Booking Holdings Inc. (BKNG): A Bull Case Theory
We came across a bullish thesis on Booking Holdings Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on BKNG.
Booking Holdings Inc. (BKNG)
Market is closed
Sector: Transportation Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 217,781 | $1,166,289,123 | +2% | 0.68% |
| 2. | Bridgewater Associates Ray Dalio | 80,528 | $431,254,014 | +4% | 1.57% |
| 3. | GuardCap Asset Management Guardian Capital | 59,346 | $317,764,188 | -22% | 8.49% |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 35,984 | $192,706,195 | +173% | 0.21% |
| 5. | Harvard Management Co Jane Mendillo | 33,658 | $180,249,697 | +7% | 8.67% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,802.49 | 46 | $82,914.54 | 1,000 | 2022-09-01 | Filing | |
| $1,803.73 | 54 | $97,401.42 | 954 | 2022-09-01 | Filing | |
| $1,803.71 | 900 | $1,623,334.68 | 900 | 2022-09-01 | Filing | |
| $1,912.37 | 500 | $956,182.50 | 2,580 | 2022-08-29 | Filing | |
| $1,934.44 | 500 | $967,220.00 | 2,080 | 2022-08-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5,122.66 | 2 | $10,245.32 | 840 | 2026-02-02 | Filing | |
| $5,119.90 | 6 | $30,719.40 | 842 | 2026-02-02 | Filing | |
| $5,117.38 | 2 | $10,234.75 | 848 | 2026-02-02 | Filing | |
| $5,115.27 | 4 | $20,461.08 | 850 | 2026-02-02 | Filing | |
| $5,114.46 | 1 | $5,114.46 | 854 | 2026-02-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,997,949 | $16,055,006,217 | 0.23% | |
| 2. | 2,756,175 | $14,760,230,065 | 0.25% | |
| 3. | 1,435,116 | $7,685,519,768 | 0.26% | |
| 4. | 1,119,516 | $5,995,386,171 | 0.38% | |
| 5. | 857,206 | $4,582,231,814 | 0.28% |
News See All
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On December 1, 2025, TheFly reported that Spotnana announced a direct integration with Booking.com, a division of Booking Holdings Inc. (NASDAQ:BKNG).
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Booking Holdings Inc. (BKNG): A Bull Case Theory
We came across a bullish thesis on Booking Holdings Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on BKNG.
Overblown AI Competition Worries Sees Rating Change for Booking Holdings (BKNG)
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Wedbush Bullish on Booking Holding (BKNG), Recognizes Company for Best-Positioned OTA
Booking Holdings Inc. (NASDAQ:BKNG) is one of the most profitable large cap stocks to buy right now.
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