Investigate / reported ownership
BKNG
Booking Holdings Inc
7 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning BKNG?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
Customers pay for online travel reservation services; Booking facilitates travel purchases from partners, and also earns from payment facilitation, advertising, restaurant reservations, and travel insurance.
Question to investigate: Can Booking adapt to AI-driven booking channels and a broader, lower-margin product mix while still sustaining its travel reservation business?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Pat Dorsey · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- David Rolfe · 2026Q2 · filed 2026-08-14 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| 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 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 09857L108. No current price, valuation or manager motive is inferred.