Kensico Capital Management’s Booking.com BKNG Stock Holding History

Kensico Capital Management’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	$82.4M	Buy	+489,000	New	+$90M	1.68%	14
2021 Q4	–	Sell	-165,500	Closed	-$15.7M	–	35
2021 Q3	$15.7M	Buy	+165,500	New	+$14.8M	0.48%	25
2019 Q3	–	Sell	-252,500	Closed	-$18.9M	–	25
2019 Q2	$18.9M	Sell	252,500 -1,597,500	-86%	-$115M	0.34%	24
2019 Q1	$129M	Sell	1,850,000 -75,000	-4%	-$5.35M	2.54%	16
2018 Q4	$133M	Buy	1,925,000 +432,500	+29%	+$31.7M	2.89%	13
2018 Q3	$118M	Hold	1,492,500	–	–	1.94%	16
2018 Q2	$121M	Sell	1,492,500 -7,500	-0.5%	-$632K	1.97%	14
2018 Q1	$125M	Buy	1,500,000 +132,500	+10%	+$10.4M	2.22%	13
2017 Q4	$95.1M	Buy	1,367,500 +7,500	+0.6%	+$543K	1.89%	14
2017 Q3	$99.6M	Hold	1,360,000	–	–	1.51%	17
2017 Q2	$102M	Sell	1,360,000 -7,500	-0.5%	-$550K	1.56%	16
2017 Q1	$97.4M	Hold	1,367,500	–	–	1.62%	15
2016 Q4	$80.2M	Buy	1,367,500 +42,500	+3%	+$2.54M	1.39%	16
2016 Q3	$78M	Buy	1,325,000 +275,000	+26%	+$15.3M	1.43%	15
2016 Q2	$52.4M	Buy	1,050,000 +325,000	+45%	+$16.9M	1.05%	18
2016 Q1	$37.4M	Buy	+725,000	New	+$34.7M	0.75%	20

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

Kensico Capital Management's BKNG Position: Q1 2026 in Review

Kensico Capital Management opened a new position in Booking.com (BKNG) in Q1 2026: 489,000 shares worth $82.4M. The stake represents 1.68% of the portfolio and ranks #14 among its holdings. This is a return to the name: Kensico Capital Management previously reported a position in BKNG as recently as Q3 2021.

Kensico Capital Management first reported a position in BKNG in Q1 2016 and has held it in 16 quarters since. The position peaked at $133M in Q4 2018. 1,908 funds tracked by Wall St. Rank hold BKNG as of Q1 2026.

Kensico Capital Management held 489,000 shares of Booking.com worth $82.4M as of Q1 2026.
Booking.com was a new Kensico Capital Management position in Q1 2026.
Booking.com made up 1.68% of Kensico Capital Management's portfolio in Q1 2026, its #14 holding.
Kensico Capital Management first reported a position in Booking.com in Q1 2016 and has held it in 16 quarters since.
Kensico Capital Management's Booking.com position peaked at $133M in Q4 2018.
1,908 funds tracked by Wall St. Rank held Booking.com as of Q1 2026.

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