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Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Apple AAPL $5.01T	1,853	+1,853	–	$219B
2	2 Walmart Inc WMT $922B	1,316	+1,316	–	$73.7B
3	3 eBay EBAY $52B	915	+915	–	$54.7B
4	4 Amazon AMZN $2.74T	855	+855	–	$86.1B
5	5 Copart CPRT $24.3B	264	+264	–	$3.27B
6	6 Mercado Libre MELI $93.2B	188	+188	–	$3.99B
7	7 CoStar Group CSGP $12.2B	184	+184	–	$3.66B
8	8 Groupon GRPN $722M	170	+170	–	$3.76B
9	9 Liquidity Services LQDT $1.37B	167	+167	–	$1.14B
10	10 Openlane OPLN $4.49B	154	+154	–	$2.17B
11	11 RB Global RBA $16.3B	150	+150	–	$2.02B
12	12 Yelp YELP $1.06B	144	+144	–	$1.23B
13	13 DHI Group DHX $213M	130	+130	–	$523M
14	14 Zillow ZG $6.58B	124	+124	–	$1.52B
15	15 Angi Inc ANGI $248M	121	+121	–	$1.34B
16	16 eHealth EHTH $19.5M	103	+103	–	$424M
17	17 QuinStreet QNST $895M	96	+96	–	$205M
18	18 Shutterstock SSTK $149M	82	+82	–	$689M
19	19 Travelzoo TZOO $51.9M	82	+82	–	$136M
20	20 LendingTree TREE $339M	80	+80	–	$76M
21	SFUN 21 DELISTED Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares) SFUN	68	+68	–	$676M
22	22 News Corp Class A NWSA $15.9B	40	+40	–	$2.75B
23	AUTO 23 DELISTED AutoWeb, Inc. Common Stock AUTO	27	+27	–	$19.9M
24	24 News Corp Class B NWS $17.5B	9	+9	–	$10M
25	25 ACV Auctions ACVA $1.78B	–	–	–	–