10
BKNG
BOOKING HOLDINGS INC · Industrials
Consensus score 10/100 · #51 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+5.8%
21-day momentum
+8.8%
recent volume
0.93×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-93.4%
30-wk MA slope
-19.7%
rel. strength
-96.2
52-wk range
1%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
3.3%
of their portfolios
Combined value
$457M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Dorsey Asset Management Concentrated | 5.5% | $69M | ADD |
| Wedgewood Partners Quality growth | 4.8% | $23M | TRIM |
| AKO Capital Concentrated | 4.1% | $210M | ADD |
| Giverny Capital Quality compounder | 3.3% | $89M | TRIM |
| Hosking Partners Concentrated | 2.0% | $55M | TRIM |
| Lone Pine Capital Concentrated | 0.1% | $10M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.