Lee Ainslie's BKNG Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 25,750 shares of Booking Holdings Inc. (BKNG) worth $5.52 M, representing 0.06% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in BKNG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 1.22 M shares. Largest reduction occurred in Q4 2019, reducing 1.62 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Booking Holdings (BKNG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Booking Holdings (BKNG) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -13,950 | Reduce 35.14% | 25,750 | $214.21 |
| Q3 2025 | +1,588 | New Buy | 39,700 | $215.97 |
| Q2 2024 | -6,300 | Sold Out | 0 | $0.00 |
| Q1 2024 | -5,550 | Reduce 46.84% | 6,300 | $145.12 |
| Q4 2023 | +250 | Add 2.16% | 11,850 | $141.89 |
| Q3 2023 | +11,600 | New Buy | 11,600 | $123.36 |
| Q2 2023 | -11,525 | Sold Out | 0 | $0.00 |
| Q1 2023 | +5,900 | Add 104.89% | 11,525 | $106.10 |
| Q4 2022 | +625 | Add 12.50% | 5,625 | $80.61 |
| Q3 2022 | +200 | New Buy | 5,000 | $65.80 |
| Q4 2021 | -29,675 | Sold Out | 0 | $0.00 |
| Q3 2021 | +3,200 | Add 12.09% | 29,675 | $94.96 |
| Q2 2021 | +22,050 | Add 498.31% | 26,475 | $87.52 |
| Q1 2021 | +900 | Add 25.53% | 4,425 | $93.11 |
| Q4 2020 | -13,375 | Reduce 79.14% | 3,525 | $89.08 |
| Q3 2020 | -19,825 | Reduce 53.98% | 16,900 | $68.40 |
| Q2 2020 | -1,300 | Reduce 3.42% | 36,725 | $63.69 |
| Q1 2020 | -21,900 | Reduce 36.55% | 38,025 | $53.81 |
| Q4 2019 | -1.62 M | Reduce 96.42% | 59,925 | $82.15 |
| Q3 2019 | -559,875 | Reduce 25.04% | 1.68 M | $78.50 |
| Q2 2019 | +1.22 M | Add 119.96% | 2.24 M | $74.99 |
| Q1 2019 | +920,900 | Add 964.29% | 1.02 M | $69.80 |
| Q4 2018 | -13,375 | Reduce 12.28% | 95,500 | $68.90 |
| Q3 2018 | +1,325 | Add 1.23% | 108,875 | $79.36 |
| Q2 2018 | -27,650 | Reduce 20.45% | 107,550 | $81.09 |
| Q1 2018 | +5,408 | New Buy | 135,200 | $83.22 |
Lee Ainslie's Booking Holdings Investment FAQs
Lee Ainslie first purchased Booking Holdings Inc. (BKNG) in Q1 2018, acquiring 135,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Booking Holdings Inc. (BKNG) for 26 quarters since Q1 2018.
Lee Ainslie's largest addition to Booking Holdings Inc. (BKNG) was in Q2 2019, adding 2,235,675 shares worth $167.65 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 25,750 shares of Booking Holdings Inc. (BKNG), valued at approximately $5.52 M.
As of the Q4 2025 filing, Booking Holdings Inc. (BKNG) represents approximately 0.06% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Booking Holdings Inc. (BKNG) was 2,235,675 shares, as reported at the end of Q2 2019.