Voyager Global Management LP Portfolio Holdings by Sector

Voyager Global Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$537,790 23.97% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$341,604 15.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$336,150 14.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$315,831 14.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA CHTR 2 stocks	$271,097 12.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$253,380 11.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$105,138 4.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$46,626 2.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$36,430 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts

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