VGM

Voyager Global Management Portfolio holdings

AUM $2.79B
This Quarter Return
-0.16%
1 Year Return
+16.95%
3 Year Return
+96.72%
5 Year Return
10 Year Return
AUM
$1.38B
AUM Growth
Cap. Flow
+$1.38B
Cap. Flow %
100%
Top 10 Hldgs %
93.6%
Holding
13
New
13
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 56.83%
2 Technology 23.84%
3 Consumer Discretionary 11.62%
4 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CMCSA icon
1
Comcast
CMCSA
$125B
$170M 12.33% +3,375,000 New +$170M
TMUS icon
2
T-Mobile US
TMUS
$284B
$163M 11.83% +1,405,000 New +$163M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$2.57T
$162M 11.78% +56,000 New +$162M
AMZN icon
4
Amazon
AMZN
$2.44T
$160M 11.62% +48,000 New +$160M
META icon
5
Meta Platforms (Facebook)
META
$1.86T
$143M 10.38% +425,000 New +$143M
UBER icon
6
Uber
UBER
$196B
$126M 9.13% +3,000,000 New +$126M
MSFT icon
7
Microsoft
MSFT
$3.77T
$114M 8.3% +340,000 New +$114M
V icon
8
Visa
V
$683B
$106M 7.71% +490,000 New +$106M
NFLX icon
9
Netflix
NFLX
$513B
$81.3M 5.91% +135,000 New +$81.3M
FWONK icon
10
Liberty Media Series C
FWONK
$25B
$63.2M 4.59% +1,000,000 New +$63.2M
SPLK
11
DELISTED
Splunk Inc
SPLK
$41.7M 3.03% +360,000 New +$41.7M
ADSK icon
12
Autodesk
ADSK
$67.3B
$32.3M 2.35% +115,000 New +$32.3M
GWRE icon
13
Guidewire Software
GWRE
$18.3B
$14.2M 1.03% +125,000 New +$14.2M