Booking Holdings Inc. (BKNG)

Sector:Technology
Super Investor Stats:
Ownership count:8
Ownership rank:42
% of all portfolios:0.245%
Hold Price * :$3658.80
History Portfolio Manager Activity Share change % change to portfolio
Q2  2019
Lee Ainslie - Maverick Capital Add 119.96% 48,771 1.33
Dodge & Cox Add 20.84% 117,000 0.32
Polen Capital Management Add 3.37% 8,104 0.07
Wallace Weitz - Weitz Large Cap Equity Fund Add 2.86% 500 0.12
Yacktman Asset Management Add 0.07% 159 0.00
ValueAct Capital Buy 35,000 0.69
David Rolfe - Wedgewood Partners Reduce 16.20% 7,284 1.16
Thomas Gayner - Markel Group Reduce 20.00% 50 0.00
Chase Coleman - Tiger Global Management Sell 100.00% 283,507 2.73
Viking Global Investors Sell 100.00% 59,671 0.60
Q1  2019
Lee Ainslie - Maverick Capital Add 964.29% 36,836 0.85
Wallace Weitz - Weitz Large Cap Equity Fund Add 118.75% 9,500 2.26
Dodge & Cox Add 5.43% 28,900 0.07
Yacktman Asset Management Buy 212,670 4.58
Stephen Mandel - Lone Pine Capital Reduce 9.08% 32,100 0.33
David Rolfe - Wedgewood Partners Reduce 19.83% 11,126 1.42
Chase Coleman - Tiger Global Management Reduce 37.17% 167,716 1.62
Q4  2018
Wallace Weitz - Weitz Large Cap Equity Fund Add 70.21% 3,300 0.87
David Rolfe - Wedgewood Partners Add 2.85% 1,552 0.18
Stephen Mandel - Lone Pine Capital Buy 353,496 4.12
Ruane Cunniff - Sequoia Fund Reduce 1.02% 661 0.03
Dodge & Cox Reduce 3.23% 17,755 0.05
Lee Ainslie - Maverick Capital Reduce 12.28% 535 0.01
Q3  2018
Dodge & Cox Add 35.36% 143,755 0.39
Thomas Gayner - Markel Group Add 8.70% 20 0.00
Lee Ainslie - Maverick Capital Add 1.23% 53 0.00
Ruane Cunniff - Sequoia Fund Reduce 3.43% 2,291 0.12
David Rolfe - Wedgewood Partners Reduce 7.48% 4,407 0.44
Stephen Mandel - Lone Pine Capital Sell 100.00% 531,060 5.69
Francois Rochon - Giverny Capital Sell 100.00% 50 0.01
Q2  2018
Thomas Gayner - Markel Group Add 9.52% 20 0.00
Stephen Mandel - Lone Pine Capital Add 4.57% 23,213 0.25
Francois Rochon - Giverny Capital Buy 50 0.01
Dodge & Cox Reduce 6.83% 29,800 0.09
David Rolfe - Wedgewood Partners Reduce 11.46% 7,630 0.78
Lee Ainslie - Maverick Capital Reduce 20.45% 1,106 0.03
Q1  2018
Lee Ainslie - Maverick Capital Add 27.82% 1,177 0.03
Thomas Gayner - Markel Group Add 5.00% 10 0.00
Ruane Cunniff - Sequoia Fund Reduce 0.01% 8 0.00
Dodge & Cox Reduce 3.66% 16,600 0.05
Stephen Mandel - Lone Pine Capital Reduce 7.99% 44,081 0.46
David Rolfe - Wedgewood Partners Reduce 13.81% 10,665 1.02
Q4  2017
Lee Ainslie - Maverick Capital Add 68.30% 1,717 0.04
Stephen Mandel - Lone Pine Capital Add 35.47% 144,519 1.31
Dodge & Cox Add 1.71% 7,600 0.02
Wallace Weitz - Weitz Large Cap Equity Fund Buy 4,700 1.16
David Rolfe - Wedgewood Partners Reduce 16.13% 14,853 1.04
Q3  2017
Lee Ainslie - Maverick Capital Add 13.40% 297 0.01
Stephen Mandel - Lone Pine Capital Buy 407,409 3.67
