What smart money is saying about Booking Holdings
4 funds in our archive have pitched Booking Holdings, most recently Acatis in October 2026.
Booking Holdings Inc. is a leading global provider of online travel and dining reservation services. The company manages a portfolio of well-known digital platforms. Among these, Booking.com specializes in online accommodation bookings, while Rentalcars.com is dedicated to facilitating vehicle rentals. Priceline offers a comprehensive range of online travel booking options, encompassing hotels, flights, rental cars, vacation packages, and cruises, alongside hotel distribution services. Agoda also provides online lodging reservations, further expanding into flights, ground transportation, and activity bookings. For travelers seeking the best deals, KAYAK functions as an online price comparison service, enabling users to search and contrast prices for airline tickets, hotels, and car rentals. Additionally, OpenTable allows for convenient online restaurant reservations. Beyond its core booking services, Booking Holdings Inc. also supplies travel-related insurance products and restaurant management solutions to individual consumers, travel service providers, and restaurants. Established in 1997, the company is headquartered in Norwalk, Connecticut. It officially adopted its current name, Booking Holdings Inc., in February 2018, having previously operated as The Priceline Group Inc.
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Fund signal · last 12 months
25 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q4 2026, 26 fund letters reported a position in Booking Holdings, with 7 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 0 | 0 | 0 | 1 |
| Q3 2026 | 9 | 1 | 1 | 0 |
| Q2 2026 | 12 | 5 | 0 | 1 |
| Q1 2026 | 3 | 1 | 0 | 2 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 26 positions · 10 moves
- September 2026
“The portfolio also exited AstraZeneca and Booking Holdings as their investment theses weakened.”
Booking Holdings - HoldsBlueBox Global Technology FundSeptember 2026
Listed in BlueBox Global Technology Fund’s reported holdings.
Booking Holdings - September 2026
Listed in Middle Coast Investing Equity Portfolios’s reported holdings.
Booking Holdings - September 2026
Listed in Antipodes Global Fund (Institutional Clients)’s reported holdings.
Booking Holdings - September 2026
Listed in Platinium AM Platinum Asia Fund’s reported holdings.
Booking Holdings - September 2026
“Elsewhere, we added to Bunzl and Lonza, both bought last quarter, as well as to SAP, Nestlé and Booking.”
Booking Holdings - September 2026
“The portfolio also exited AstraZeneca and Booking Holdings as their investment theses weakened.”
Booking Holdings - HoldsPolaris Capital Management Global Equity CompositeSeptember 2026
“In consumer discretionary, Sony Group reported solid quarterly results as operating profit rose on the back of image sensor and music profits; management also raised its forecast. Alibaba Group Holding bounced back after a difficult first half of 2026 as cloud revenue growth reached its fastest pace in 22 quarters and AI-related product revenue kept growing at triple-digit rates, allaying concern about AI capex. Booking Holdings pulled back on the risk of AI disruption (Meta’s new Muse AI agent) to online travel booking, and LKQ Corp. lost ground after trimming guidance on European weakness and German ERP disruption, though North American organic growth turned positive for the first time in nine quarters.”
Booking Holdings - HoldsAllan Gray Quarterly Commentary Vol. 3September 2026
Listed in Allan Gray Quarterly Commentary Vol. 3’s reported holdings.
Booking Holdings - June 2026
“We added quality names including Stryker (SYK), Adyen (ADYEN NA) and Booking.com (BKNG).”
Booking Holdings - June 2026
“Stocks in our portfolio affected – HNI Corp (HNI) , Booking Holdings (BKNG) , TripAdvisor (TRIP), Lyft (LYFT) , Charles Schwab (SCHW) , Gitlab (GTLB) , S&P Global (SPGI) , Duolingo (DUOL) , CDW, MSFT”
Booking Holdings - June 2026
“Booking Holdings Inc Elect Charles H. Noski - against: We voted against as the nominee serves as Chair of the Corporate Governance Committee. Since the last AGM, 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.”
Booking Holdings - New positionAntipodes Global Value Fund (Hedged)June 2026
“Booking Holdings (Entry): Booking Holdings is the leading online travel agency, with room nights and bookings running 2-3x those of its nearest peers, Expedia and Airbnb.”
Booking Holdings - New positionAntipodes Global FundJune 2026
“Booking Holdings (Entry): Booking Holdings is the leading online travel agency, with room nights and bookings running 2-3x those of its nearest peers, Expedia and Airbnb.”
Booking Holdings - June 2026
“While opportunities will exist across every company we own, there are some notable examples that include Accenture (featured in our March shareholder letter), Booking Holdings (March letter), Schwab, Capital One (featured below), PNC, Huron Consulting (March letter), FTI Consulting (featured below), Lloyds, and Houlihan Lokey.”
