Booking Holdings Inc. (BKNG)

Sector:Technology
Super Investor Stats:
Ownership count:8
Ownership rank:42
% of all portfolios:0.241%
Hold Price * :$3668.60
History Portfolio Manager Activity Share change % change to portfolio
Q3  2021
AKO Capital Add 57.37% 139,771 3.44
Steven Romick - FPA Crescent Fund Reduce 63.84% 23,932 0.79
Viking Global Investors Add 49.18% 44,310 0.29
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 3,500 0.25
Richard Pzena - Hancock Classic Value Add 21.21% 2,175 0.18
Robert Olstein - Olstein Capital Management Add 21.11% 475 0.14
David Rolfe - Wedgewood Partners Add 1.78% 112 0.04
Yacktman Asset Management Reduce 0.49% 774 0.02
First Eagle Investment Management Reduce 1.76% 4,081 0.02
Lee Ainslie - Maverick Capital Add 12.09% 128 0.00
Polen Capital Management Buy 134 0.00
Q2  2021
Harry Burn - Sound Shore Sell 100.00% 10,255 2.00
Steven Romick - FPA Crescent Fund Reduce 44.53% 30,094 0.85
AKO Capital Reduce 11.11% 30,452 0.75
Viking Global Investors Buy 90,093 0.60
David Rolfe - Wedgewood Partners Add 16.50% 891 0.28
Prem Watsa - Fairfax Financial Holdings Reduce 46.15% 3,000 0.21
Yacktman Asset Management Reduce 4.29% 7,110 0.15
Richard Pzena - Hancock Classic Value Add 10.01% 933 0.08
Lee Ainslie - Maverick Capital Add 498.31% 882 0.02
First Eagle Investment Management Reduce 1.46% 3,439 0.02
Q1  2021
David Rolfe - Wedgewood Partners Buy 5,401 1.94
Viking Global Investors Sell 100.00% 188,281 1.15
Steven Romick - FPA Crescent Fund Reduce 22.55% 19,680 0.64
Harry Burn - Sound Shore Reduce 20.35% 2,620 0.51
Dodge & Cox Reduce 16.98% 89,420 0.27
Yacktman Asset Management Add 1.19% 1,946 0.05
Robert Olstein - Olstein Capital Management Add 4.65% 100 0.03
Richard Pzena - Hancock Classic Value Add 3.62% 326 0.03
AKO Capital Reduce 0.10% 273 0.01
Lee Ainslie - Maverick Capital Add 25.53% 36 0.00
First Eagle Investment Management Add 0.07% 172 0.00
Q4  2020
AKO Capital Add 155.30% 166,904 4.79
John Armitage - Egerton Capital Sell 100.00% 150,726 1.59
Viking Global Investors Reduce 45.97% 160,167 0.98
Harry Burn - Sound Shore Reduce 16.80% 2,600 0.51
Stephen Mandel - Lone Pine Capital Sell 100.00% 58,920 0.43
Robert Olstein - Olstein Capital Management Reduce 30.65% 950 0.34
Yacktman Asset Management Reduce 1.21% 2,004 0.06
Lee Ainslie - Maverick Capital Reduce 79.14% 535 0.04
Dodge & Cox Reduce 1.92% 10,300 0.03
First Eagle Investment Management Reduce 1.26% 2,997 0.02
Christopher Davis - Davis Advisors Sell 100.00% 129 0.00
Q3  2020
Stephen Mandel - Lone Pine Capital Reduce 90.12% 537,213 3.92
John Armitage - Egerton Capital Buy 150,726 1.59
Harry Burn - Sound Shore Add 144.86% 9,155 1.52
Richard Pzena - Hancock Classic Value Buy 8,994 1.13
Viking Global Investors Add 71.86% 145,701 0.90
Bill Nygren - Oakmark Select Fund Reduce 13.68% 13,000 0.67
Steven Romick - FPA Crescent Fund Reduce 17.75% 18,834 0.48
Dodge & Cox Reduce 16.37% 105,100 0.30
Yacktman Asset Management Reduce 2.51% 4,267 0.11
AKO Capital Add 2.27% 2,384 0.06
First Eagle Investment Management Add 1.89% 4,424 0.02
Lee Ainslie - Maverick Capital Reduce 53.98% 793 0.02
Q2  2020
Stephen Mandel - Lone Pine Capital Buy 596,133 4.88
David Rolfe - Wedgewood Partners Sell 100.00% 13,547 3.46
Ruane Cunniff - Sequoia Fund Sell 100.00% 71,748 3.32
AKO Capital Add 112.54% 55,643 1.55
Yacktman Asset Management Reduce 20.09% 42,755 1.09
Harry Burn - Sound Shore Buy 6,320 1.01
Dodge & Cox Reduce 15.17% 114,800 0.31
Steven Romick - FPA Crescent Fund Add 11.45% 10,902 0.25
Viking Global Investors Add 8.45% 15,803 0.11
First Eagle Investment Management Add 0.47% 1,106 0.01
Thomas Gayner - Markel Group Sell 100.00% 410 0.01
Lee Ainslie - Maverick Capital Reduce 3.42% 52 0.00
Christopher Davis - Davis Advisors Reduce 99.73% 47,676 0.00
Polen Capital Management Sell 100.00% 456 0.00
Q1  2020
David Rolfe - Wedgewood Partners Reduce 58.75% 19,292 4.93
Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 18,000 4.54
Bill Nygren - Oakmark Select Fund Buy 95,000 4.22
Steven Romick - FPA Crescent Fund Buy 95,194 1.91
AKO Capital Buy 49,443 1.40
Prem Watsa - Fairfax Financial Holdings Buy 6,500 0.61
Ruane Cunniff - Sequoia Fund Add 21.19% 12,546 0.58
Viking Global Investors Add 46.42% 59,268 0.42
Robert Olstein - Olstein Capital Management Add 63.16% 1,200 0.35
First Eagle Investment Management Add 23.06% 43,629 0.21
Dodge & Cox Add 11.55% 78,400 0.21
Lee Ainslie - Maverick Capital Reduce 36.55% 876 0.02
Thomas Gayner - Markel Group Add 105.00% 210 0.01
Yacktman Asset Management Add 0.30% 646 0.01
Christopher Davis - Davis Advisors Reduce 1.63% 790 0.01
Polen Capital Management Reduce 99.83% 266,758 0.00
Q4  2019
Stephen Mandel - Lone Pine Capital Sell 100.00% 211,257 2.44
Lee Ainslie - Maverick Capital Reduce 96.42% 64,635 1.89
Viking Global Investors Buy 127,676 1.23
David Rolfe - Wedgewood Partners Reduce 6.65% 2,340 0.49
Robert Olstein - Olstein Capital Management Add 280.00% 1,400 0.44
Ruane Cunniff - Sequoia Fund Reduce 7.36% 4,706 0.25
First Eagle Investment Management Add 22.34% 34,552 0.19
Polen Capital Management Add 2.39% 6,226 0.05
Yacktman Asset Management Reduce 0.33% 711 0.02
Q3  2019
Stephen Mandel - Lone Pine Capital Reduce 34.27% 110,139 1.27
ValueAct Capital Sell 100.00% 35,000 0.69
Lee Ainslie - Maverick Capital Reduce 25.04% 22,395 0.64
David Rolfe - Wedgewood Partners Reduce 6.64% 2,504 0.44
Robert Olstein - Olstein Capital Management Buy 500 0.15
Polen Capital Management Add 4.94% 12,295 0.11

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.