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Investors / Voyager Global
Voyager Global Management
13F
8 positions · Q2 2026AI holdings · 7 tickers
$3.37BOther holdings · 1 tickers
$267.4M · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 8 | BKNG | $267.4M | 7.4% |
13G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Include non-AI changes (1)
Q1 2026
Q2 2026
NVDA
HOLD
ADD+400K
MSFT
HOLD
ADD+375K
AMZN
HOLD
TRIM−50K
TSM
HOLD
TRIM−175K
GOOGL
HOLD
ADD+625K
META
HOLD
ADD+170K
TEAM
HOLD
TRIM−2M
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | ADD | GOOGL | +625,000 | +$258.3M |
| Q2 2026 | ADD | NVDA | +400,000 | +$200.8M |
| Q2 2026 | TRIM | TEAM | -2,380,000 | $-148.4M |
| Q2 2026 | ADD | MSFT | +375,000 | +$143.7M |
| Q2 2026 | ADD | META | +170,000 | +$93.8M |
| Q2 2026 | TRIM | TSM | -175,000 | +$77M |
| Q2 2026 | TRIM | AMZN | -50,000 | +$53.5M |