Kinetic Partners Management’s Booking.com BKNG Stock Holding History

Kinetic Partners 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
2025 Q4	–	Sell	-23,050	Closed	-$4.98M	–	47
2025 Q3	$4.98M	Sell	23,050 -157,250	-87%	-$35.1M	0.24%	42
2025 Q2	$41.8M	Sell	180,300 -3,450	-2%	-$706K	2.28%	18
2025 Q1	$33.9M	Sell	183,750 -25,000	-12%	-$4.78M	2.43%	15
2024 Q4	$41.5M	Buy	208,750 +120,000	+135%	+$23.1M	2.73%	15
2024 Q3	$15M	Sell	88,750 -320,000	-78%	-$49.1M	1.04%	24
2024 Q2	$64.8M	Sell	408,750 -51,250	-11%	-$7.59M	4.71%	6
2024 Q1	$66.8M	Buy	460,000 +107,500	+30%	+$15.3M	4.66%	9
2023 Q4	$50M	Buy	+352,500	New	+$44M	4.26%	14

Other funds holding BKNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kinetic Partners Management's BKNG Position: Q4 2025 in Review

Kinetic Partners Management sold out of Booking.com (BKNG) in Q4 2025, closing a stake of 23,050 shares — an estimated $4.98M sold.

Kinetic Partners Management first reported a position in BKNG in Q4 2023 and held it in 8 quarters. The position peaked at $66.8M in Q1 2024. 2,025 funds tracked by Wall St. Rank hold BKNG as of Q4 2025.

Kinetic Partners Management reported no remaining Booking.com position as of Q4 2025 after selling out during the quarter.
Kinetic Partners Management sold 23,050 Booking.com shares in Q4 2025, an estimated $4.98M.
Kinetic Partners Management first reported a position in Booking.com in Q4 2023 and held it in 8 quarters.
Kinetic Partners Management's Booking.com position peaked at $66.8M in Q1 2024.
2,025 funds tracked by Wall St. Rank held Booking.com as of Q4 2025.

Based on Kinetic Partners Management's 13F filing for Q4 2025, filed 17 Feb 2026.