Ruffer LLP

Position in BKNG — Booking Holdings Inc.

CIK 1426859 London, X0

Position in BKNG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$38,499,127

+$12,618,290 QoQ

Shares Held

215,996

+40.6% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#266

of 1,908 holders

Holding Since

Mar 2020

7 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $107,728,405 across 4 Travel Services names. BKNG ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TCOM	Trip.com Group Ltd	1,075,096	$42,831,824
2	BKNG	Booking Holdings Inc. This page	215,996	$38,499,127
3	ABNB	Airbnb, Inc.	139,870	$20,015,397
4	TNL	Travel & Leisure Co.	83,502	$6,382,057

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,499,127	215,996	+3413.8%	Shares	Sole	2026-07-30
2026-03-31	$25,880,837	6,147	-48.1%	Shares	Sole	2026-05-13
2022-12-31	$23,883,083	11,851	+18.3%	Shares	Sole	2023-02-10
2022-09-30	$16,463,320	10,019	+1705.2%	Shares	Sole	2022-11-10
2020-09-30	$949,427	555	+9.9%	Shares	Sole	2020-11-12
2020-06-30	$804,131	505	-16.7%	Shares	Sole	2020-08-04
2020-03-31	$815,263	606	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.