Francois Rochon's BKNG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 21.3K shares of Booking Holdings Inc. (BKNG) worth $115.24 M, representing 3.53% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 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 11.2K shares. Largest reduction occurred in Q1 2025, reducing 45 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +50 | New Buy | 50 | $2020.00 |
| Q3 2018 | -50 | Sold Out | 50 | $0.00 |
| Q1 2024 | +11,294 | New Buy | 11,294 | $3627.88 |
| Q2 2024 | +8,709 | Add 77.11% | 20,003 | $3961.50 |
| Q3 2024 | +512 | Add 2.56% | 20,515 | $4212.12 |
| Q4 2024 | +662 | Add 3.23% | 21,177 | $4968.42 |
| Q1 2025 | -45 | Reduce 0.21% | 21,132 | $4606.91 |
| Q2 2025 | +158 | Add 0.75% | 21,290 | $5789.24 |
| Q3 2025 | +53 | Add 0.25% | 21,343 | $5399.27 |
Francois Rochon's Booking Holdings Investment FAQs
Francois Rochon first purchased Booking Holdings Inc. (BKNG) in Q2 2018, acquiring 50 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 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Booking Holdings Inc. (BKNG) was in Q1 2024, adding 11,294 shares worth $40.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 21,343 shares of Booking Holdings Inc. (BKNG), valued at approximately $115.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Booking Holdings Inc. (BKNG) represents approximately 3.53% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in Booking Holdings Inc. (BKNG) was 21,343 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.