Booking Holdings Inc. (BKNG)

Sector:Technology
Super Investor Stats:
Ownership count:7
Ownership rank:48
% of all portfolios:0.294%
Hold Price * :$3897.07
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Yacktman Asset Management Reduce 9.09% 3,498 0.15
Q2  2024
AKO Capital Add 0.59% 502 0.03
Stephen Mandel - Lone Pine Capital Add 0.85% 883 0.03
John Armitage - Egerton Capital Add 37.50% 30,306 1.21
Francois Rochon - Giverny Capital Add 77.11% 8,709 1.46
David Rolfe - Wedgewood Partners Reduce 2.29% 144 0.10
Yacktman Asset Management Reduce 1.91% 748 0.03
Lee Ainslie - Maverick Capital Sell 100.00% 252 0.02
Q1  2024
Francois Rochon - Giverny Capital Buy 11,294 1.66
Lee Ainslie - Maverick Capital Reduce 46.84% 222 0.02
Stephen Mandel - Lone Pine Capital Reduce 31.61% 48,207 1.38
AKO Capital Reduce 26.16% 30,360 1.56
John Armitage - Egerton Capital Reduce 25.03% 26,982 0.94
Yacktman Asset Management Reduce 15.89% 7,409 0.24
David Rolfe - Wedgewood Partners Reduce 1.95% 125 0.09
Michael Burry - Scion Asset Management Sell 100.00% 1,250 4.69
Q4  2023
Stephen Mandel - Lone Pine Capital Add 2.04% 3,052 0.09
Lee Ainslie - Maverick Capital Add 2.16% 10 0.00
Yacktman Asset Management Reduce 19.11% 11,016 0.36
Michael Burry - Scion Asset Management Reduce 16.67% 250 0.94
John Armitage - Egerton Capital Reduce 12.06% 14,783 0.57
AKO Capital Reduce 11.51% 15,098 0.76
David Rolfe - Wedgewood Partners Reduce 2.31% 152 0.12
Bill & Melinda Gates Foundation Trust Sell 100.00% 1,650 0.01
Richard Pzena - Hancock Classic Value Sell 100.00% 14,124 2.96
Q3  2023
Dodge & Cox Add 0.53% 2,100 0.01
Bill & Melinda Gates Foundation Trust Buy 1,650 0.01
Lee Ainslie - Maverick Capital Buy 464 0.03
Michael Burry - Scion Asset Management Buy 1,500 10.54
Yacktman Asset Management Reduce 51.17% 60,403 1.83
AKO Capital Reduce 37.74% 79,491 4.00
Stephen Mandel - Lone Pine Capital Reduce 29.02% 61,101 1.82
David Rolfe - Wedgewood Partners Reduce 28.11% 2,567 1.89
John Armitage - Egerton Capital Reduce 3.61% 4,595 0.16
David Katz - Matrix Asset Advisors Sell 100.00% 5,173 1.92
Q2  2023
David Rolfe - Wedgewood Partners Add 2.57% 229 0.10
Stephen Mandel - Lone Pine Capital Add 2.91% 5,950 0.15
John Armitage - Egerton Capital Add 75.32% 54,638 1.52
AKO Capital Reduce 39.02% 134,802 5.50
Richard Pzena - Hancock Classic Value Reduce 24.52% 4,588 0.82
Yacktman Asset Management Reduce 18.64% 27,053 0.69
David Katz - Matrix Asset Advisors Reduce 2.30% 122 0.05
Dodge & Cox Reduce 1.24% 5,000 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 461 0.03
Q1  2023
David Rolfe - Wedgewood Partners Add 1.84% 161 0.07
Lee Ainslie - Maverick Capital Add 104.89% 236 0.02
John Armitage - Egerton Capital Reduce 66.54% 144,275 4.14
Richard Pzena - Hancock Classic Value Reduce 17.87% 4,071 0.73
