Pat Dorsey's Dorsey Asset Management increased its Booking Holdings Inc (BKNG) position by 80% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 411K to 742K shares, worth about $132.2M, and from 5.51% to 8.46% of the reported portfolio.
What did the 2026 Q2 filing report for BKNG?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 411K | 742K |
| Shares added | +330K (80%) | |
| Reported value | $69.2M | $132.2M |
| Portfolio weight | 5.51% | 8.46% |
| Rank in portfolio | 4th of 11 |
How much did Pat Dorsey add to BKNG?
Pat Dorsey added 330K shares of BKNG during 2026 Q2, taking the stake from 411K to 742K. The reported value of the position rose by about $62.9M, from about $69.2M to about $132.2M.
Where does BKNG sit in the Pat Dorsey portfolio?
BKNG ranks 4th of 11 stock positions in the Pat Dorsey portfolio at 8.46%, about the fund's average stock position of 9%. The largest stock position is ASML at 16.61%. Next come APP at 14.5% and RPRX at 8.82%. The three largest stocks together are 39.93% of the book. The BKNG addition was the 4th largest of the quarter's 11 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Pat Dorsey reported 11 stock positions, with no position opened or closed. The total portfolio value is about $1.6B, up 24% from the prior quarter.
How long has Pat Dorsey held BKNG?
Pat Dorsey first reported BKNG in the quarter ended March 31, 2025. The weight peaked at 9.49% in 2025 Q2. The share count had been unchanged the quarter before. Every reported trade is on the Pat Dorsey BKNG trade history page.
Did other funds buy or sell BKNG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 hold BKNG. Of those, 1 added to the position this quarter and 3 trimmed it. The largest buyer of BKNG this quarter was Dodge & Cox Stock Fund. The largest sellers were Nicolai Tangen, Francois Rochon and Lewis Sanders. Every tracked holder of BKNG is on the BKNG ownership page.
FAQ
How many BKNG shares did Pat Dorsey buy in 2026 Q2?
Pat Dorsey added 330K shares of BKNG, a 80% increase, to 742K shares.
What is the BKNG position of Pat Dorsey worth now?
The BKNG position of Pat Dorsey is worth about $132.2M at June 30, 2026 prices, 8.46% of the portfolio.
Is BKNG a top holding of Pat Dorsey?
BKNG ranks 4th of 11 stock positions in the Pat Dorsey portfolio, at 8.46%.
Did other funds add to BKNG in 2026 Q2?
Among the 4 other tracked funds that hold BKNG, 1 added to it in 2026 Q2 and 3 trimmed it.