Booking Holdings - June 2026
“While opportunities will exist across every company we own, there are some notable examples that include Accenture (featured in our March shareholder letter), Booking Holdings (March letter), Schwab, Capital One (featured below), PNC, Huron Consulting (March letter), FTI Consulting (featured below), Lloyds, and Houlihan Lokey.”
Booking Holdings - AddedMayar CapitalJune 2026
“We added to a number of existing holdings: Nike, Toast, SAP, Unilever, Mastercard, Nintendo and Booking.”
Booking Holdings - New positionPolaris Capital Management Global Equity CompositeJune 2026
“Booking Holdings, a leading online travel platform, was added during the quarter.”
Booking Holdings - HoldsRIT Capital PartnersJune 2026
“Quoted Equities - direct: Stocks: Space Exploration Technologies Corp United States AI & advanced technologies 189.5 4.4% Legrand SA France Commercial services & supplies 35.0 0.8% Booking Holdings, Inc. United States E-commerce 29.3 0.7%”
Booking Holdings - May 2026
“ In Consumer Discretionary, shares of media and entertainment conglomerate Sony slipped due to concerns that increasing memory prices will negatively affect margins on its gaming devices. Fears of disruption from AI weighed on shares of travel planning platform Booking Holdings.”
Booking Holdings - May 2026
“Portfolio activity (Q2/2026) In Q2 we continued to concentrate our software holdings on companies and market segments that we consider long-term winners from AI. While some investors had worried that artificial-intelligence tools would displace traditional cybersecurity players, we have been of the opposite opinion for some time. The strong results reported by leading Cyber Security players and their enlisting as key partners to the Glasswing project by Anthropic Initiation/Increase SAP Increase position Booking Increase position Zscaler Increase position ServiceNow Increase position Synopsys Increase position Exit/Reduction Adobe Exit position Intuit Exit position Siemens Healthineers Exit position BYD Exit position Salesforce Exit position Quarterly Commentary – Growth Equity Strategy | June 2026 Emerald Wealth Partners AG |Weinbergstrasse 100 |CH-8802 Kilchberg |Switzerland Page 2 killed those fears and triggered a steep rally in the sub-sector. We will maintain our overweight in Cyber Security,”
Booking Holdings - March 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Booking Holdings - HoldsBuffalo Growth FundMarch 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* NVIDIA Corporation 12.20 Alphabet, Inc. 11.82 Microsoft Corporation 11.22 Amazon.com, Inc. 8.79 Apple, Inc. 8.21 Meta Platforms, Inc. 5.46 Broadcom, Inc. 3.61 Visa, Inc. 2.71 Mastercard, Inc. 2.54 Booking Holdings, Inc. 2.02 Top 10 Holdings Total 68.58 FUND FACTS Inv. Inst. Ticker BUFGX BIIGX”
Booking Holdings - New positionEmerald Growth Equity StrategyMarch 2026
“We took advantage of the steep rally in semiconductor stocks in late January and February to trim positions in the biggest gainers. We re-allocated those funds into Booking.com, a beaten-down quality name in e- commerce.”
Booking Holdings - HoldsPlatinium Asset ManagementDecember 2025
Listed in Platinium Asset Management’s reported holdings.
Booking Holdings - March 2025
“Top 10 Holdings Company Sector Geography Weight Microsoft Corporation Information Technology US 5.8% NVIDIA Corporation Information Technology US 5.3% Alphabet Inc. Communication Services US 5.0% Amazon.com, Inc. Consumer Discretionary US 4.6% Unitedhealth Grp Health Care US 4.1% Novo Nordisk A/S Health Care DK 3.7% ASML Holding NV Information Technology NL 3.2% Booking Holdings Inc. Consumer Discretionary US 3.2%”
Booking Holdings
Also mentioned · 3
These funds discuss Booking Holdings as a competitor, benchmark or comparable, without disclosing a position in it.
- August 2026
Named in a table in Harding Loevner Global Developed Markets Equity’s letter.
Booking Holdings - June 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Booking Holdings - MentionedHL Global EquityMay 2026
“ In Consumer Discretionary, shares of media and entertainment conglomerate Sony slipped due to concerns that increasing memory prices will negatively affect margins on its gaming devices. Fears of disruption from AI weighed on shares of travel planning platform Booking Holdings.”
Booking Holdings
Fund coverage · 4 theses
- AcatisOctober 2026
Booking Holdings is an online travel platform that remained robust with favorable valuation, rising bookings, and strong cash flow.
Read the full thesis - Antipodes Global Value Fund (Hedged)June 2026
Booking Holdings is a leading online travel agency with strong competitive advantages, experienced management, and a margin of safety.
Read the full thesis - 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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