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BKNG —
BOOKING HOLDINGS INC
CUSIP: 09857L108 · Held by 12 superinvestors · Combined value: $8,959,907,724
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 2.1% | $3,920,535,342 | 732,081 | ADD | +56,999 |
| 2 | Ken Griffin | 0.6% | $3,897,684,149 | 727,814 | ADD | +281,879 |
| 3 | Ray Dalio | 1.6% | $431,254,014 | 80,528 | ADD | +2,797 |
| 4 | AKO Capital | 3.5% | $229,213,000 | 42,801 | REDUCE | -21,817 |
| 5 | Francois Rochon | 3.8% | $114,845,052 | 21,445 | ADD | +102 |
| 6 | Jim Simons | 0.2% | $102,160,282 | 19,076 | ADD | +18,968 |
| 7 | Henry Ellenbogen | 0.9% | $97,863,300 | 18,274 | REDUCE | -37,045 |
| 8 | Pat Dorsey | 7.6% | $87,382,920 | 16,317 | REDUCE | -658 |
| 9 | David Rolfe | 5.8% | $31,153,711 | 5,817 | REDUCE | -83 |
| 10 | Steve Mandel | 0.2% | $24,795,178 | 4,630 | REDUCE | -26,521 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | ADD | +56,999 | +8.4% |
| Francois Rochon | ADD | +102 | +0.5% |
| Jim Simons | ADD | +18,968 | +17563.0% |
| Ken Griffin | ADD | +281,879 | +63.2% |
| Ray Dalio | ADD | +2,797 | +3.6% |
| AKO Capital | REDUCE | -21,817 | -33.8% |
| David Rolfe | REDUCE | -83 | -1.4% |
| FPA Queens Road | REDUCE | -9 | -0.3% |
| Henry Ellenbogen | REDUCE | -37,045 | -67.0% |
| Lee Ainslie | REDUCE | -558 | -35.1% |
| Pat Dorsey | REDUCE | -658 | -3.9% |
| Steve Mandel | REDUCE | -26,521 | -85.1% |
| Bill Nygren | SOLD | -46 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +108 | New |
| Lee Ainslie | NEW BUY | +1,588 | New |
| David Rolfe | ADD | +245 | +4.3% |
| Francois Rochon | ADD | +53 | +0.2% |
| Henry Ellenbogen | ADD | +18,013 | +48.3% |
| Ray Dalio | ADD | +1,578 | +2.1% |
| AKO Capital | REDUCE | -4,489 | -6.5% |
| Dodge & Cox | REDUCE | -55,391 | -7.6% |
| FPA Queens Road | REDUCE | -72 | -2.1% |
| Ken Griffin | REDUCE | -123,065 | -21.6% |
| Pat Dorsey | REDUCE | -1,315 | -7.2% |
| Steve Mandel | REDUCE | -28,821 | -48.1% |
| Sarah Ketterer | SOLD | -37 | Exit |
| Yacktman Asset Mgmt | SOLD | -1,115 | Exit |
Who Owns BKNG? Superinvestor Holdings
BOOKING HOLDINGS INC is held by 12 tracked superinvestors, with a combined position value of $9.0 billion . The largest positions are held by Dodge & Cox (2.1% of portfolio), Ken Griffin (0.6% of portfolio), Ray Dalio (1.6% of portfolio).
In the most recent quarter, 5 superinvestors added or initiated positions while 7 reduced or exited.