Voyager Global Management’s Booking.com BKNG Stock Holding History

Voyager Global 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 Q1	$253M	Sell	1,500,000 -125,000	-8%	-$23M	8.59%	6
2025 Q4	$348M	Buy	1,625,000 +200,000	+14%	+$41.2M	10.18%	6
2025 Q3	$308M	Buy	1,425,000 +425,000	+43%	+$94.9M	9.01%	7
2025 Q2	$232M	Sell	1,000,000 -375,000	-27%	-$76.8M	8.31%	5
2025 Q1	$253M	Buy	1,375,000 +625,000	+83%	+$120M	11.29%	5
2024 Q4	$149M	Sell	750,000 -375,000	-33%	-$72.1M	5.95%	8
2024 Q3	$190M	Hold	1,125,000	–	–	8.2%	8
2024 Q2	$178M	Sell	1,125,000 -125,000	-10%	-$18.5M	7.95%	7
2024 Q1	$181M	Sell	1,250,000 -300,000	-19%	-$42.8M	8.77%	4
2023 Q4	$220M	Buy	1,550,000 +175,000	+13%	+$21.8M	10.51%	5
2023 Q3	$170M	Sell	1,375,000 -25,000	-2%	-$3.03M	7.96%	5
2023 Q2	$151M	Buy	+1,400,000	New	+$148M	7.34%	6

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

Voyager Global Management's BKNG Position: Q1 2026 in Review

Voyager Global Management reduced its Booking.com (BKNG) stake by 7.7% in Q1 2026, selling an estimated $23M and leaving 1,500,000 shares worth $253M. The position accounts for 8.59% of the portfolio, ranked #6.

Voyager Global Management first reported a position in BKNG in Q2 2023 and has held it in 12 quarters since. The position peaked at $348M in Q4 2025. 1,907 funds tracked by Wall St. Rank hold BKNG as of Q1 2026.

Voyager Global Management held 1,500,000 shares of Booking.com worth $253M as of Q1 2026.
Voyager Global Management sold 125,000 Booking.com shares in Q1 2026, an estimated $23M.
Booking.com made up 8.59% of Voyager Global Management's portfolio in Q1 2026, its #6 holding.
Voyager Global Management first reported a position in Booking.com in Q2 2023 and has held it in 12 quarters since.
Voyager Global Management's Booking.com position peaked at $348M in Q4 2025.
1,907 funds tracked by Wall St. Rank held Booking.com as of Q1 2026.

Based on Voyager Global Management's 13F filing for Q1 2026, filed 15 May 2026.