Booking Holdings Inc. (BKNG)

Sector:Technology
Super Investor Stats:
Ownership count:7
Ownership rank:44
% of all portfolios:0.267%
Hold Price * :$4414.65
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ John Armitage - Egerton Capital Reduce 42.13% 46,815 1.99
≡ Stephen Mandel - Lone Pine Capital Reduce 27.35% 28,763 0.90
≡ AKO Capital Reduce 12.33% 10,626 0.58
≡ Yacktman Asset Management Reduce 9.09% 3,498 0.15
≡ Francois Rochon - Giverny Capital Add 2.56% 512 0.08
≡ David Rolfe - Wedgewood Partners Reduce 0.94% 58 0.05
Q2  2024
≡ Francois Rochon - Giverny Capital Add 77.11% 8,709 1.46
≡ John Armitage - Egerton Capital Add 37.50% 30,306 1.21
≡ David Rolfe - Wedgewood Partners Reduce 2.29% 144 0.10
≡ Stephen Mandel - Lone Pine Capital Add 0.85% 883 0.03
≡ AKO Capital Add 0.59% 502 0.03
≡ Yacktman Asset Management Reduce 1.91% 748 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 252 0.02
Q1  2024
≡ Michael Burry - Scion Asset Management Sell 100.00% 1,250 4.69
≡ Francois Rochon - Giverny Capital Buy 11,294 1.66
≡ AKO Capital Reduce 26.16% 30,360 1.56
≡ Stephen Mandel - Lone Pine Capital Reduce 31.61% 48,207 1.38
≡ 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
≡ Lee Ainslie - Maverick Capital Reduce 46.84% 222 0.02
Q4  2023
≡ Richard Pzena - Hancock Classic Value Sell 100.00% 14,124 2.96
≡ Michael Burry - Scion Asset Management Reduce 16.67% 250 0.94
≡ AKO Capital Reduce 11.51% 15,098 0.76
≡ John Armitage - Egerton Capital Reduce 12.06% 14,783 0.57
≡ Yacktman Asset Management Reduce 19.11% 11,016 0.36
≡ David Rolfe - Wedgewood Partners Reduce 2.31% 152 0.12
≡ Stephen Mandel - Lone Pine Capital Add 2.04% 3,052 0.09
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 1,650 0.01
≡ Lee Ainslie - Maverick Capital Add 2.16% 10 0.00
Q3  2023
≡ Michael Burry - Scion Asset Management Buy 1,500 10.54
≡ AKO Capital Reduce 37.74% 79,491 4.00
≡ David Katz - Matrix Asset Advisors Sell 100.00% 5,173 1.92
≡ David Rolfe - Wedgewood Partners Reduce 28.11% 2,567 1.89
≡ Yacktman Asset Management Reduce 51.17% 60,403 1.83
≡ Stephen Mandel - Lone Pine Capital Reduce 29.02% 61,101 1.82
≡ John Armitage - Egerton Capital Reduce 3.61% 4,595 0.16
≡ Lee Ainslie - Maverick Capital Buy 464 0.03
≡ Dodge & Cox Add 0.53% 2,100 0.01
≡ Bill & Melinda Gates Foundation Trust Buy 1,650 0.01
Q2  2023
≡ AKO Capital Reduce 39.02% 134,802 5.50
≡ John Armitage - Egerton Capital Add 75.32% 54,638 1.52
≡ Richard Pzena - Hancock Classic Value Reduce 24.52% 4,588 0.82
≡ Yacktman Asset Management Reduce 18.64% 27,053 0.69
≡ Stephen Mandel - Lone Pine Capital Add 2.91% 5,950 0.15
≡ David Rolfe - Wedgewood Partners Add 2.57% 229 0.10
≡ David Katz - Matrix Asset Advisors Reduce 2.30% 122 0.05
≡ Lee Ainslie - Maverick Capital Sell 100.00% 461 0.03
≡ Dodge & Cox Reduce 1.24% 5,000 0.01
Q1  2023
