SEC 13F Intelligence

Firetrail Investments Pty Ltd / BKNG

Firetrail Investments Pty Ltd’s Booking Holdings Inc Position

Does Firetrail Investments Pty Ltd own Booking Holdings Inc (BKNG)? Not currently — the last reported position was 2.2K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
2.2K
% of Portfolio
+3.90%
Quarters Held
9
position exited

Position History BKNG

Reported value by quarter
Q4 ’23: $7MQ4 ’23Q1 ’24: $6MQ2 ’24: $16MQ2 ’24Q3 ’24: $12MQ4 ’24: $16MQ4 ’24Q1 ’25: $15MQ2 ’25: $18MQ2 ’25Q3 ’25: $16MQ4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.2K$12M+3.90%
Q3 20253.0K$16M+4.08%
Q2 20253.2K$18M+4.78%
Q1 20253.2K$15M+4.39%
Q4 20243.1K$16M+4.67%
Q3 20242.8K$12M+3.36%
Q2 20244.0K$16M+4.80%
Q1 20241.8K$6M+5.29%
Q4 20232.1K$7M+5.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firetrail Investments Pty Ltd’s full portfolio or all institutional holders of BKNG.