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 Q2	$103M	Buy	576,500 +87,500	+18%	+$14.9M	1.76%	11
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 $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

Kensico Capital Management's BKNG Position: Q2 2026 in Review

Kensico Capital Management increased its Booking.com (BKNG) stake by 18% in Q2 2026, buying an estimated $14.9M and bringing the position to 576,500 shares worth $103M. The position accounts for 1.76% of the portfolio, ranked #11.

Kensico Capital Management first reported a position in BKNG in Q1 2016 and has held it in 17 quarters since. The position peaked at $133M in Q4 2018. 1,924 funds tracked by Wall St. Rank hold BKNG as of Q2 2026.

Kensico Capital Management held 576,500 shares of Booking.com worth $103M as of Q2 2026.
Kensico Capital Management bought 87,500 Booking.com shares in Q2 2026, an estimated $14.9M.
Booking.com made up 1.76% of Kensico Capital Management's portfolio in Q2 2026, its #11 holding.
Kensico Capital Management first reported a position in Booking.com in Q1 2016 and has held it in 17 quarters since.
Kensico Capital Management's Booking.com position peaked at $133M in Q4 2018.
1,924 funds tracked by Wall St. Rank held Booking.com as of Q2 2026.

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