Francois Rochon’s Booking.com BKNG Stock Holding History

Francois Rochon’s Portfolio BKNG Stock Details BKNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.2M	Sell	522,664 -5,261	-1%	-$897K	3.13%	13
2026 Q1	$88.9M	Sell	527,925 -8,200	-2%	-$1.51M	3.26%	15
2025 Q4	$115M	Buy	536,125 +2,550	+0.5%	+$525K	3.83%	12
2025 Q3	$115M	Buy	533,575 +1,325	+0.2%	+$296K	3.9%	11
2025 Q2	$123M	Buy	532,250 +3,950	+0.7%	+$809K	4.23%	8
2025 Q1	$97.4M	Sell	528,300 -1,125	-0.2%	-$215K	3.59%	11
2024 Q4	$105M	Buy	529,425 +16,550	+3%	+$3.18M	3.85%	11
2024 Q3	$86.4M	Buy	512,875 +12,800	+3%	+$1.96M	3.29%	12
2024 Q2	$79.2M	Buy	500,075 +217,725	+77%	+$32.2M	3.35%	11
2024 Q1	$41M	Buy	+282,350	New	+$40.2M	1.66%	22
2018 Q3	–	Sell	-1,250	Closed	-$101K	–	37
2018 Q2	$101K	Buy	+1,250	New	+$105K	0.01%	36

Other funds holding BKNG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Francois Rochon's BKNG Position: Q2 2026 in Review

Francois Rochon reduced its Booking.com (BKNG) stake by 1% in Q2 2026, selling an estimated $897K and leaving 522,664 shares worth $93.2M. The position accounts for 3.13% of the portfolio, ranked #13.

Francois Rochon first reported a position in BKNG in Q2 2018 and has held it in 11 quarters since. The position peaked at $123M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold BKNG as of Q2 2026.

Francois Rochon held 522,664 shares of Booking.com worth $93.2M as of Q2 2026.
Francois Rochon sold 5,261 Booking.com shares in Q2 2026, an estimated $897K.
Booking.com made up 3.13% of Francois Rochon's portfolio in Q2 2026, its #13 holding.
Francois Rochon first reported a position in Booking.com in Q2 2018 and has held it in 11 quarters since.
Francois Rochon's Booking.com position peaked at $123M in Q2 2025.
1,915 funds tracked by Wall St. Rank held Booking.com as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.