Voyager Global Management
Grant Wonders
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
8
Market Value
$3.6B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
1
N
$NVDA
NVIDIA Corporation
28.1%
% of Portfolio
Increased 8.51%
2M
$MSFT
Microsoft Corporation
17.5%
% of Portfolio
Increased 28.30%
3A
$AMZN
Amazon.com, Inc.
13.9%
% of Portfolio
Decreased 2.30%
4T
$TSM
Taiwan Semiconductor Manufacturing Company Limited
12.8%
% of Portfolio
Decreased 15.22%
5G
$GOOGL
Alphabet Inc.
11.1%
% of Portfolio
Increased 125.00%
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| NVDA | 28.1% | 27.9% | 21.0% | 11.8% |
| MSFT | 17.5% | 16.7% | 14.5% | 12.1% |
| AMZN | 13.9% | 15.4% | 12.2% | 12.1% |
| TSM | 12.8% | 13.2% | 10.9% | 9.6% |
| GOOGL | 11.1% | 4.9% | 8.5% | 12.5% |
| BKNG | 7.4% | 8.6% | 10.2% | 9.0% |
| META | 6.1% | 4.4% | - | 5.4% |
| TEAM | 3.1% | 8.9% | 6.4% | 7.3% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MSFT+28.99%
NVDA+7.31%
AMZN+8.51%
BKNG+17.61%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
TSM-12.89%
GOOGL-4.67%
Sector Analysis
Technology61.5%
Communication Services17.2%
Consumer Discretionary21.3%
Trading Summary
No stocks in this category