Varenne Capital Partners’s Booking.com BKNG Stock Holding History

Varenne Capital Partners’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	$27.1M	Buy	160,450 +145,875	+1,001%	+$26.8M	6.56%	3
2025 Q4	$3.12M	Buy	14,575 +7,250	+99%	+$1.49M	0.6%	20
2025 Q3	$1.58M	Buy	+7,325	New	+$1.64M	0.3%	21
2023 Q1	–	Sell	-111,975	Closed	-$9.03M	–	10
2022 Q4	$9.03M	Sell	111,975 -195,350	-64%	-$14.8M	4.57%	3
2022 Q3	$20.2M	Buy	+307,325	New	+$23.1M	8.38%	4

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

Varenne Capital Partners's BKNG Position: Q1 2026 in Review

Varenne Capital Partners increased its Booking.com (BKNG) stake by 1,001% in Q1 2026, buying an estimated $26.8M and bringing the position to 160,450 shares worth $27.1M. The position accounts for 6.56% of the portfolio, ranked #3.

Varenne Capital Partners first reported a position in BKNG in Q3 2022 and has held it in 5 quarters since. 1,907 funds tracked by Wall St. Rank hold BKNG as of Q1 2026.

Varenne Capital Partners held 160,450 shares of Booking.com worth $27.1M as of Q1 2026.
Varenne Capital Partners bought 145,875 Booking.com shares in Q1 2026, an estimated $26.8M.
Booking.com made up 6.56% of Varenne Capital Partners's portfolio in Q1 2026, its #3 holding.
Varenne Capital Partners first reported a position in Booking.com in Q3 2022 and has held it in 5 quarters since.
1,907 funds tracked by Wall St. Rank held Booking.com as of Q1 2026.

Based on Varenne Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.