Voyager Global Management LP: NVIDIA CORPORATION (NVDA): Quarterly 13F Position History
As of Q2 2026, Voyager Global Management LP reported 5,100,000 shares of NVIDIA CORPORATION (NVDA), worth $1.0B and representing 28.1% of its 13F equity book. Quarter-over-quarter share count change: + 400,000 (+8.5%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 5,100,000Shares Held (Latest Filing)
- $1.0BReported Market Value (Latest Filing)
- 28.1%Portfolio Weight (% of 13F Equity Book)
- +400,000Quarter-over-Quarter Share Change
- +$200.8MQuarter-over-Quarter Value Change
- 5,100,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,100,000 | +400,000 | +8.5% | $1.0B | 28.1% | $200.1 |
| Q1 2026 | 4,700,000 | +850,000 | +22.1% | $819.7M | 27.9% | $174.4 |
| Q4 2025 | 3,850,000 | +1,700,000 | +79.1% | $718.0M | 21.0% | $186.5 |
| Q3 2025 | 2,150,000 | 0 | – | $401.1M | 11.7% | $186.6 |
| Q2 2025 | 2,150,000 | – | – | $339.7M | 12.2% | $158.0 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Voyager Global Management LP first disclose a NVDA position in 13F-HR filings?
Voyager Global Management LP first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Voyager Global Management LP's most recent quarter-over-quarter share-count change in NVDA?
Between Q1 2026 and Q2 2026, Voyager Global Management LP added 400,000 shares of NVDA (+8.5%), bringing the total reported position to 5,100,000 shares at a market value of $1.0B.
Does the implied price-per-share represent Voyager Global Management LP's cost basis in NVDA?
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.