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	$535,869 21.61% of portfolio	2	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA CHTR 2 stocks	$479,631 19.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$273,975 11.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$271,548 10.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$263,267 10.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$156,832 6.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$155,904 6.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$149,052 6.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$98,045 3.95% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$95,786 3.86% of portfolio	1	-	1	-	0 Calls 0 Puts

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