Current position

Pat Dorsey’s Booking Holdings Inc (BKNG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares741.50KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Booking Holdings Inc in Q1 2025. The reported position was increased and reduced across later filings. Dorsey Asset Management LLC currently reports 741.50K shares. The latest verified filing showed: Sold 92.8% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 92.8% of the position−9.54M shares · 741.50K shares remained · 625-for-1 stock split adjusted comparison
Filing context

Quarter-end price $178.24 · Estimated holding basis $7.60

Q1 2026
Bought 0.8% more+127 shares · 16.44K shares reported after the change
Filing context

Quarter-end price $4,210.32 · Estimated holding basis $4,752.73

Q4 2025
Sold 3.9% of the position−658 shares · 16.32K shares remained
Filing context

Quarter-end price $5,355.33 · Estimated holding basis $4,756.95

Q3 2025
Sold 7.2% of the position−1.32K shares · 16.98K shares remained
Filing context

Quarter-end price $5,399.27 · Estimated holding basis $4,756.95

Q2 2025
Bought 14.5% more+2.32K shares · 18.29K shares reported after the change
Filing context

Quarter-end price $5,789.24 · Estimated holding basis $4,756.95

Q1 2025
New position+15.97K shares · 15.97K shares reported
Filing context

Quarter-end price $4,606.91 · Estimated holding basis $4,606.91

Portfolio importance

How important is Booking Holdings Inc in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight8.5%Q2 2026
Current rank#4of 11 reported positions
Peak portfolio weight9.5%Q2 2025
Best historical rank#4Q2 2026
At peak importanceQ2 2025
BKNG
9.5%
Largest holding
16.4%
Cross-investor discovery

Who else owns Booking Holdings Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Booking Holdings Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$167.902026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$178.24Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$7.60Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.