LP in Q2 2026?
Of 3 existing positions with share-count reductions in Q2 2026, the largest were: ATLASSIAN CORPORATION (TEAM, -5.8% weight, -61.8% shares), TAIWAN SEMICONDUCTOR MANUFAC (TSM, -0.4% weight, -15.2% shares), AMAZON.COM INC (AMZN, -1.5% weight, -2.3% 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.