Jeremy Grantham's BKNG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 272 shares of Booking Holdings Inc. (BKNG) worth $1.46 M, representing 0.00% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 32 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 79,714 shares. Largest reduction occurred in Q1 2020, reducing 47,169 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -528 | Reduce 66.00% | 272 | $5355.33 |
| Q3 2025 | +8 | Add 1.01% | 800 | $5399.27 |
| Q2 2025 | +339 | Add 74.83% | 792 | $5789.24 |
| Q1 2025 | -3,483 | Reduce 88.49% | 453 | $4606.91 |
| Q4 2024 | -1,228 | Reduce 23.78% | 3,936 | $4968.42 |
| Q3 2024 | -164 | Reduce 3.08% | 5,164 | $4212.12 |
| Q2 2024 | -400 | Reduce 6.98% | 5,328 | $3961.50 |
| Q1 2024 | -1,332 | Reduce 18.87% | 5,728 | $3627.88 |
| Q4 2023 | -1,595 | Reduce 18.43% | 7,060 | $3547.22 |
| Q3 2023 | -1,308 | Reduce 13.13% | 8,655 | $3083.95 |
| Q2 2023 | +170 | Add 1.74% | 9,963 | $2700.33 |
| Q1 2023 | -1,200 | Reduce 10.92% | 9,793 | $2652.41 |
| Q4 2022 | -2,400 | Reduce 17.92% | 10,993 | $2015.28 |
| Q3 2022 | -525 | Reduce 3.77% | 13,393 | $1643.25 |
| Q2 2022 | -1,550 | Reduce 10.02% | 13,918 | $1748.96 |
| Q1 2022 | -600 | Reduce 3.73% | 15,468 | $2348.46 |
| Q4 2021 | +6,944 | Add 76.11% | 16,068 | $2399.24 |
| Q3 2021 | +345 | Add 3.93% | 9,124 | $2373.85 |
| Q2 2021 | -1,131 | Reduce 11.41% | 8,779 | $2188.06 |
| Q1 2021 | +160 | Add 1.64% | 9,910 | $2329.87 |
| Q4 2020 | -200 | Reduce 2.01% | 9,750 | $2227.28 |
| Q3 2020 | +1,450 | Add 17.06% | 9,950 | $1710.65 |
| Q2 2020 | +8,500 | New Buy | 8,500 | $1592.35 |
| Q1 2020 | -47,169 | Sold Out | 0 | $0.00 |
| Q4 2019 | -27,760 | Reduce 37.05% | 47,169 | $2053.72 |
| Q3 2019 | +1,893 | Add 2.59% | 74,929 | $1962.60 |
| Q2 2019 | -1,394 | Reduce 1.87% | 73,036 | $1874.71 |
| Q1 2019 | -5,284 | Reduce 6.63% | 74,430 | $1744.91 |
| Q4 2018 | +79,714 | New Buy | 79,714 | $1722.42 |
| Q3 2018 | -100 | Sold Out | 0 | $0.00 |
| Q1 2018 | +100 | New Buy | 100 | $2080.00 |
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 32 quarters since Q1 2018.
Jeremy Grantham's largest addition to Booking Holdings Inc. (BKNG) was in Q4 2018, adding 79,714 shares worth $137.3 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 272 shares of Booking Holdings Inc. (BKNG), valued at approximately $1.46 M.
As of the Q4 2025 filing, Booking Holdings Inc. (BKNG) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Booking Holdings Inc. (BKNG) was 79,714 shares, as reported at the end of Q4 2018.