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Midas Edge

13-F holdings, Q2 2026

Voyager Global Management LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$3.6B
Positions
8
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. NVDA$1B
    5,100,000 shares28.1% of the book
  2. MSFT$634.1M
    1,700,000 shares17.5% of the book
  3. AMZN$506.5M
    2,125,000 shares13.9% of the book
  4. TSM$465.6M
    975,000 shares12.8% of the book
  5. GOOGL$402M
    1,125,000 shares11.1% of the book
  6. BKNG$267.4M
    1,500,000 shares7.4% of the book
  7. META$222.5M
    395,000 shares6.1% of the book
  8. TEAM$114.4M
    1,470,000 shares3.1% of the book

What changed this quarter

0 new positions and 0 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • GOOGL

    ALPHABET INC

    +$223.4M

    +125% shares

  • MSFT

    MICROSOFT CORP

    +$139.9M

    +28.3% shares

  • META

    META PLATFORMS INC

    +$95.8M

    +75.6% shares

  • NVDA

    NVIDIA CORPORATION

    +$80M

    +8.5% shares

Largest sells

  • TEAM

    ATLASSIAN CORPORATION

    −$185.1M

    -61.8% shares

  • TSM

    TAIWAN SEMICONDUCTOR MANUFAC

    −$83.6M

    -15.2% shares

  • AMZN

    AMAZON COM INC

    −$11.9M

    -2.3% shares

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.