Francois Rochon's BKNG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 522,664 shares of Booking Holdings Inc. (BKNG) worth $93.16 M, representing 3.13% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 205 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in BKNG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 282,350 shares. Largest reduction occurred in Q2 2018, reducing 2.18 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Booking Holdings (BKNG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Booking Holdings (BKNG) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -5,261 | Reduce 1.00% | 522,664 | $178.24 |
| Q1 2026 | -8,200 | Reduce 1.53% | 527,925 | $168.41 |
| Q4 2025 | +2,550 | Add 0.48% | 536,125 | $214.21 |
| Q3 2025 | +1,325 | Add 0.25% | 533,575 | $215.97 |
| Q2 2025 | +3,950 | Add 0.75% | 532,250 | $231.57 |
| Q1 2025 | -1,125 | Reduce 0.21% | 528,300 | $184.28 |
| Q4 2024 | +16,550 | Add 3.23% | 529,425 | $198.74 |
| Q3 2024 | +12,800 | Add 2.56% | 512,875 | $168.48 |
| Q2 2024 | +217,725 | Add 77.11% | 500,075 | $158.46 |
| Q1 2024 | +282,350 | New Buy | 282,350 | $145.12 |
| Q3 2018 | -1,250 | Sold Out | 0 | $0.00 |
| Q2 2018 | +1,250 | New Buy | 1,250 | $80.80 |
| Q1 1970 | +2.18 M | Add 0.00% | 2.18 M | $42.78 |
Francois Rochon's Booking Holdings Investment FAQs
Francois Rochon first purchased Booking Holdings Inc. (BKNG) in Q1 1970, acquiring 2,177,767 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Booking Holdings Inc. (BKNG) for 205 quarters since Q1 1970.
Francois Rochon's largest addition to Booking Holdings Inc. (BKNG) was in Q1 1970, adding 2,177,767 shares worth $93.16 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 522,664 shares of Booking Holdings Inc. (BKNG), valued at approximately $93.16 M.
As of the Q2 2026 filing, Booking Holdings Inc. (BKNG) represents approximately 3.13% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Booking Holdings Inc. (BKNG) was 2,177,767 shares, as reported at the end of Q1 1970.