Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 527,925 3.26 Reduce 1.53% 0.06 $150.62–220.75 · VW $179.41i $88,909,327 SEC
2025   Q4 536,125 3.83 Add 0.48% 0.02 $182.84–225.00 · VW $204.94i $114,845,052 SEC
2025   Q3 533,575 3.90 Add 0.25% <0.01 $213.56–233.58 · VW $221.74i $115,236,620 SEC
2025   Q2 532,250 4.23 Add 0.75% 0.03 $163.85–231.96 · VW $206.78i $123,252,920 SEC
2025   Q1 528,300 3.59 Reduce 0.21% <0.01 $171.18–211.28 · VW $191.83i $97,353,222 SEC
2024   Q4 529,425 3.85 Add 3.23% 0.12 $162.44–213.49 · VW $195.84i $105,216,230 SEC
2024   Q3 512,875 3.29 Add 2.56% 0.08 $127.20–170.92 · VW $153.27i $86,411,642 SEC
2024   Q2 500,075 3.35 Add 77.11% 1.46 $135.76–161.60 · VW $147.47i $79,241,885 SEC
2024   Q1 282,350 1.67 Buy 1.67 $135.36–156.72 · VW $143.02i $40,973,277 SEC
2018   Q3 0 0.00 Sell 100.00% 0.01 $72.62–85.28 · VW $79.07i SEC
2018   Q2 1,250 0.01 Buy 0.01 $79.20–88.07 · VW $84.01i $101,000 SEC
Price snapshot:
Current price$175.80
Avg. buy price$153.87
+/- since buy14.25%
52-week low$149.76
52-week high$229.86