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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,659
Closed -$23.1M 27
2024
Q4
$23.1M Sell
4,659
-1,068
-19% -$5.31M 0.63% 32
2024
Q3
$24.1M Sell
5,727
-20,381
-78% -$85.8M 0.8% 30
2024
Q2
$103M Buy
26,108
+7,283
+39% +$28.9M 4.08% 11
2024
Q1
$68.3M Buy
+18,825
New +$68.3M 2.54% 21
2021
Q2
Sell
-86,314
Closed -$201M 34
2021
Q1
$201M Buy
86,314
+14,820
+21% +$34.5M 4.22% 10
2020
Q4
$159M Buy
71,494
+12,714
+22% +$28.3M 3.14% 16
2020
Q3
$101M Buy
+58,780
New +$101M 2.34% 22
2019
Q2
Sell
-65,000
Closed -$113M 26
2019
Q1
$113M Buy
+65,000
New +$113M 3.71% 14