AKO Capital Reduce 7.21% 26,833 1.08
Stephen Mandel - Lone Pine Capital Reduce 7.16% 15,775 0.39
Yacktman Asset Management Reduce 5.45% 8,364 0.22
David Katz - Matrix Asset Advisors Reduce 3.04% 166 0.06
Robert Olstein - Olstein Capital Management Sell 100.00% 3,350 1.06
Q4  2022
AKO Capital Add 1.47% 5,403 0.18
John Armitage - Egerton Capital Add 3.59% 7,507 0.13
Lee Ainslie - Maverick Capital Add 12.50% 25 0.00
Richard Pzena - Hancock Classic Value Add 31.64% 5,476 0.67
Robert Olstein - Olstein Capital Management Reduce 20.24% 850 0.27
Stephen Mandel - Lone Pine Capital Reduce 13.09% 33,195 0.64
David Rolfe - Wedgewood Partners Reduce 5.70% 528 0.20
Dodge & Cox Reduce 2.97% 12,400 0.03
Yacktman Asset Management Reduce 1.83% 2,864 0.06
David Katz - Matrix Asset Advisors Reduce 0.46% 25 0.01
Q3  2022
Dodge & Cox Add 0.18% 750 0.00
Yacktman Asset Management Add 0.65% 1,014 0.02
AKO Capital Add 6.26% 21,609 0.59
Stephen Mandel - Lone Pine Capital Add 6.92% 16,409 0.25
Robert Olstein - Olstein Capital Management Add 10.53% 400 0.11
David Katz - Matrix Asset Advisors Add 30.62% 1,286 0.35
John Armitage - Egerton Capital Add 91.68% 100,111 1.28
Lee Ainslie - Maverick Capital Buy 200 0.01
Richard Pzena - Hancock Classic Value Reduce 8.95% 1,702 0.15
David Rolfe - Wedgewood Partners Reduce 5.48% 537 0.17
Steven Romick - FPA Crescent Fund Sell 100.00% 1,157 0.04
Viking Global Investors Sell 100.00% 89,251 0.72
Bill Nygren - Oakmark Select Fund Sell 100.00% 78,800 3.29
Q2  2022
David Rolfe - Wedgewood Partners Add 0.67% 65 0.02
Robert Olstein - Olstein Capital Management Add 16.92% 550 0.14
Richard Pzena - Hancock Classic Value Add 41.05% 5,532 0.44
Viking Global Investors Add 64.57% 35,017 0.28
Steven Romick - FPA Crescent Fund Buy 1,157 0.04
David Katz - Matrix Asset Advisors Buy 4,200 1.13
John Armitage - Egerton Capital Buy 109,200 1.29
Stephen Mandel - Lone Pine Capital Buy 237,161 3.91
AKO Capital Reduce 10.88% 42,160 1.03
Dodge & Cox Reduce 5.04% 22,100 0.05
Bill Nygren - Oakmark Select Fund Reduce 3.90% 3,200 0.13
Yacktman Asset Management Reduce 0.20% 310 0.01
Polen Capital Management Sell 100.00% 134 0.00
Michael Burry - Scion Asset Management Sell 100.00% 8,000 11.36
Q1  2022
Robert Olstein - Olstein Capital Management Add 4.84% 150 0.04
Dodge & Cox Add 5.08% 21,200 0.05
Richard Pzena - Hancock Classic Value Add 8.44% 1,049 0.08
David Rolfe - Wedgewood Partners Add 10.10% 894 0.30
Michael Burry - Scion Asset Management Buy 8,000 11.36
Viking Global Investors Reduce 57.72% 74,044 0.71
AKO Capital Reduce 25.99% 136,055 3.45
Yacktman Asset Management Reduce 0.89% 1,401 0.03
First Eagle Investment Management Sell 100.00% 225,179 1.36
Q4  2021
Robert Olstein - Olstein Capital Management Add 13.76% 375 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.