Giverny Capital’s Booking.com BKNG Stock Holding History

Giverny Capital’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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Giverny Capital's BKNG Position: Q1 2026 in Review

Giverny Capital reduced its Booking.com (BKNG) stake by 1.5% in Q1 2026, selling an estimated $1.51M and leaving 527,925 shares worth $88.9M. The position accounts for 3.26% of the portfolio, ranked #15.

Giverny Capital first reported a position in BKNG in Q2 2018 and has held it in 10 quarters since. The position peaked at $123M in Q2 2025. 1,908 funds tracked by Wall St. Rank hold BKNG as of Q1 2026.

Giverny Capital held 527,925 shares of Booking.com worth $88.9M as of Q1 2026.
Giverny Capital sold 8,200 Booking.com shares in Q1 2026, an estimated $1.51M.
Booking.com made up 3.26% of Giverny Capital's portfolio in Q1 2026, its #15 holding.
Giverny Capital first reported a position in Booking.com in Q2 2018 and has held it in 10 quarters since.
Giverny Capital's Booking.com position peaked at $123M in Q2 2025.
1,908 funds tracked by Wall St. Rank held Booking.com as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.