InvestorLens

BKNG — BOOKING HOLDINGS INC

Consumer Discretionary · Travel Services

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BKNG?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
83
Institutional Conviction
Mixed · 5 buying vs 1 selling last quarter
54
Macro Tailwind
Macro conditions are mixed for this sector
53
Congressional Activity
2 congressional purchases, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their BKNG position last quarter, 5 bought and 1 sold (83% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime). 2 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Ray Dalio, …)
  • +4 tracked investors reported holding BKNG at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BOOKING HOLDINGS INC (BKNG)

BOOKING HOLDINGS INC (BKNG) appears in the most recent 13F filings of 4 tracked institutional investors. BOOKING HOLDINGS INC is classified in the Consumer Discretionary sector (Travel Services industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $4.2B. Across recent filings, tracked investors recorded 9 new positions, 22 increased, 20 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BKNG

55
/100
Mixed Activity
Added / Increased31
Reduced20
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track BKNG

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

BKNG Ownership Composition

How BOOKING HOLDINGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
97% of tracked value
Institutions
4
tracked investors
Total Reported
$2.4B
combined 13F value
Types2
  • Multi-Strategy / Quant97.1%
  • Macro2.9%
Multi-Strategy / Quant(3)
97.1%
Macro(1)
2.9%

Tracked investors currently reporting BKNG

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    9.8M
    Value
    $1.7B
    % Portfolio
    0.20%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.9M
    Value
    $522.7M
    % Portfolio
    0.19%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    425.1K
    Value
    $75.8M
    % Portfolio
    0.08%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    399.5K
    Value
    $71.2M
    % Portfolio
    0.10%

Previously held BKNG

These investors reported BKNG in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates76.2K$440.9MJun 30, 2025
Steve MandelLone Pine Capital4.6K$24.8MDec 31, 2025
George SorosSoros Fund Management6.1K$25.8MSep 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold BKNG?
4 tracked institutional investors disclosed a position in BKNG (BOOKING HOLDINGS INC) in their most recent 13F filing.
Who is the largest institutional holder of BKNG?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in BKNG, valued at $4.2B.
Did institutional ownership of BKNG increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 22 increased, 20 reduced, and 5 fully exited BKNG.
What sector is BKNG in?
BOOKING HOLDINGS INC is classified in the Consumer Discretionary GICS sector, Travel Services industry.
Where does this BKNG ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.