Voyager Global Management LP Portfolio Holdings by Sector

Voyager Global Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Telecom Services \| Communication Services CHTR CMCSA TMUS 3 stocks	$567,167 27.42% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$447,996 21.66% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$250,301 12.1% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$243,513 11.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$181,394 8.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$149,655 7.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$109,387 5.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$75,916 3.67% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$43,340 2.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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