BKNG
Booking Holdings Inc
7 of the 83 super-investors we track hold BKNG, worth a combined $6.07B per their latest 13F filings. The largest position: Pat Dorsey at 8.5% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 39 of 100 (how strongly the cohort backs it) — ranked #133 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own BKNG
BKNG is held by 7 super-investors in our cohort, with a combined position value of $6.1B. The highest-conviction owner is Pat Dorsey at 8.5% of their portfolio. Cohort ownership has shrunk from 10 to 7 over the last four quarters — net interest is fading. This quarter the cohort registered 1 added, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q1 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.4% | 34q | $4.55B | 25,536,950 |
| 2 | First Eagle Investment Management | 1.4% | 15q | $876M | 4,916,494 |
| 3 | Bill Nygren | 0.4% | 32q | $278M | 1,557,503 |
| 4 | Pat Dorsey | 8.5% | 6q | $132M | 741,500 |
| 5 | Joel Greenblatt | 0.1% | 32q | $112M | 631,052 |
| 6 | Francois Rochon | 3.1% | 11q | $93M | 522,664 |
| 7 | David Rolfe | 4.9% | 31q | $24M | 133,351 |
- 1Dodge & Cox Fundsport2.4%val$4.55B25,536,950 sh·34q held
- 2First Eagle Investment Managementport1.4%val$876M4,916,494 sh·15q held
- 3Bill Nygrenport0.4%val$278M1,557,503 sh·32q held
- 4Pat Dorseyport8.5%val$132M741,500 sh·6q held
- 5Joel Greenblattport0.1%val$112M631,052 sh·32q held
- 6Francois Rochonport3.1%val$93M522,664 sh·11q held
- 7David Rolfeport4.9%val$24M133,351 sh·31q held
Owners of BKNG also hold
Congress is trading BKNG
Congress tracker →- Josh Gottheimersold$1,001 - $15,000 · 2026-06-01
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-05-15
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-04-14
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-13
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-02-10
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-12-19
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Pat Dorsey | ADD | 8.5% | +80% | $132M | Aug 14, 2026 |
| Stephen Mandel | EXIT | 0.1% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 09857L108. Not investment advice.