What smart money is saying about Booking Holdings Inc.
2 funds in our archive have pitched Booking Holdings Inc. — most recently Vltava Fund in March 2026.
Booking Holdings Inc. provides travel and restaurant online reservation and related services worldwide. The company operates Booking.com, which offers online accommodation reservations; Rentalcars.com that provides online rental car reservation services; Priceline, which offer online travel reservation services, and consumers hotel, flight, and rental car reservation services, as well as vacation packages, cruises, and hotel distribution services. It also operates Agoda that provides online accommodation reservation services, as well as flight, ground transportation and activities reservation services. In addition, the company operates KAYAK, an online price comparison service that allows consumers to search and compare travel itineraries and prices, comprising airline ticket, accommodation reservation, and rental car reservation information; and OpenTable for booking online restaurant reservations. Further, it offers travel-related insurance products, and restaurant management services to consumers, travel service providers, and restaurants. The company was formerly known as The Priceline Group Inc. and changed its name to Booking Holdings Inc. in February 2018. The company was founded in 1997 and is headquartered in Norwalk, Connecticut.
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Position history
Between Q1 2026 and Q2 2026, 8 fund letters reported a position in Booking Holdings Inc. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 2 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 2 |
Fund activity · 8 positions · 2 moves
- AddedNight Watch Investment Management Global Value StrategyJune 2026
“We added quality names including Stryker (SYK), Adyen (ADYEN NA) and Booking.com (BKNG).”
Read the letterBooking Holdings Inc. - HoldsRoyal London AM Royal London US Equity TrustJune 2026
“Booking Holdings has strengthened its policy framework, including the publication of a Human Rights Statement, updates to supplier standards, and the introduction of heightened due diligence and labelling for listings in conflict-affected areas.”
Read the letterBooking Holdings Inc. - HoldsRoyal London AM Global Equity Diversified Fund (IRL)June 2026
“Booking Holdings Inc Elect Charles H. Noski - against: We voted against as the nominee serves as Chair of the Corporate Governance Committee.”
Read the letterBooking Holdings Inc. - HoldsRoyal London AM Global Equity Diversified FundJune 2026
“Booking Holdings Inc Elect Charles H. Noski - against: We voted against as the nominee serves as Chair of the Corporate Governance Committee.”
Read the letterBooking Holdings Inc. - HoldsHL Global Developed Markets EquityMay 2026
“Fears of disruption from AI weighed on shares of travel planning platform Booking Holdings.”
Read the letterBooking Holdings Inc. - AddedEmerald Wealth Partners AGMay 2026
“Booking Increase position”
Read the letterBooking Holdings Inc. - HoldsBuffalo Growth FundMarch 2026
“Booking Holdings, Inc. 2.02”
Read the letterBooking Holdings Inc. - HoldsHL Global Carbon Transition EquityMarch 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Read the letterBooking Holdings Inc.
Also mentioned · 2
These funds discuss Booking Holdings Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedArtisan Partners Select Equity StrategyJune 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Read the letterBooking Holdings Inc. - MentionedHL Global EquityMay 2026
“Fears of disruption from AI weighed on shares of travel planning platform Booking Holdings.”
Read the letterBooking Holdings Inc.
Fund coverage · 2 theses
- Vltava FundMarch 2026
Booking Holdings is a leading global online travel platform with powerful network effects, high margins, and capital-light free cash flow at an attractive entry valuation.
Read the full thesis - Fiduciary ManagementMarch 2026
Booking Holdings is the largest online travel agency with powerful network effects, high returns and resilience to AI disruption, trading at a mid-teens earnings multiple.
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