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. | 445,800 | $2,387,406,114 | +89% | 0.36% | |
| 2. | 222,900 | $1,193,703,057 | +22% | 0.18% | |
| 3. | D E Shaw D. E. Shaw | 219,378 | $1,174,841,585 | +67% | 0.64% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 217,781 | $1,166,289,123 | +2% | 0.68% |
| 5. | AQR Capital Management Cliff Asness | 177,978 | $953,132,155 | +24% | 0.5% |
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
Spotnana Declares Partnership With Booking Holdings Inc. (BKNG)'s Booking.com
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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Why Analysts Have High Hopes For Booking Holdings Inc. (BKNG)
Booking Holdings Inc. (NASDAQ:BKNG) is among the best holding company stocks to buy according to analysts.
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Jim Cramer Recently Talked About These 7 Travel and Leisure Stocks
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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)
Booking Holdings Inc. (NASDAQ:BKNG) is a software firm that provides travel services through its web and other platforms.
12 Best Consumer Cyclical Stocks to Buy According to Analysts
While most media attention is focused on AI and data center stocks, reports about the American consumer present a mixed picture.
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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