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
Q1  2024
Yacktman Asset Management Reduce 15.89% 7,409 0.24
Q4  2023
David Rolfe - Wedgewood Partners Reduce 2.31% 152 0.12
AKO Capital Reduce 11.51% 15,098 0.76
John Armitage - Egerton Capital Reduce 12.06% 14,783 0.57
Michael Burry - Scion Asset Management Reduce 16.67% 250 0.94
Yacktman Asset Management Reduce 19.11% 11,016 0.36
Richard Pzena - Hancock Classic Value Sell 100.00% 14,124 2.96
Bill & Melinda Gates Foundation Trust Sell 100.00% 1,650 0.01
Q3  2023
John Armitage - Egerton Capital Reduce 3.61% 4,595 0.16
David Rolfe - Wedgewood Partners Reduce 28.11% 2,567 1.89
Stephen Mandel - Lone Pine Capital Reduce 29.02% 61,101 1.82
AKO Capital Reduce 37.74% 79,491 4.00
Yacktman Asset Management Reduce 51.17% 60,403 1.83
David Katz - Matrix Asset Advisors Sell 100.00% 5,173 1.92
Q2  2023
Dodge & Cox Reduce 1.24% 5,000 0.01
David Katz - Matrix Asset Advisors Reduce 2.30% 122 0.05
Yacktman Asset Management Reduce 18.64% 27,053 0.69
Richard Pzena - Hancock Classic Value Reduce 24.52% 4,588 0.82
AKO Capital Reduce 39.02% 134,802 5.50
Lee Ainslie - Maverick Capital Sell 100.00% 461 0.03
Q1  2023
David Katz - Matrix Asset Advisors Reduce 3.04% 166 0.06
Yacktman Asset Management Reduce 5.45% 8,364 0.22
Stephen Mandel - Lone Pine Capital Reduce 7.16% 15,775 0.39
AKO Capital Reduce 7.21% 26,833 1.08
Richard Pzena - Hancock Classic Value Reduce 17.87% 4,071 0.73
John Armitage - Egerton Capital Reduce 66.54% 144,275 4.14
Robert Olstein - Olstein Capital Management Sell 100.00% 3,350 1.06
Q4  2022
David Katz - Matrix Asset Advisors Reduce 0.46% 25 0.01
Yacktman Asset Management Reduce 1.83% 2,864 0.06
Dodge & Cox Reduce 2.97% 12,400 0.03
David Rolfe - Wedgewood Partners Reduce 5.70% 528 0.20
Stephen Mandel - Lone Pine Capital Reduce 13.09% 33,195 0.64
Robert Olstein - Olstein Capital Management Reduce 20.24% 850 0.27
Q3  2022
David Rolfe - Wedgewood Partners Reduce 5.48% 537 0.17
Richard Pzena - Hancock Classic Value Reduce 8.95% 1,702 0.15
Bill Nygren - Oakmark Select Fund Sell 100.00% 78,800 3.29
Viking Global Investors Sell 100.00% 89,251 0.72
Steven Romick - FPA Crescent Fund Sell 100.00% 1,157 0.04
Q2  2022
Yacktman Asset Management Reduce 0.20% 310 0.01
Bill Nygren - Oakmark Select Fund Reduce 3.90% 3,200 0.13
Dodge & Cox Reduce 5.04% 22,100 0.05
AKO Capital Reduce 10.88% 42,160 1.03
Michael Burry - Scion Asset Management Sell 100.00% 8,000 11.36
Polen Capital Management Sell 100.00% 134 0.00
Q1  2022
Yacktman Asset Management Reduce 0.89% 1,401 0.03
AKO Capital Reduce 25.99% 136,055 3.45
Viking Global Investors Reduce 57.72% 74,044 0.71
First Eagle Investment Management Sell 100.00% 225,179 1.36
Q4  2021
Yacktman Asset Management Reduce 0.52% 817 0.02
First Eagle Investment Management Reduce 1.25% 2,854 0.02