Dodge & Cox Reduce 1.76% 8,000 0.02
David Rolfe - Wedgewood Partners Reduce 23.06% 27,605 1.72
Q2  2017
Ruane Cunniff - Sequoia Fund Add 44.04% 20,445 1.01
Lee Ainslie - Maverick Capital Add 33.23% 553 0.01
Dodge & Cox Reduce 3.20% 15,000 0.04
David Rolfe - Wedgewood Partners Reduce 18.36% 26,927 1.54
Stephen Mandel - Lone Pine Capital Sell 100.00% 297,090 2.78
Q1  2017
Dodge & Cox Add 2.18% 10,000 0.03
Ruane Cunniff - Sequoia Fund Buy 46,423 2.19
Stephen Mandel - Lone Pine Capital Reduce 2.42% 7,381 0.07
David Rolfe - Wedgewood Partners Reduce 20.71% 38,298 1.76
Lee Ainslie - Maverick Capital Reduce 99.48% 316,188 7.60
Q4  2016
Dodge & Cox Reduce 0.43% 2,000 0.00
David Rolfe - Wedgewood Partners Reduce 15.75% 34,558 1.24
Lee Ainslie - Maverick Capital Reduce 22.23% 90,850 1.73
Stephen Mandel - Lone Pine Capital Reduce 47.02% 270,212 2.08
Q3  2016
Dodge & Cox Add 19.31% 74,500 0.20
Lee Ainslie - Maverick Capital Add 8.58% 32,283 0.57
David Rolfe - Wedgewood Partners Reduce 13.31% 33,702 1.04
Stephen Mandel - Lone Pine Capital Reduce 48.72% 546,075 3.59
Q2  2016
Lee Ainslie - Maverick Capital Add 43.34% 113,807 1.93
Stephen Mandel - Lone Pine Capital Add 41.57% 329,121 1.90
Thomas Gayner - Markel Group Buy 200 0.01
Dodge & Cox Reduce 1.28% 5,000 0.01
David Rolfe - Wedgewood Partners Reduce 9.76% 27,395 0.69
Q1  2016
Lee Ainslie - Maverick Capital Add 20273.31% 261,323 5.33
David Rolfe - Wedgewood Partners Add 21.47% 49,591 1.16
Stephen Mandel - Lone Pine Capital Reduce 5.13% 42,784 0.28
David Tepper - Appaloosa Management Sell 100.00% 110,010 3.24
Q4  2015
David Tepper - Appaloosa Management Add 12.26% 12,010 0.35
Dodge & Cox Reduce 0.28% 1,100 0.00
David Rolfe - Wedgewood Partners Reduce 10.51% 27,115 0.59
Stephen Mandel - Lone Pine Capital Reduce 15.91% 157,831 0.90
Lee Ainslie - Maverick Capital Reduce 97.91% 60,320 0.94
Leon Cooperman Sell 100.00% 115,025 2.87
Q3  2015
Leon Cooperman Add 11.23% 11,610 0.29
David Rolfe - Wedgewood Partners Add 5.76% 14,060 0.25
Dodge & Cox Reduce 2.49% 10,000 0.02
Stephen Mandel - Lone Pine Capital Reduce 16.74% 199,542 1.10
David Tepper - Appaloosa Management Reduce 57.31% 131,539 5.79
Lee Ainslie - Maverick Capital Reduce 83.04% 301,737 6.42
Q2  2015
David Rolfe - Wedgewood Partners Add 5.13% 11,899 0.18
Lee Ainslie - Maverick Capital Add 2.08% 7,395 0.13
Leon Cooperman Buy 103,415 1.92
Dodge & Cox Buy 402,000 0.78
Stephen Mandel - Lone Pine Capital Reduce 10.38% 137,981 0.71
David Tepper - Appaloosa Management Reduce 25.47% 78,435 2.24
Q1  2015
Lee Ainslie - Maverick Capital Add 220.68% 244,951 4.59
David Rolfe - Wedgewood Partners Add 4.34% 9,665 0.15
David Tepper - Appaloosa Management Reduce 2.81% 8,900 0.25
Stephen Mandel - Lone Pine Capital Reduce 4.90% 68,458 0.34

* "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.