BKNG
Booking Holdings Inc. · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares -11.5% ·
flujo de acciones -1.9% ·
nuevas posiciones netas -13.0%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 7.51M | $1.22B | n/a | n/a |
| Q2 2026 | 179 | +3 | 563.44M | $107.96B | +7 | −5 |
| Q1 2026 | 180 | -3 | 24.92M | $94.39B | +2 | −6 |
| Q4 2025 | 182 | -1 | 24.75M | $132.18B | +2 | −2 |
| Q3 2025 | 27 | +2 | 15.05M | $81.27B | +2 | −1 |
| Q2 2025 | 23 | -3 | 12.18M | $70.49B | +1 | −4 |
| Q1 2025 | 23 | 0 | 6.11M | $28.15B | n/a | n/a |
| Q4 2024 | 23 | 0 | 6.96M | $34.59B | +1 | −1 |
| Q3 2024 | 22 | -2 | 5.50M | $23.16B | n/a | −2 |
| Q2 2024 | 24 | n/a | 5.85M | $23.17B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 2.96M | n/a | $17.15B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 2.73M | n/a | $15.78B | 0.3% | n/c | 1 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 1.43M | +1.0% | $8.27B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 876.51K | +1.3% | $5.07B | 0.6% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Capital World Investors ✦ | 865.52K | -6.7% | $5.01B | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 854.84K | +1.1% | $4.94B | 0.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Dodge & Cox ✦ | 730.47K | -5.9% | $4.23B | 2.4% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 613.78K | n/a | $3.55B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 9 | Norges Bank ✦ (pasivo) | 381.90K | +0.6% | $2.21B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 220.92K | -9.5% | $1.28B | 0.9% | ▼ Trim | 5 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 138.18K | -19.5% | $799.97M | 0.8% | ▼ Trim | 5 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 136.42K | -11.5% | $779.23M | 0.6% | ▼ Trim | 5 | SEC ↗ ×8 |
| 13 | Bridgewater Associates ✦ | 76.15K | +13.6% | $440.87M | 1.8% | ▲ Add | 5 | SEC ↗ |
| 14 | Lone Pine Capital ✦ | 59.97K | Nuevo | $347.19M | 2.5% | New | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 39.55K | +11.0% | $228.95M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 16 | Adage Capital Partners ✦ | 27.25K | -19.1% | $157.76M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 23.65K | +38.5% | $136.90M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 7.26K | +35.7% | $42.02M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 19 | Baillie Gifford ✦ | 4.45K | 0.0% | $25.76M | 0.0% | Held | 5 | SEC ↗ ×3 |
| 20 | Millennium Management ✦ | 3.20K | -90.9% | $18.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Soros Fund Management ✦ | 2.50K | +66.7% | $14.47M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 610 | -23.8% | $3.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Harris Associates (Oakmark) ✦ | 46 | -24.6% | $266,305 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Lone Pine Capital | $347.19M | 2.5% |
Posición cerrada
| Citadel Advisors | $270.25M | era 0.3% |
| Point72 Asset Management | $239.88M | era 0.7% |
| Renaissance Technologies | $88.99M | era 0.1% |
| Marshall Wace | $25.07M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 20.10K acciones, $84,627 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.50K acc. · $244,590
Officer · 1.50K acc. · $259,530
Director · 1.00K acc. · $200,000
Officer · 3.00K acc. · $610,440
Officer · 5.02K acc. · $1.05M
Officer · 5.17K acc. · $1.09M
Officer · 3.63K acc. · $766,458
Officer · 2.89K acc. · $613,591
Officer · 390 acc. · $83,023
Officer · 9.32K acc. · $1.91M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología