Position in BKNG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$90,522,039
-$36,770,074 QoQ
Shares Held
537,501
-9.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79.00320185450818.ToString("F0")%
Shared 0.ToString("F0")%
None 20.99679814549182.ToString("F0")%
Common Shares in BKNG Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $4,315,408,978 across 16 Travel Services names. BKNG ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABNB |
Airbnb, Inc.
|
10,426,161 | $1,316,615,604 | |
| 2 | RCL |
Royal Caribbean Cruises Ltd
|
3,108,243 | $855,326,303 | |
| 3 | TCOM |
Trip.com Group Ltd
|
13,107,012 | $652,598,121 | |
| 4 | EXPE |
Expedia Group, Inc.
|
2,011,405 | $464,413,295 | |
| 5 | CCL |
Carnival Corp Ltd.
|
14,361,676 | $371,680,170 | |
| 6 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
8,242,694 | $154,138,372 | |
| 7 | VIK |
Viking Holdings Ltd
|
1,952,562 | $143,474,252 | |
| 8 | MMYT |
MakeMyTrip Ltd
|
3,235,975 | $120,669,501 |
All Filings in BKNG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,522,039 | 537,501 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $127,292,113 | 594,231 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $148,319,234 | 686,756 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $173,272,869 | 748,254 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $132,670,153 | 719,952 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $130,466,726 | 656,480 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $119,785,944 | 710,960 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $72,984,448 | 460,586 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $61,990,158 | 427,179 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $60,617,867 | 427,221 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $48,218,291 | 390,881 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $43,156,344 | 399,547 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,970,643 | 376,739 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $32,485,016 | 402,984 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,677,563 | 299,377 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,788,351 | 311,442 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $20,693,595 | 220,290 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $21,425,212 | 223,251 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,326,493 | 214,065 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,558,675 | 212,042 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $14,716,195 | 157,910 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,358,490 | 183,616 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,515,687 | 139,063 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,794,310 | 122,372 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,382,893 | 118,613 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||