Jeremy Grantham's BKNG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 800 shares of Booking Holdings Inc. (BKNG) worth $4.32 M, representing 0.01% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in BKNG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 79.6K shares. Largest reduction occurred in Q2 2020, reducing 38.7K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Booking Holdings (BKNG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Booking Holdings (BKNG) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +100 | New Buy | 100 | $2080.00 |
| Q3 2018 | -100 | Sold Out | 100 | $0.00 |
| Q4 2018 | +79,714 | New Buy | 79,714 | $1722.42 |
| Q1 2019 | -5,284 | Reduce 6.63% | 74,430 | $1744.91 |
| Q2 2019 | -1,394 | Reduce 1.87% | 73,036 | $1874.71 |
| Q3 2019 | +1,893 | Add 2.59% | 74,929 | $1962.60 |
| Q4 2019 | -27,760 | Reduce 37.05% | 47,169 | $2053.72 |
| Q1 2020 | -47,169 | Sold Out | 47,169 | $0.00 |
| Q2 2020 | +8,500 | New Buy | 8,500 | $1592.35 |
| Q3 2020 | +1,450 | Add 17.06% | 9,950 | $1710.65 |
| Q4 2020 | -200 | Reduce 2.01% | 9,750 | $2227.28 |
| Q1 2021 | +160 | Add 1.64% | 9,910 | $2329.87 |
| Q2 2021 | -1,131 | Reduce 11.41% | 8,779 | $2188.06 |
| Q3 2021 | +345 | Add 3.93% | 9,124 | $2373.85 |
| Q4 2021 | +6,944 | Add 76.11% | 16,068 | $2399.24 |
| Q1 2022 | -600 | Reduce 3.73% | 15,468 | $2348.46 |
| Q2 2022 | -1,550 | Reduce 10.02% | 13,918 | $1748.96 |
| Q3 2022 | -525 | Reduce 3.77% | 13,393 | $1643.25 |
| Q4 2022 | -2,400 | Reduce 17.92% | 10,993 | $2015.28 |
| Q1 2023 | -1,200 | Reduce 10.92% | 9,793 | $2652.41 |
| Q2 2023 | +170 | Add 1.74% | 9,963 | $2700.33 |
| Q3 2023 | -1,308 | Reduce 13.13% | 8,655 | $3083.95 |
| Q4 2023 | -1,595 | Reduce 18.43% | 7,060 | $3547.22 |
| Q1 2024 | -1,332 | Reduce 18.87% | 5,728 | $3627.88 |
| Q2 2024 | -400 | Reduce 6.98% | 5,328 | $3961.50 |
| Q3 2024 | -164 | Reduce 3.08% | 5,164 | $4212.12 |
| Q4 2024 | -1,228 | Reduce 23.78% | 3,936 | $4968.42 |
| Q1 2025 | -3,483 | Reduce 88.49% | 453 | $4606.91 |
| Q2 2025 | +339 | Add 74.83% | 792 | $5789.24 |
| Q3 2025 | +8 | Add 1.01% | 800 | $5399.27 |
Jeremy Grantham's Booking Holdings Investment FAQs
Jeremy Grantham first purchased Booking Holdings Inc. (BKNG) in Q1 2018, acquiring 100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Booking Holdings Inc. (BKNG) for 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Booking Holdings Inc. (BKNG) was in Q4 2018, adding 79,714 shares worth $137.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 800 shares of Booking Holdings Inc. (BKNG), valued at approximately $4.32 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 0.01% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Booking Holdings Inc. (BKNG) was 79,714 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.