Francois Rochon's BKNG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 527,925 shares of Booking Holdings Inc. (BKNG) worth $88.91 M, representing 3.26% of the portfolio. First purchased in 2018-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in BKNG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 282,350 shares. Largest reduction occurred in Q1 2026, reducing 8,200 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 |
|---|---|---|---|---|
| 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 |
Francois Rochon's Booking Holdings Investment FAQs
Francois Rochon first purchased Booking Holdings Inc. (BKNG) in Q2 2018, acquiring 1,250 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 11 quarters since Q2 2018.
Francois Rochon's largest addition to Booking Holdings Inc. (BKNG) was in Q1 2024, adding 282,350 shares worth $40.97 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 527,925 shares of Booking Holdings Inc. (BKNG), valued at approximately $88.91 M.
As of the Q1 2026 filing, Booking Holdings Inc. (BKNG) represents approximately 3.26% 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 536,125 shares, as reported at the end of Q4 2025.