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	$668,088 24.98% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$569,999 21.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$450,232 16.83% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$334,569 12.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$231,569 8.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$223,834 8.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$196,295 7.34% of portfolio	1	-	-	-	0 Calls 0 Puts

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