BKNG
Booking Holdings Inc
8 super-investors hold BKNG worth a combined $4.98B. The largest position: Pat Dorsey at 5.5% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 35 — ranked #219 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own BKNG
Dodge & Cox anchors the cohort's $5.0B combined position, accounting for the bulk of it at $4.2B, while Pat Dorsey holds the highest conviction at 5.5% of his portfolio. The 2026Q1 activity was mildly negative: Henry Ellenbogen exited entirely and Stephen Mandel trimmed, leaving the owner count at 8 — though the trailing eight-quarter history shows ownership has oscillated narrowly between 5 and 6 managers, suggesting a stable but selective base rather than broad enthusiasm. No manager initiated or added to the stock this quarter. The overall picture is one of steady, concentrated ownership among a small group of long-duration holders, with no signs of accelerating interest.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.3% | 33q | $4.20B | 997,498 |
| 2 | Joel Greenblatt | 0.3% | 31q | $379M | 90,135 |
| 3 | AKO Capital | 4.1% | 25q | $210M | 49,923 |
| 4 | Francois Rochon | 3.3% | 10q | $89M | 21,117 |
| 5 | Pat Dorsey | 5.5% | 5q | $69M | 16,444 |
| 6 | David Rolfe | 4.8% | 30q | $23M | 5,517 |
| 7 | Stephen Mandel | 0.1% | 22q | $10M | 2,405 |
| 8 | Lee Ainslie | <0.1% | 24q | $737K | 175 |
- 1Dodge & Cox Fundsport2.3%val$4.20B997,498 sh·33q held
- 2Joel Greenblattport0.3%val$379M90,135 sh·31q held
- 3AKO Capitalport4.1%val$210M49,923 sh·25q held
- 4Francois Rochonport3.3%val$89M21,117 sh·10q held
- 5Pat Dorseyport5.5%val$69M16,444 sh·5q held
- 6David Rolfeport4.8%val$23M5,517 sh·30q held
- 7Stephen Mandelport0.1%val$10M2,405 sh·22q held
- 8Lee Ainslieport<0.1%val$737K175 sh·24q held
Owners of BKNG also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | EXIT | 0.9% | -100% | $0 | May 15, 2026 |
| Stephen Mandel | TRIM | 0.1% | -48% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 09857L108. Not investment advice.