BOOKING HOLDINGS INC (BKNG) — Hedge Fund Ownership Q1 2026
BKNG
- BOOKING HOLDINGS INC (BKNG) is held by 7 of 82 tracked hedge funds, with Dorsey Asset Management (6%) and Wedgewood Partners (5%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in BKNG holdings came from Dodge & Cox (+36%) and AKO Capital (+17%), highlighting conviction.
- The biggest decreases in BKNG holdings came from Lone Pine Capital (-48%) and Maverick Capital (-83%), suggesting profit-taking or de-risking.
- 1 hedge fund exited BKNG.
- Overall, hedge funds increased exposure to BOOKING HOLDINGS INC (BKNG) by +30% vs the prior quarter and +11% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Dorsey Asset Management Pat Dorsey
|
5.51% | 16K | +0.78% | +2.97% | $69.2M | $4,210.32 | — |
| 2 |
Wedgewood Partners David Rolfe
|
4.80% | 6K | -5.16% | -5.06% | $23.2M | $4,210.59 | — |
| 3 |
AKO Capital
|
4.11% | 50K | +16.64% | -30.71% | $210.2M | $4,210.32 | — |
| 4 |
Giverny Capital Francois Rochon
|
3.26% | 21K | -1.53% | -0.07% | $88.9M | $4,210.32 | — |
| 5 |
Dodge & Cox
|
2.31% | 997K | +36.26% | +28.54% | $4.20B | $4,210.32 | — |
| 6 |
Lone Pine Capital Stephen Mandel
|
0.08% | 2K | -48.06% | — | $10.1M | $4,210.32 | — |
| 7 |
Maverick Capital Lee Ainslie
|
0.01% | 175 | -83.01% | — | $736,806 | $4,210.32 | — |
| — |
Durable Capital Partners Henry Ellenbogen
|
— | — | EXITED | — | — | — | — |
| 7 | Total | — | 1.1M | +29.76% | +10.84% | $4.60B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.