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BKNG position history

The shares of Booking Holdings (BKNG) that Dorsey Asset Management, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 15,969 shares, $74M, 7.8% of portfolio, New
  2. 2025 Q2: 18,290 shares, $106M, 9.5% of portfolio, Add +14.5%
  3. 2025 Q3: 16,975 shares, $92M, 8.2% of portfolio, Reduce −7.2%
  4. 2025 Q4: 16,317 shares, $87M, 7.6% of portfolio, Reduce −3.9%
  5. 2026 Q1: 16,444 shares, $69M, 5.5% of portfolio, Add +0.8%
  6. 2026 Q2: 741,500 shares, $132M, 8.5% of portfolio, Add +4409.2%
Holdings date Value % of holdings Shares Filing date All 13F holders