Guru Ownership Trend
Guru Analysis for Booking Holdings Inc. (BKNG)
Booking Holdings Inc. (BKNG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.24 B.
Top institutional holders include Cliff Asness and First Eagle Investment.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 8.46% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $337.5 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 71.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Booking Holdings Inc. (BKNG)
Major holders include Cliff Asness ($909.11 M), First Eagle Investment ($876.32 M), Pat Dorsey ($132.16 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 12.88 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $337.5 M, with 7 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited BKNG. The total reported sell value was $625.94 M.
Yes, 2 managers opened new positions in BKNG, and 5 increased their existing holdings. The total reported buy value was $963.44 M.
