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BKNG position history

The shares of Booking Holdings (BKNG) that Giverny Capital Inc. reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q1: 11,294 shares, $41M, 1.7% of portfolio, New
  2. 2024 Q2: 20,003 shares, $79M, 3.3% of portfolio, Add +77.1%
  3. 2024 Q3: 20,515 shares, $86M, 3.3% of portfolio, Add +2.6%
  4. 2024 Q4: 42,354 shares, $210M, 7.7% of portfolio, Add +106.5%
  5. 2025 Q1: 42,264 shares, $195M, 7.2% of portfolio, Reduce −0.2%
  6. 2025 Q2: 21,290 shares, $123M, 4.2% of portfolio, Reduce −49.6%
  7. 2025 Q3: 42,686 shares, $230M, 7.4% of portfolio, Add +100.5%
  8. 2025 Q4: 21,445 shares, $115M, 3.8% of portfolio, Reduce −49.8%
  9. 2026 Q1: 21,117 shares, $89M, 3.3% of portfolio, Reduce −1.5%
  10. 2026 Q2: 522,664 shares, $93M, 3.1% of portfolio, Add +2375.1%
Holdings date Value % of holdings Shares Filing date All 13F holders