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 Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.81 B.
Top institutional holders include Cliff Asness and Francois Rochon.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 5.51% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $286.53 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 270.9%. Conversely, Ray Dalio reduced exposure by 99.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Booking Holdings Inc. (BKNG)
Major holders include Cliff Asness ($1.32 B), Francois Rochon ($88.91 M), Paul Tudor Jones ($80.48 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 11 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $286.53 M, with 7 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited BKNG. The total reported sell value was $470.47 M.
Yes, 2 managers opened new positions in BKNG, and 5 increased their existing holdings. The total reported buy value was $757.01 M.
