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Voyager Global Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 9.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$246M
2
+$156M
3
+$144M
4
MSFT icon
Microsoft
MSFT
+$126M
5
AMZN icon
Amazon
AMZN
+$82.6M

Top Sells

1
+$386M
2
+$175M
3
+$134M
4
TSM icon
TSMC
TSM
+$25.8M
5
BKNG icon
Booking.com
BKNG
+$23M

Sector Composition

1 Technology 66.73%
2 Consumer Discretionary 24%
3 Communication Services 9.27%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.04T
$820M 27.88%
4,700,000
+850,000
MSFT icon
2
Microsoft
MSFT
$3T
$490M 16.68%
1,325,000
+300,000
AMZN icon
3
Amazon
AMZN
$2.63T
$453M 15.41%
2,175,000
+375,000
TSM icon
4
TSMC
TSM
$2.22T
$389M 13.22%
1,150,000
-75,000
TEAM icon
5
Atlassian
TEAM
$24.3B
$263M 8.94%
3,850,000
+2,500,000
BKNG icon
6
Booking.com
BKNG
$127B
$253M 8.59%
1,500,000
-125,000
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.44T
$144M 4.89%
500,000
-425,000
META icon
8
Meta Platforms (Facebook)
META
$1.48T
$129M 4.38%
+225,000
CHTR icon
9
Charter Communications
CHTR
$16.6B
– –
-1,850,000
V icon
10
Visa
V
$618B
– –
-500,000