Steve Mandel's BKNG Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 115,750 shares of Booking Holdings Inc. (BKNG) worth $24.8 M, representing 0.18% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Steve Mandel has maintained a strategic position in BKNG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 14.9 M shares. Largest reduction occurred in Q3 2020, reducing 13.43 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Booking Holdings (BKNG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Booking Holdings (BKNG) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -663,025 | Reduce 85.14% | 115,750 | $214.21 |
| Q3 2025 | -720,525 | Reduce 48.06% | 778,775 | $215.97 |
| Q2 2025 | +59,972 | New Buy | 1.5 M | $231.57 |
| Q4 2024 | -1.91 M | Sold Out | 0 | $0.00 |
| Q3 2024 | -719,075 | Reduce 27.35% | 1.91 M | $168.48 |
| Q2 2024 | +22,075 | Add 0.85% | 2.63 M | $158.46 |
| Q1 2024 | -1.21 M | Reduce 31.61% | 2.61 M | $145.12 |
| Q4 2023 | +76,300 | Add 2.04% | 3.81 M | $141.89 |
| Q3 2023 | -1.53 M | Reduce 29.02% | 3.74 M | $123.36 |
| Q2 2023 | +148,750 | Add 2.91% | 5.26 M | $108.01 |
| Q1 2023 | -394,375 | Reduce 7.16% | 5.12 M | $106.10 |
| Q4 2022 | -829,875 | Reduce 13.09% | 5.51 M | $80.61 |
| Q3 2022 | +410,225 | Add 6.92% | 6.34 M | $65.73 |
| Q2 2022 | +237,161 | New Buy | 5.93 M | $69.96 |
| Q4 2020 | -1.47 M | Sold Out | 0 | $0.00 |
| Q3 2020 | -13.43 M | Reduce 90.12% | 1.47 M | $68.43 |
| Q2 2020 | +596,133 | New Buy | 14.9 M | $63.69 |
| Q4 2019 | -5.28 M | Sold Out | 0 | $0.00 |
| Q3 2019 | -2.75 M | Reduce 34.27% | 5.28 M | $78.50 |
| Q1 2019 | -802,500 | Reduce 9.08% | 8.03 M | $69.80 |
| Q4 2018 | +353,496 | New Buy | 8.84 M | $68.90 |
| Q3 2018 | -13.28 M | Sold Out | 0 | $0.00 |
| Q2 2018 | +580,325 | Add 4.57% | 13.28 M | $81.08 |
| Q1 2018 | +507,847 | New Buy | 12.7 M | $83.22 |
Steve Mandel's Booking Holdings Investment FAQs
Steve Mandel first purchased Booking Holdings Inc. (BKNG) in Q1 2018, acquiring 12,696,175 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Booking Holdings Inc. (BKNG) for 25 quarters since Q1 2018.
Steve Mandel's largest addition to Booking Holdings Inc. (BKNG) was in Q2 2020, adding 14,903,325 shares worth $949.25 M.
According to the latest 13F filing for Q4 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 115,750 shares of Booking Holdings Inc. (BKNG), valued at approximately $24.8 M.
As of the Q4 2025 filing, Booking Holdings Inc. (BKNG) represents approximately 0.18% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Booking Holdings Inc. (BKNG) was 14,903,325 shares, as reported at the end of Q2 2020.