Booking Holdings Inc. (BKNG)

Sector:Technology
Super Investor Stats:
Ownership count:8
Ownership rank:42
% of all portfolios:0.339%
Hold Price * :$3592.46
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Lee Ainslie - Maverick Capital Add 2.16% 10 0.00
Stephen Mandel - Lone Pine Capital Add 2.04% 3,052 0.09
Q3  2023
Dodge & Cox Add 0.53% 2,100 0.01
Michael Burry - Scion Asset Management Buy 1,500 10.54
Lee Ainslie - Maverick Capital Buy 464 0.03
Bill & Melinda Gates Foundation Trust Buy 1,650 0.01
Q2  2023
John Armitage - Egerton Capital Add 75.32% 54,638 1.52
Stephen Mandel - Lone Pine Capital Add 2.91% 5,950 0.15
David Rolfe - Wedgewood Partners Add 2.57% 229 0.10
Q1  2023
Lee Ainslie - Maverick Capital Add 104.89% 236 0.02
David Rolfe - Wedgewood Partners Add 1.84% 161 0.07
Q4  2022
Richard Pzena - Hancock Classic Value Add 31.64% 5,476 0.67
Lee Ainslie - Maverick Capital Add 12.50% 25 0.00
John Armitage - Egerton Capital Add 3.59% 7,507 0.13
AKO Capital Add 1.47% 5,403 0.18
Q3  2022
John Armitage - Egerton Capital Add 91.68% 100,111 1.28
David Katz - Matrix Asset Advisors Add 30.62% 1,286 0.35
Robert Olstein - Olstein Capital Management Add 10.53% 400 0.11
Stephen Mandel - Lone Pine Capital Add 6.92% 16,409 0.25
AKO Capital Add 6.26% 21,609 0.59
Yacktman Asset Management Add 0.65% 1,014 0.02
Dodge & Cox Add 0.18% 750 0.00
Lee Ainslie - Maverick Capital Buy 200 0.01
Q2  2022
Viking Global Investors Add 64.57% 35,017 0.28
Richard Pzena - Hancock Classic Value Add 41.05% 5,532 0.44
Robert Olstein - Olstein Capital Management Add 16.92% 550 0.14
David Rolfe - Wedgewood Partners Add 0.67% 65 0.02
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
Steven Romick - FPA Crescent Fund Buy 1,157 0.04
Q1  2022
David Rolfe - Wedgewood Partners Add 10.10% 894 0.30
Richard Pzena - Hancock Classic Value Add 8.44% 1,049 0.08
Dodge & Cox Add 5.08% 21,200 0.05
Robert Olstein - Olstein Capital Management Add 4.84% 150 0.04
Michael Burry - Scion Asset Management Buy 8,000 11.36
Q4  2021
David Rolfe - Wedgewood Partners Add 38.18% 2,445 0.78
AKO Capital Add 36.53% 140,070 3.27
Robert Olstein - Olstein Capital Management Add 13.76% 375 0.11
Q3  2021
AKO Capital Add 57.37% 139,771 3.44
Viking Global Investors Add 49.18% 44,310 0.29
Richard Pzena - Hancock Classic Value Add 21.21% 2,175 0.18
Robert Olstein - Olstein Capital Management Add 21.11% 475 0.14
Lee Ainslie - Maverick Capital Add 12.09% 128 0.00
David Rolfe - Wedgewood Partners Add 1.78% 112 0.04
Polen Capital Management Buy 134 0.00
Q2  2021
Lee Ainslie - Maverick Capital Add 498.31% 882 0.02
David Rolfe - Wedgewood Partners Add 16.50% 891 0.28
Richard Pzena - Hancock Classic Value Add 10.01% 933 0.08
Viking Global Investors Buy 90,093 0.60
Q1  2021
Lee Ainslie - Maverick Capital Add 25.53% 36 0.00
Robert Olstein - Olstein Capital Management Add 4.65% 100 0.03
Richard Pzena - Hancock Classic Value Add 3.62% 326 0.03
Yacktman Asset Management Add 1.19% 1,946 0.05
First Eagle Investment Management Add 0.07% 172 0.00
David Rolfe - Wedgewood Partners Buy 5,401 1.94
Q4  2020
AKO Capital Add 155.30% 166,904 4.79
Q3  2020
Harry Burn - Sound Shore Add 144.86% 9,155 1.52
Viking Global Investors Add 71.86% 145,701 0.90
AKO Capital Add 2.27% 2,384 0.06
First Eagle Investment Management Add 1.89% 4,424 0.02
John Armitage - Egerton Capital Buy 150,726 1.59
Richard Pzena - Hancock Classic Value Buy 8,994 1.13
Q2  2020
AKO Capital Add 112.54% 55,643 1.55
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
Stephen Mandel - Lone Pine Capital Buy 596,133 4.88
Harry Burn - Sound Shore Buy 6,320 1.01
Q1  2020
Thomas Gayner - Markel Asset Management Add 105.00% 210 0.01
Robert Olstein - Olstein Capital Management Add 63.16% 1,200 0.35
Viking Global Investors Add 46.42% 59,268 0.42
First Eagle Investment Management Add 23.06% 43,629 0.21
Ruane Cunniff - Sequoia Fund Add 21.19% 12,546 0.58
Dodge & Cox Add 11.55% 78,400 0.21
Yacktman Asset Management Add 0.30% 646 0.01
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
Q4  2019
Robert Olstein - Olstein Capital Management Add 280.00% 1,400 0.44
First Eagle Investment Management Add 22.34% 34,552 0.19
Polen Capital Management Add 2.39% 6,226 0.05
Viking Global Investors Buy 127,676 1.23
Q3  2019
Polen Capital Management Add 4.94% 12,295 0.11
Yacktman Asset Management Add 0.02% 44 0.00
Robert Olstein - Olstein Capital Management Buy 500 0.15
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
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
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

* "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.