Voyager Global Management LP Portfolio Holdings by Sector

Voyager Global Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM 2 stocks	$729,312 23.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$609,020 19.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$472,215 14.91% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$414,360 13.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$411,693 13.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$307,758 9.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA CHTR 2 stocks	$222,908 7.04% of portfolio	2	-	1	-	0 Calls 0 Puts

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