Voyager Global Management LP

报告期 2026-03-31 · CIK 0001849753

持仓数

前50大市值合计

$2.94B

报告期

2026-03-31

当前持仓调仓

前 8 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$819.7M

4,700,000

27.9%

MSFT MICROSOFT CORP

COM

$490.5M

1,325,000

16.7%

AMZN AMAZON COM INC

COM

$453.0M

2,175,000

15.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$388.6M

1,150,000

13.2%

TEAM ATLASSIAN CORPORATION

CL A

$262.8M

3,850,000

8.9%

BKNG BOOKING HOLDINGS INC

COM

$252.6M

60,000

8.6%

GOOGL ALPHABET INC

CAP STK CL A

$143.8M

500,000

4.9%

META META PLATFORMS INC

CL A

$128.7M

225,000

4.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

91%前 6 大占比

NVDA27.9%MSFT16.7%AMZN15.4%TSM13.2%TEAM8.9%BKNG8.6%