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BKNG · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BKNGGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BKNG
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterBKNGGOOG
Q3 202031 holders, $16.0bn47 holders, $73.8bn
Q4 202036 holders, $20.9bn48 holders, $88.6bn
Q1 202137 holders, $22.3bn42 holders, $102bn
Q2 202139 holders, $21.9bn42 holders, $122bn
Q3 202141 holders, $23.7bn44 holders, $128bn
Q4 202142 holders, $22.5bn48 holders, $138bn
Q1 202241 holders, $22.1bn48 holders, $125bn
Q2 202236 holders, $15.8bn46 holders, $93.3bn
Q3 202244 holders, $14.4bn46 holders, $79.3bn
Q4 202237 holders, $26.8bn46 holders, $62.7bn
Q1 202335 holders, $22.8bn48 holders, $65.5bn
Q2 202338 holders, $22.1bn43 holders, $75.1bn
Q3 202347 holders, $24.6bn45 holders, $81.6bn
Q4 202342 holders, $27.3bn45 holders, $82.8bn
Q1 202441 holders, $25.8bn46 holders, $83.4bn
Q2 202443 holders, $27.0bn45 holders, $98.4bn
Q3 202442 holders, $26.1bn48 holders, $86.1bn
Q4 202442 holders, $30.5bn49 holders, $94.5bn
Q1 202544 holders, $26.1bn53 holders, $72.6bn
Q2 202538 holders, $30.1bn50 holders, $77.5bn
Q3 202532 holders, $27.1bn49 holders, $107bn
Q4 202541 holders, $32.3bn54 holders, $152bn
Q1 202631 holders, $25.8bn56 holders, $148bn
Q2 202631 holders, $34.8bn53 holders, $194bn
BKNG

Booking Holdings Inc

Holders
42
Reported value
$27.3bn
Buyers
23
Sellers
20

Breadth +3 among 93 comparable managers.

IndustrialsConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
45
Reported value
$82.8bn
Buyers
15
Sellers
28

Breadth -13 among 93 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2023

Among the 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BKNG (15)

Bridgewater Associates LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Eisler Capital Management Ltd, Holocene Advisors LP, Lone Pine Capital LLC, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Scion Asset Management LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only GOOG (18)

Appaloosa LP, ARK Investment Management LLC, Baupost Group LLC, Capital Research Global Investors, Coatue Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Markel Group Inc, Marshall Wace LLP, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Southeastern Asset Management Inc, TCI Fund Management Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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