Voyager Global Management LP — ALPHABET INC GOOGL: Quarterly 13F Position History
Voyager Global Management LP has reported ALPHABET INC (GOOGL) on 18 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2021. As of Q1 2026, the position is sized at 500,000 shares ($143.8M market value, 4.89% of the equity book). Quarter-over-quarter share count change: 425,000 (-45.9%) .
- 500,000Shares Held (Latest Filing)
- $143.8MReported Market Value (Latest Filing)
- 4.89%Portfolio Weight (% of 13F Equity Book)
- 425,000Quarter-over-Quarter Share Change
- -$145.7MQuarter-over-Quarter Value Change
- 3,025,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 500,000 | 425,000 | -45.9% | $143.8M | 4.89% | $287.56 |
| Q4 2025 | 925,000 | 825,000 | -47.1% | $289.5M | 8.47% | $313.00 |
| Q3 2025 | 1,750,000 | 1,275,000 | -42.1% | $425.4M | 12.46% | $243.10 |
| Q2 2025 | 3,025,000 | +125,000 | +4.3% | $533.1M | 19.13% | $176.23 |
| Q1 2025 | 2,900,000 | +225,000 | +8.4% | $448.5M | 19.98% | $154.64 |
| Q4 2024 | 2,675,000 | +25,000 | +0.9% | $506.4M | 20.22% | $189.30 |
| Q3 2024 | 2,650,000 | +950,000 | +55.9% | $439.5M | 19.02% | $165.85 |
| Q2 2024 | 1,700,000 | 850,000 | -33.3% | $309.7M | 13.81% | $182.15 |
| Q1 2024 | 2,550,000 | 165,000 | -6.1% | $384.9M | 18.60% | $150.93 |
| Q4 2023 | 2,715,000 | +415,000 | +18.0% | $379.3M | 18.12% | $139.69 |
| Q3 2023 | 2,300,000 | 150,000 | -6.1% | $301.0M | 14.13% | $130.86 |
| Q2 2023 | 2,450,000 | +250,000 | +11.4% | $293.3M | 14.23% | $119.70 |
| Q1 2023 | 2,200,000 | 175,000 | -7.4% | $228.2M | 12.54% | $103.73 |
| Q4 2022 | 2,375,000 | +575,000 | +31.9% | $209.5M | 12.98% | $88.23 |
| Q3 2022 | 1,800,000 | +1,720,000 | +2150.0% | $172.2M | 9.96% | $95.65 |
| Q2 2022 | 80,000 | 0 | — | $174.3M | 11.16% | $2179.26 |
| Q1 2022 | 80,000 | +24,000 | +42.9% | $222.5M | 12.74% | $2781.35 |
| Q4 2021 | 56,000 | — | — | $162.2M | 11.78% | $2897.04 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Voyager Global Management LP first disclose a GOOGL position in 13F-HR filings?
Voyager Global Management LP first reported ALPHABET INC (GOOGL) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Voyager Global Management LP's most recent quarter-over-quarter share-count change in GOOGL?
Between Q4 2025 and Q1 2026, Voyager Global Management LP reduced its GOOGL position by 425,000 shares (-45.9%), leaving 500,000 shares at a market value of $143.8M.
Does the implied price-per-share represent Voyager Global Management LP's cost basis in GOOGL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.