≡ John Armitage - Egerton Capital Reduce 66.54% 144,275 4.14
≡ AKO Capital Reduce 7.21% 26,833 1.08
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 3,350 1.06
≡ Richard Pzena - Hancock Classic Value Reduce 17.87% 4,071 0.73
≡ Stephen Mandel - Lone Pine Capital Reduce 7.16% 15,775 0.39
≡ Yacktman Asset Management Reduce 5.45% 8,364 0.22
≡ David Rolfe - Wedgewood Partners Add 1.84% 161 0.07
≡ David Katz - Matrix Asset Advisors Reduce 3.04% 166 0.06
≡ Lee Ainslie - Maverick Capital Add 104.89% 236 0.02
Q4  2022
≡ Richard Pzena - Hancock Classic Value Add 31.64% 5,476 0.67
≡ Stephen Mandel - Lone Pine Capital Reduce 13.09% 33,195 0.64
≡ Robert Olstein - Olstein Capital Management Reduce 20.24% 850 0.27
≡ David Rolfe - Wedgewood Partners Reduce 5.70% 528 0.20
≡ AKO Capital Add 1.47% 5,403 0.18
≡ John Armitage - Egerton Capital Add 3.59% 7,507 0.13
≡ Yacktman Asset Management Reduce 1.83% 2,864 0.06
≡ Dodge & Cox Reduce 2.97% 12,400 0.03
≡ David Katz - Matrix Asset Advisors Reduce 0.46% 25 0.01
≡ Lee Ainslie - Maverick Capital Add 12.50% 25 0.00
Q3  2022
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 78,800 3.29
≡ John Armitage - Egerton Capital Add 91.68% 100,111 1.28
≡ Viking Global Investors Sell 100.00% 89,251 0.72
≡ AKO Capital Add 6.26% 21,609 0.59
≡ David Katz - Matrix Asset Advisors Add 30.62% 1,286 0.35
≡ Stephen Mandel - Lone Pine Capital Add 6.92% 16,409 0.25
≡ David Rolfe - Wedgewood Partners Reduce 5.48% 537 0.17
≡ Richard Pzena - Hancock Classic Value Reduce 8.95% 1,702 0.15
≡ Robert Olstein - Olstein Capital Management Add 10.53% 400 0.11
≡ Steven Romick - FPA Crescent Fund Sell 100.00% 1,157 0.04
≡ Yacktman Asset Management Add 0.65% 1,014 0.02
≡ Lee Ainslie - Maverick Capital Buy 200 0.01
≡ Dodge & Cox Add 0.18% 750 0.00
Q2  2022
≡ Michael Burry - Scion Asset Management Sell 100.00% 8,000 11.36
≡ Stephen Mandel - Lone Pine Capital Buy 237,161 3.91
≡ John Armitage - Egerton Capital Buy 109,200 1.29
≡ David Katz - Matrix Asset Advisors Buy 4,200 1.13
≡ AKO Capital Reduce 10.88% 42,160 1.03
≡ Richard Pzena - Hancock Classic Value Add 41.05% 5,532 0.44
≡ Viking Global Investors Add 64.57% 35,017 0.28
≡ Robert Olstein - Olstein Capital Management Add 16.92% 550 0.14
≡ Bill Nygren - Oakmark Select Fund Reduce 3.90% 3,200 0.13
≡ Dodge & Cox Reduce 5.04% 22,100 0.05
≡ Steven Romick - FPA Crescent Fund Buy 1,157 0.04
≡ David Rolfe - Wedgewood Partners Add 0.67% 65 0.02
≡ Yacktman Asset Management Reduce 0.20% 310 0.01
≡ Polen Capital Management Sell 100.00% 134 0.00
Q1  2022
≡ Michael Burry - Scion Asset Management Buy 8,000 11.36
≡ AKO Capital Reduce 25.99% 136,055 3.45
≡ First Eagle Investment Management Sell 100.00% 225,179 1.36
≡ Viking Global Investors Reduce 57.72% 74,044 0.71
≡ David Rolfe - Wedgewood Partners Add 10.10% 894 0.30

* "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.