Fund

Voyager Global Portfolio

Voyager Global Management LP · Growth hedge fundSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: BKNG 7.4% (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+64.5%$1,000 → $1,645

Nov 15, 2024Nov 11, 2026

Max drawdown−25.8%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,069+$669 (+27.9%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

6 stocks · filed 8/14

NVDA31.4%
MSFT19.5%
AMZN15.6%
TSM14.3%
GOOGL12.4%
META6.8%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

Voyager Global Management LP kept the portfolio unchanged

Holdings as of 6/30, filed 8/14

08/14

Voyager Global Management LP kept the portfolio unchanged

Holdings as of 6/30, filed 8/14

08/14

Bought TSM

Holdings as of 6/30, filed 8/14

Bought TSM 12.8%

Related insights

Company · 10/15 · 4 min readTSMC earnings shock: revenue up 36.0% from a year ago!⁠ (opens in a new tab)TSMC's revenue came to NT$1.3tn in 2026Q2, the highest of the twelve quarters in the data. That is 36.0% more than the same quarter a year earlier. The margin widened too, yet the stock did not outrun its rivals around the October call.