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BKNG · GOOGL 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.

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
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterBKNGGOOGL
Q3 202031 holders, $16.0bn52 holders, $65.2bn
Q4 202036 holders, $20.9bn57 holders, $83.4bn
Q1 202137 holders, $22.3bn56 holders, $96.9bn
Q2 202139 holders, $21.9bn59 holders, $113bn
Q3 202141 holders, $23.7bn59 holders, $123bn
Q4 202142 holders, $22.5bn56 holders, $130bn
Q1 202241 holders, $22.1bn56 holders, $117bn
Q2 202236 holders, $15.8bn49 holders, $88.7bn
Q3 202244 holders, $14.4bn53 holders, $76.8bn
Q4 202237 holders, $26.8bn55 holders, $122bn
Q1 202335 holders, $22.8bn54 holders, $79.8bn
Q2 202338 holders, $22.1bn55 holders, $93.0bn
Q3 202347 holders, $24.6bn59 holders, $103bn
Q4 202342 holders, $27.3bn57 holders, $105bn
Q1 202441 holders, $25.8bn58 holders, $112bn
Q2 202443 holders, $27.0bn56 holders, $132bn
Q3 202442 holders, $26.1bn58 holders, $119bn
Q4 202442 holders, $30.5bn58 holders, $141bn
Q1 202544 holders, $26.1bn61 holders, $106bn
Q2 202538 holders, $30.1bn57 holders, $117bn
Q3 202532 holders, $27.1bn61 holders, $174bn
Q4 202541 holders, $32.3bn62 holders, $236bn
Q1 202631 holders, $25.8bn65 holders, $233bn
Q2 202631 holders, $34.8bn64 holders, $309bn
BKNG

Booking Holdings Inc

Holders
42
Reported value
$27.3bn
Buyers
23
Sellers
20

Breadth +3 among 93 comparable managers.

GOOGL

Alphabet Inc

Holders
57
Reported value
$105bn
Buyers
26
Sellers
34

Breadth -8 among 93 comparable managers.

Who holds both, Q4 2023

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Scion Asset Management LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP

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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