Booking Holdings Inc. (BKNG): Billionaire Ray Dalio Likes This Travel Company

Booking Holdings Inc. (NASDAQ:BKNG) has been a large semipermanent stake of Bridgewater Associates since the mediate of 2018. Back then, the presumption the money held successful the steadfast consisted of astir 81,000 shares. However, this holding was sold disconnected successful the adjacent fewer months. A caller presumption was opened successful 2021. Dalio gradually built up this stake, expanding it from 31,000 shares successful 2021 to implicit 2 cardinal shares astatine the extremity of the 4th fourth of 2025. The money has made purchases of the banal successful each of the past six quarters, with the large summation coming successful the archetypal 4th of 2025 during which the presumption was improved by implicit 100%.

READ NEXT: 33 Stocks That Should Double successful 3 Years.

Booking Holdings Inc. (NASDAQ:BKNG) is of involvement to elite investors for respective reasons, 1 of them being the 25-for-1 banal divided scheduled for April 6, 2026. One important enactment for investors present is that though a divided does not alteration fundamentals, hedge funds presumption it arsenic a liquidity catalyst. It makes the banal much accessible to retail investors and improves options marketplace liquidity, often starring to a valuation re-rating arsenic the purchaser excavation expands. Hedge funds are besides bullish connected a displacement by the steadfast toward the Merchant Model (where Booking processes the payment) implicit the accepted Agency model. This allows the institution to clasp onto currency longer and connection much integrated services. This modulation helped thrust a 16% year-over-year gross summation to $6.35 cardinal successful the astir caller quarter, with an awesome nett borderline of 20%.

While we admit the imaginable of BKNG arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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