VGM

Voyager Global Management Portfolio holdings

AUM $2.79B
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$96M
3
+$57.4M
4
UBER icon
Uber
UBER
+$41.4M
5
V icon
Visa
V
+$37.4M

Top Sells

1
+$86.1M
2
+$73.6M
3
+$15.9M

Sector Composition

1 Communication Services 59.08%
2 Technology 20.9%
3 Consumer Discretionary 13.59%
4 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$254M 16.23%
1,450,000
+890,000
2
$212M 13.59%
2,000,000
+540,000
3
$193M 12.33%
750,000
+80,000
4
$174M 11.16%
1,600,000
5
$165M 10.58%
1,025,000
+75,000
6
$136M 8.7%
1,010,000
-640,000
7
$120M 7.66%
5,850,000
+2,025,000
8
$100M 6.43%
510,000
+190,000
9
$98.1M 6.28%
2,500,000
-1,875,000
10
$96M 6.15%
+205,000
11
$14.2M 0.91%
200,000
12
– –
-35,000