Viking Global Investors Reduce 4.56% 6,125 0.04
Dodge & Cox Reduce 4.60% 20,100 0.05
Steven Romick - FPA Crescent Fund Sell 100.00% 13,556 0.45
Lee Ainslie - Maverick Capital Sell 100.00% 1,187 0.03
Q3  2021
Yacktman Asset Management Reduce 0.49% 774 0.02
First Eagle Investment Management Reduce 1.76% 4,081 0.02
Steven Romick - FPA Crescent Fund Reduce 63.84% 23,932 0.79
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 3,500 0.25
Q2  2021
First Eagle Investment Management Reduce 1.46% 3,439 0.02
Yacktman Asset Management Reduce 4.29% 7,110 0.15
AKO Capital Reduce 11.11% 30,452 0.75
Steven Romick - FPA Crescent Fund Reduce 44.53% 30,094 0.85
Prem Watsa - Fairfax Financial Holdings Reduce 46.15% 3,000 0.21
Harry Burn - Sound Shore Sell 100.00% 10,255 2.00
Q1  2021
AKO Capital Reduce 0.10% 273 0.01
Dodge & Cox Reduce 16.98% 89,420 0.27
Harry Burn - Sound Shore Reduce 20.35% 2,620 0.51
Steven Romick - FPA Crescent Fund Reduce 22.55% 19,680 0.64
Viking Global Investors Sell 100.00% 188,281 1.15
Q4  2020
Yacktman Asset Management Reduce 1.21% 2,004 0.06
First Eagle Investment Management Reduce 1.26% 2,997 0.02
Dodge & Cox Reduce 1.92% 10,300 0.03
Harry Burn - Sound Shore Reduce 16.80% 2,600 0.51
Robert Olstein - Olstein Capital Management Reduce 30.65% 950 0.34
Viking Global Investors Reduce 45.97% 160,167 0.98
Lee Ainslie - Maverick Capital Reduce 79.14% 535 0.04
John Armitage - Egerton Capital Sell 100.00% 150,726 1.59
Stephen Mandel - Lone Pine Capital Sell 100.00% 58,920 0.43
Christopher Davis - Davis Advisors Sell 100.00% 129 0.00
Q3  2020
Yacktman Asset Management Reduce 2.51% 4,267 0.11
Bill Nygren - Oakmark Select Fund Reduce 13.68% 13,000 0.67
Dodge & Cox Reduce 16.37% 105,100 0.30
Steven Romick - FPA Crescent Fund Reduce 17.75% 18,834 0.48
Lee Ainslie - Maverick Capital Reduce 53.98% 793 0.02
Stephen Mandel - Lone Pine Capital Reduce 90.12% 537,213 3.92
Q2  2020
Lee Ainslie - Maverick Capital Reduce 3.42% 52 0.00
Dodge & Cox Reduce 15.17% 114,800 0.31
Yacktman Asset Management Reduce 20.09% 42,755 1.09
Christopher Davis - Davis Advisors Reduce 99.73% 47,676 0.00
David Rolfe - Wedgewood Partners Sell 100.00% 13,547 3.46
Ruane Cunniff - Sequoia Fund Sell 100.00% 71,748 3.32
Thomas Gayner - Markel Asset Management Sell 100.00% 410 0.01
Polen Capital Management Sell 100.00% 456 0.00
Q1  2020
Christopher Davis - Davis Advisors Reduce 1.63% 790 0.01
Lee Ainslie - Maverick Capital Reduce 36.55% 876 0.02
David Rolfe - Wedgewood Partners Reduce 58.75% 19,292 4.93
Polen Capital Management Reduce 99.83% 266,758 0.00
Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 18,000 4.54
Q4  2019
Yacktman Asset Management Reduce 0.33% 711 0.02
David Rolfe - Wedgewood Partners Reduce 6.65% 2,340 0.49

* "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.