BKNG
Booking Holdings Inc. · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares +8.0% ·
flujo de acciones +0.1% ·
nuevas posiciones netas +3.7%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 7.51M | $1.22B | n/a | −2 |
| 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) | 2.97M | +0.4% | $16.06B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 2.80M | +2.8% | $15.13B | 0.3% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | JPMorgan Chase ✦ | 2.32M | n/a | $12.54B | 0.4% | n/c | 1 | SEC ↗ ×38 |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.43M | -0.1% | $7.71B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 858.18K | +0.4% | $4.62B | 0.3% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | T. Rowe Price ✦ | 837.42K | -4.5% | $4.52B | 0.5% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Capital World Investors ✦ | 792.03K | -8.5% | $4.28B | 0.6% | ▼ Trim | 6 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 735.62K | +19.9% | $3.97B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 9 | Morgan Stanley ✦ | 686.76K | n/a | $3.71B | 0.2% | n/c | 1 | SEC ↗ ×18 |
| 10 | Dodge & Cox ✦ | 675.08K | -7.6% | $3.64B | 2.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 225.07K | n/a | $1.22B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 12 | Arrowstreet Capital ✦ | 215.62K | -2.4% | $1.16B | 0.7% | ▼ Trim | 6 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 144.53K | +5.9% | $780.35M | 0.5% | ▲ Add | 6 | SEC ↗ ×7 |
| 14 | D. E. Shaw & Co. ✦ | 131.77K | -4.6% | $711.45M | 0.6% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Bridgewater Associates ✦ | 77.73K | +2.1% | $419.69M | 1.6% | ▲ Add | 6 | SEC ↗ |
| 16 | Lone Pine Capital ✦ | 31.15K | -48.1% | $168.19M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 25.90K | -5.0% | $139.84M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 25.04K | Nuevo | $135.17M | 0.1% | New | 1 | SEC ↗ ×2 |
| 19 | Fisher Asset Management ✦ | 21.77K | -7.9% | $117.54M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 15.02K | +2362.5% | $81.10M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 21 | Wellington Management ✦ | 10.98K | -72.2% | $59.26M | 0.0% | ▼ Trim | 6 | SEC ↗ ×6 |
| 22 | Gotham Asset Management ✦ | 7.31K | +0.7% | $39.47M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 23 | Millennium Management ✦ | 4.99K | +55.7% | $26.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Baillie Gifford ✦ | 3.06K | -31.3% | $16.51M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 25 | Soros Fund Management ✦ | 2.50K | 0.0% | $13.50M | 0.3% | Held | 6 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 108 | Nuevo | $587,122 | 0.0% | New | 1 | SEC ↗ |
| 27 | Harris Associates (Oakmark) ✦ | 46 | 0.0% | $248,366 | 0.0% | Held | 6 | 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
| Citadel Advisors | $135.17M | 0.1% |
| Renaissance Technologies | $587,122 | 0.0% |
Posición cerrada
| Norges Bank | $2.21B | era 0.3% |
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