Booking Holdings retired 6.8% of its shares in twelve months, so this stake grew 7.2% without buying a share.
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Dorsey Asset Management · 13F for Q2 2026
Booking Holdings retired 6.8% of its shares in twelve months, so this stake grew 7.2% without buying a share.
Meta Platforms has retired 12.2% of its shares since its peak.
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
In the Q2 2026 13F, Dorsey Asset Management held BKNG, META. 2 of them are on the Buyback Radar leaderboard.
From Dorsey Asset Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
Booking Holdings retired 6.8% of its shares in the last twelve months. That alone made every remaining share, including Pat Dorsey's 741,500, 7.2% bigger as a slice of the company, without buying anything.
Pat Dorsey’s moves in companies like these are covered on Cannibal Stocks.
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