Dorsey Asset Management — BKNG

How Dorsey Asset Management's position in BOOKING HLDGS INC changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	16,444	$69,234,502	5.51%	ADD
Q4 2025	16,317	$87,382,920	7.6%	NEW