0.28% Percent of George Soros’ Stock Portfolio Is in These 10 Small-Cap Stocks

7. Voyager Technologies Inc (NYSE:VOYG)

Soros Fund Management Equity Stake: $1.35 Million

Number of Hedge Fund Holders: 35

Voyager Technologies Inc (NYSE:VOYG) is one of the small cap stocks that make up 0.28% of George Soros stock portfolio.

On March 30, Citi initiated coverage of Voyager Technologies Inc (NYSE:VOYG) stock with a Buy rating and a price target of $36. Voyager is a defense, national security, and space technology company. For this bullish view on Voyager stock, Citi pointed out that the company is well-placed to benefit from the wave of long-term spending trends in the defense and space industries.

According to Citi analyst John Godyn, geopolitical tensions are driving urgency in defense and space programs. In particular, the analyst noted that the Middle East conflict is accelerating demand for advanced defense capabilities, and that Voyager stands to reap from the increased defense investment and procurement.

In the space industry, Voyager stands to benefit from the growing interest in the space economy, including lunar exploration programs. Just this month, NASA launched the Artemis II mission, a historic crewed lunar flyby flight.

Voyager provides space solutions to government and commercial customers. The company is participating in developing Starlab, the next-gen space station. Starlab is being built as the replacement of the International Space Station, which is planned to be retired in 2030. Voyager is working alongside Airbus, Palantir Technologies, Mitsubishi, and other companies on the Starlab project.

On March 30, Voyager announced that it had won a contract to test a free-flying robotic system on ‌the International Space Station. It would undertake the space demonstration with the robotics startup Icarus ​Robotics.

Citi sees 2026 as a particularly pivotal year for Voyager, pointing to the company’s potential participation in the Pentagon’s Golden Dome missile defense program. Voyager guided its 2026 revenue in the band of $225 million to $255 million, above the Wall Street forecast of roughly $230 million.

Denver-based Voyager Technologies Inc (NYSE:VOYG) is an American defense, national security and space technology company. Voyager operates through three business segments. Its defense unit offers a variety of defense systems, including solid propulsion and signal intelligence systems. The company provides space solutions to government, commercial, and academic clients.