Booking Holdings Inc. (BKNG) Is Building Its Own AI Agent. Can Cash Flow Defend the Multiple?
Booking Holdings Inc. (NASDAQ:BKNG) is no longer only defending its travel marketplace from rival online agencies.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 352,053 | $57,352,954 | -6% | 2.04% |
| 2. | Ranmore Fund Management Sean Peche | 200,000 | $32,582,000 | 3.62% | |
| 3. | Polaris Capital Management Bernard Horn | 104,200 | $16,975,222 | -7% | 1.78% |
| 4. | Lee Munder Capital Group Lee Munder | 26,708 | $4,351,012 | -8% | 0.23% |
| 5. | Zevenbergen Capital Investments Nancy Zevenbergen | 23,940 | $3,900,065 | -7% | 0.09% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $163.06 | 1,500 | $244,590.00 | 70,400 | 2026-10-15 | Filing | |
| $173.02 | 1,500 | $259,530.00 | 71,900 | 2026-09-15 | Filing | |
| $200.00 | 1,000 | $200,000.00 | 14,000 | 2026-09-01 | Filing | |
| $203.48 | 3,000 | $610,440.00 | 73,400 | 2026-08-31 | Filing | |
| $212.88 | 390 | $83,023.20 | 375,025 | 2026-08-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,489,929 | $1,057,274,343 | 2.33% | |
| 2. | 4,265,772 | $694,936,917 | 9.7% | |
| 3. | 2,273,817 | $370,427,527 | 10.21% | |
| 4. | 1,117,511 | $182,053,720 | 0.22% | |
| 5. | 868,625 | $141,507,699 | 0.14% |