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 Q4 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.13 B.
Top institutional holders include Cliff Asness and Ray Dalio.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 7.60% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $161.69 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Steve Mandel reduced exposure by 85.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Booking Holdings Inc. (BKNG)
Major holders include Cliff Asness ($953.13 M), Ray Dalio ($431.25 M), Francois Rochon ($114.85 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 6.51 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $161.69 M, with 7 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited BKNG. The total reported sell value was $173.09 M.
Yes, 1 managers opened new positions in BKNG, and 6 increased their existing holdings. The total reported buy value was $334.78 M.
