Pat Dorsey - Dorsey Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 411,100 5.51 Add 0.78% 0.04 $150.62–220.75 · VW $179.41i $69,234,502 SEC
2025   Q4 407,925 7.60 Reduce 3.88% 0.32 $182.84–225.00 · VW $204.94i $87,382,920 SEC
2025   Q3 424,375 8.24 Reduce 7.19% 0.68 $213.56–233.58 · VW $221.74i $91,652,608 SEC
2025   Q2 457,250 9.49 Add 14.53% 1.20 $163.85–231.96 · VW $206.78i $105,885,200 SEC
2025   Q1 399,225 7.80 Buy 7.80 $171.18–211.28 · VW $191.83i $73,567,746 SEC
Price snapshot:
Current price$175.80
Avg. buy price$190.11
+/- since buy-7.53%
52-week low$149.76
52-week high$229.86