BOOKING HOLDINGS INC

Ticker: BKNG CUSIP: 09857L108 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (119)

Increased Positions (646)

Geo Capital Gestora de Recursos Ltd
Value ($000) $5 (+32.4%) Shares 1,013 (+33.5%)
L1 Capital International Pty Ltd
Value ($000) $126,734 (+363.1%) Shares 23,665 (+366.9%)
SCHARF INVESTMENTS, LLC
Value ($000) $138,513 (+74.5%) Shares 25,849 (+76.0%)
Evelyn Partners Asset Management Ltd
Value ($000) $11,337 (+374.0%) Shares 2,117 (+377.9%)
Infusive Asset Management Inc.
Value ($000) $7,390 (+104.0%) Shares 1,380 (+105.7%)
Voyager Global Management LP
Value ($000) $348,096 (+13.1%) Shares 65,000 (+14.0%)
Prevatt Capital Ltd
Value ($000) $39,094 (+8.1%) Shares 7,300 (+9.0%)
Banco BTG Pactual S.A.
Value ($000) $13,672 (+150.2%) Shares 2,553 (+152.3%)
Ampersand Capital Group, L.P.
Value ($000) $21,984 (+9.3%) Shares 4,105 (+10.2%)
Evelyn Partners Investment Management Services Ltd
Value ($000) $23,510 (+33.0%) Shares 4,390 (+34.1%)
Nutshell Asset Management Ltd
Value ($000) $6,737 (+103.6%) Shares 1,258 (+105.2%)
HARVARD MANAGEMENT CO INC
Value ($000) $180,250 (+6.0%) Shares 33,658 (+6.9%)
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Value ($000) $494,227 (+9.6%) Shares 92,287 (+10.5%)
Metropolis Capital Ltd
Value ($000) $244,814 (+3.8%) Shares 45,714 (+4.6%)
Fairtree Asset Management (Pty) Ltd
Value ($000) $4,274 (+104.0%) Shares 798 (+105.7%)
Cardano Asset Management N.V.
Value ($000) $117 (-4.6%) Shares 218,080 (+862.0%)
J. Stern & Co. LLP
Value ($000) $2,833 (-64.4%) Shares 2,832,970 (+191965.8%)
Holocene Advisors, LP
Value ($000) $489,242 (+2330.6%) Shares 91,356 (+2350.5%)
Shellback Capital, LP
Value ($000) $26,777 (+10.2%) Shares 5,000 (+11.1%)
Smith Group Asset Management, LLC
Value ($000) $54,255 (+6.7%) Shares 10,131 (+7.6%)

Decreased Positions (612)

C Partners Holding GmbH
Value ($000) $28,480 (-43.1%) Shares 5,318 (-42.6%)
Aspen Grove Capital, LLC
Value ($000) $69,475 (-24.8%) Shares 12,973 (-24.1%)
PAR CAPITAL MANAGEMENT INC
Value ($000) $131,136 (-30.7%) Shares 24,487 (-30.1%)
GUARDCAP ASSET MANAGEMENT Ltd
Value ($000) $317,764 (-21.8%) Shares 59,346 (-21.2%)
OVERBROOK MANAGEMENT CORP
Value ($000) $22,096 (-28.6%) Shares 4,126 (-28.0%)
AKO CAPITAL LLP
Value ($000) $229 (-34.3%) Shares 42,801 (-33.8%)
Marex Group plc
Value ($000) $187,924 (-47.8%) Shares 35,091 (-47.3%)
HS Management Partners, LLC
Value ($000) $22,251 (-29.8%) Shares 4,155 (-29.2%)
Durable Capital Partners LP
Value ($000) $97,863 (-67.2%) Shares 18,274 (-67.0%)
Mawer Investment Management Ltd.
Value ($000) $600,895 (-22.3%) Shares 112,205 (-21.7%)
NatWest Group plc
Value ($000) $7,123 (-37.1%) Shares 1,330 (-36.6%)
FIRETRAIL INVESTMENTS PTY LTD
Value ($000) $11,914 (-26.8%) Shares 2,214 (-27.1%)
FCF Advisors LLC
Value ($000) $16,189 (-26.5%) Shares 3,023 (-25.9%)
TB Capital Gestao de Recursos Ltda.
Value ($000) $12,564 (-3.7%) Shares 2,346 (-2.9%)
Meridiem Capital Partners LP
Value ($000) $45,868 (-17.6%) Shares 8,565 (-16.9%)
Investidor Profissional Gestao de Recursos Ltda.
Value ($000) $17,464 (-3.6%) Shares 3,261 (-2.8%)
Longview Partners (Guernsey) LTD
Value ($000) $487,705 (-10.0%) Shares 91,069 (-9.2%)
Aureus Asset Management, LLC
Value ($000) $19,408 (-44.8%) Shares 3,624 (-44.4%)
BloombergSen Inc.
Value ($000) $85,460 (-7.9%) Shares 15,958 (-7.2%)
Altrafin AG
Value ($000) $2,383 (-60.7%) Shares 445 (-60.4%)

Exited Positions (110)