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

Palestra 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
2025 Q1	–	Sell	-116,475	Closed	-$23.1M	–	28
2024 Q4	$23.1M	Sell	116,475 -26,700	-19%	-$5.13M	0.63%	32
2024 Q3	$24.1M	Sell	143,175 -509,525	-78%	-$78.2M	0.8%	30
2024 Q2	$103M	Buy	652,700 +182,075	+39%	+$27M	4.08%	11
2024 Q1	$68.3M	Buy	+470,625	New	+$67.1M	2.54%	22
2021 Q2	–	Sell	-2,157,850	Closed	-$201M	–	36
2021 Q1	$201M	Buy	2,157,850 +370,500	+21%	+$32.9M	4.22%	10
2020 Q4	$159M	Buy	1,787,350 +317,850	+22%	+$24.5M	3.14%	16
2020 Q3	$101M	Buy	+1,469,500	New	+$103M	2.34%	22
2019 Q2	–	Sell	-1,625,000	Closed	-$113M	–	26
2019 Q1	$113M	Buy	+1,625,000	New	+$116M	3.71%	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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Palestra Capital Management's BKNG Position: Q1 2025 in Review

Palestra Capital Management sold out of Booking.com (BKNG) in Q1 2025, closing a stake of 116,475 shares — an estimated $23.1M sold.

Palestra Capital Management first reported a position in BKNG in Q1 2019 and held it in 8 quarters. The position peaked at $201M in Q1 2021. 1,864 funds tracked by Wall St. Rank hold BKNG as of Q1 2025.

Palestra Capital Management reported no remaining Booking.com position as of Q1 2025 after selling out during the quarter.
Palestra Capital Management sold 116,475 Booking.com shares in Q1 2025, an estimated $23.1M.
Palestra Capital Management first reported a position in Booking.com in Q1 2019 and held it in 8 quarters.
Palestra Capital Management's Booking.com position peaked at $201M in Q1 2021.
1,864 funds tracked by Wall St. Rank held Booking.com as of Q1 2025.

Based on Palestra Capital Management's 13F filing for Q1 2025, filed 15 May 2025.