Dorsey Asset Management’s Booking.com BKNG Stock Holding History

Dorsey Asset Management’s Portfolio BKNG Stock Details BKNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69.2M	Buy	411,100 +3,175	+0.8%	+$584K	5.51%	11
2025 Q4	$87.4M	Sell	407,925 -16,450	-4%	-$3.39M	7.6%	5
2025 Q3	$91.7M	Sell	424,375 -32,875	-7%	-$7.34M	8.24%	7
2025 Q2	$106M	Buy	457,250 +58,025	+15%	+$11.9M	9.49%	7
2025 Q1	$73.6M	Buy	+399,225	New	+$76.4M	7.8%	6

Other funds holding BKNG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dorsey Asset Management's BKNG Position: Q1 2026 in Review

Dorsey Asset Management increased its Booking.com (BKNG) stake by 0.78% in Q1 2026, buying an estimated $584K and bringing the position to 411,100 shares worth $69.2M. The position accounts for 5.51% of the portfolio, ranked #11.

Dorsey Asset Management first reported a position in BKNG in Q1 2025 and has held it in 5 quarters since. The position peaked at $106M in Q2 2025. 1,907 funds tracked by Wall St. Rank hold BKNG as of Q1 2026.

Dorsey Asset Management held 411,100 shares of Booking.com worth $69.2M as of Q1 2026.
Dorsey Asset Management bought 3,175 Booking.com shares in Q1 2026, an estimated $584K.
Booking.com made up 5.51% of Dorsey Asset Management's portfolio in Q1 2026, its #11 holding.
Dorsey Asset Management first reported a position in Booking.com in Q1 2025 and has held it in 5 quarters since.
Dorsey Asset Management's Booking.com position peaked at $106M in Q2 2025.
1,907 funds tracked by Wall St. Rank held Booking.com as of Q1 2026.

Based on Dorsey Asset Management's 13F filing for Q1 2026, filed 15 May 2026.