Voyager Global Management LP
Voyager Global Management LP is a New York-based hedge fund founded in April 2020, primarily owned by Grant Wonders. The firm manages assets across pooled investment vehicles, catering to institutional investors and high-net-worth clients, with a focus on long/short equity strategies. As of July 2025, Voyager Global Management LP manages approximately $3.2 billion and employs a lean team of 4 professionals. The firm's main offices are located in New York, with advisory operations noted in Miami as well.
Investment Strategy
Voyager Global Management LP pursues an active long/short equity strategy, concentrating mainly in technology, consumer, and financial stocks. The fund builds concentrated positions in large-cap growth equities such as Alphabet, Nvidia, Amazon, TSMC, and payment networks like Visa and Mastercard. Its approach combines fundamental research, disciplined portfolio construction, and opportunistic trading, aiming for high absolute returns. The portfolio is often concentrated, with a majority allocated to a handful of high conviction positions, and maintains flexibility to adjust exposures based on market opportunities and risk assessments. Most investments are held through pooled investment vehicles for institutional and international clients.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 19.13% | $533.1M | 3,025,000 | $144.04 | $176.23 | +$84.6M |
N NVDA | NVIDIA CORPORATION | 12.19% | $339.7M | 2,150,000 | $157.99 | $157.99 | +$339.7M |
A AMZN | AMAZON COM INC | 12.01% | $334.6M | 1,525,000 | $150.39 | $219.39 | +$18.7M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11.79% | $328.4M | 1,450,000 | $130.38 | $226.49 | -$7.7M |
B BKNG | BOOKING HOLDINGS INC | 8.31% | $231.6M | 40,000 | $3619.11 | $5789.24 | -$21.8M |