← Top Holdings

BKNGBooking Holdings, Inc.

CUSIP: 09857L108

🔥 Bought by 3 superinvestors this quarter

10

Guru Owners

$4.96B

Total Value Held

926,192

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	732081	$3.92B	2.12%	$5355.33	Q4 2025
Ray Dalio	Bridgewater Associates	80528	$431.3M	1.57%	$5355.33	Q4 2025
AKO Capital	AKO Capital	42801	$229.2M	3.49%	$5355.32	Q4 2025
Francois Rochon	Giverny Capital	21445	$114.8M	3.83%	$5355.33	Q4 2025
Henry Ellenbogen	Durable Capital Partners	18274	$97.9M	0.93%	$5355.33	Q4 2025
Pat Dorsey	Dorsey Asset Management	16317	$87.4M	7.60%	$5355.33	Q4 2025
David Rolfe	Wedgewood Partners	5817	$31.2M	5.82%	$5355.63	Q4 2025
Stephen Mandel	Lone Pine Capital	4630	$24.8M	0.18%	$5355.33	Q4 2025
FPA Queens Road	Bragg Financial Advisors	3269	$17.5M	0.57%	$5354.78	Q4 2025
Lee Ainslie	Maverick Capital	1030	$5.5M	0.06%	$5355.33	Q4 2025

$3.92B

2.12%

$431.3M

1.57%

$229.2M

3.49%

Francois Rochon

$114.8M

3.83%

Henry Ellenbogen

$97.9M

0.93%

$87.4M

7.60%

$31.2M

5.82%

$24.8M

0.18%

FPA Queens Road

$17.5M

0.57%

$5.5M

0.06%

📊 Fundamentals

Market Cap$152.2B

P/E Ratio29.0x

Above market avg

Forward P/E15.4x

P/FCF23.2x

EPS (TTM)$6.63

Revenue (TTM)$26.9B

Profit Margin20.08%

Div Yield0.82%

Beta1.20

52-Week Range

$150.62

$233.58

Current: $192.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 29.0x trailing earnings → 15.4x forward · 20.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '2510 owners · $4.96B

INCREASEDDodge & Cox$3.92B

INCREASEDRay Dalio$431.3M

REDUCEDAKO Capital$229.2M

INCREASEDFrancois Rochon$114.8M

REDUCEDHenry Ellenbogen$97.9M

REDUCEDPat Dorsey$87.4M

REDUCEDDavid Rolfe$31.2M

INCREASEDStephen Mandel$24.8M

REDUCEDFPA Queens Road$17.5M

REDUCEDLee Ainslie$5.5M

SOLDBill Nygren

Q3 '2511 owners · $5.15B

REDUCEDDodge & Cox$3.64B

INCREASEDRay Dalio$419.7M

REDUCEDAKO Capital$348.9M

INCREASEDHenry Ellenbogen$298.7M

REDUCEDStephen Mandel$168.2M

INCREASEDFrancois Rochon$115.2M

REDUCEDPat Dorsey$91.7M

INCREASEDDavid Rolfe$31.9M

REDUCEDFPA Queens Road$17.7M

NEWLee Ainslie$8.6M

SOLDDonald Yacktman

SOLDSarah Ketterer

Q2 '2512 owners · $5.92B

REDUCEDDodge & Cox$4.23B

INCREASEDRay Dalio$440.9M

REDUCEDAKO Capital$400.1M

NEWStephen Mandel$347.2M

REDUCEDHenry Ellenbogen$216.0M

INCREASEDFrancois Rochon$123.3M

INCREASEDPat Dorsey$105.9M

REDUCEDDavid Rolfe$31.0M

REDUCEDFPA Queens Road$19.4M

REDUCEDDonald Yacktman$6.5M

REDUCEDBill Nygren$266K

NEWSarah Ketterer$214K

Q1 '2510 owners · $4.87B

REDUCEDDodge & Cox$3.57B

REDUCEDHenry Ellenbogen$427.9M

REDUCEDAKO Capital$331.9M

INCREASEDRay Dalio$309.0M

REDUCEDFrancois Rochon$97.4M

NEWPat Dorsey$73.6M

REDUCEDDavid Rolfe$30.3M

NEWFPA Queens Road$15.7M

REDUCEDDonald Yacktman$5.3M

INCREASEDBill Nygren$281K

SOLDJohn Armitage

Q4 '249 owners · $5.09B

REDUCEDDodge & Cox$3.89B

INCREASEDHenry Ellenbogen$468.5M

REDUCEDAKO Capital$360.1M

INCREASEDRay Dalio$157.0M

INCREASEDFrancois Rochon$105.2M

REDUCEDJohn Armitage$60.8M

REDUCEDDavid Rolfe$28.9M

REDUCEDDonald Yacktman$10.7M

NEWBill Nygren$760K

SOLDStephen Mandel

Q3 '249 owners · $5.14B

REDUCEDDodge & Cox$3.32B

REDUCEDHenry Ellenbogen$515.6M

INCREASEDStephen Mandel$321.9M

REDUCEDAKO Capital$318.3M

INCREASEDJohn Armitage$270.9M

REDUCEDDonald Yacktman$147.3M

INCREASEDRay Dalio$128.6M

INCREASEDFrancois Rochon$86.4M

REDUCEDDavid Rolfe$30.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

9%analyst est. 8.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

24.3%current: 24.3%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

BKNG: Held by 10 superinvestors · 23 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002025-12-19

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

$1,001 - $15,0002025-11-03

SELLMichael McCaulR

$1,001 - $15,0002025-10-27

$1,001 - $15,0002025-08-26

SELLMichael McCaulR

$15,001 - $50,0002025-08-21

BUYMichael McCaulR

$15,001 - $50,0002025-08-08

BUYMichael McCaulR

$1,001 - $15,0002025-07-30

SELLMichael McCaulR

$50,001 - $100,0002025-06-27

SELLMichael McCaulR

$15,001 - $50,0002025-06-16

SELLJefferson ShreveR

$50,001 - $100,0002025-05-12

SELLDan NewhouseR

$1,001 - $15,0002025-04-11

$1,001 - $15,0002025-04-09

BUYJefferson ShreveR

$15,001 - $50,0002025-04-07

$1,001 - $15,0002025-04-04

$1,001 - $15,0002025-03-06

BUYJosh GottheimerD

$1,001 - $15,0002025-03-05

BUYJosh GottheimerD

$1,001 - $15,0002025-03-04

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-17

BKNG Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker