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Online Travel & Experiences

Booking platforms sit between travellers and the airlines, hotels, and hosts that serve them, taking a commission on each reservation. Demand is discretionary and moves sharply with confidence and exchange rates.

32 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$134M +$161K 7 0.33% Increased
227
Primecap Management
Primecap Management
California
$133M -$161K 1 0.08% Reduced
228
Causeway Capital Management
Causeway Capital Management
California
$133M +$29.6M 2 1.44% Increased
229
Sands Capital Management
Sands Capital Management
Virginia
$133M -$4.69M 1 0.49% Reduced
230
Wasatch Advisors
Wasatch Advisors
Utah
$132M +$6.08M 1 0.86% Increased
231
IEQ Capital
IEQ Capital
California
$131M -$59.9M 5 0.61% Reduced
232
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$130M -$2.85M 7 0.57% Reduced
233
Samlyn Capital
Samlyn Capital
New York
$130M -$72.3M 1 2.11% Reduced
234
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$128M -$1.95M 4 0.39% Reduced
235
SCM
Steadfast Capital Management
New York
$128M -$7.28M 1 3.91% Reduced
236
Chevy Chase Trust
Chevy Chase Trust
Maryland
$124M -$5.56M 4 0.32% Reduced
237
JP
JNE Partners
United Kingdom
$124M $0 1 50.95% Maintained
238
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$124M -$73.2M 5 0.15% Reduced
239
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$123M -$1.14B 3 0.45% Reduced
240
AustralianSuper
AustralianSuper
Australia
$123M -$149M 3 0.53% Reduced
241
Asset Management One
Asset Management One
Japan
$122M -$764K 6 0.31% Reduced
242
BC
BIT Capital
Germany
$122M +$80.4M 2 3.61% Increased
243
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$122M +$3.88M 3 0.53% Increased
244
GAM
GuardCap Asset Management
United Kingdom
$122M -$28.1M 1 8.65% Reduced
245
CapitalatWork SA
CapitalatWork SA
$120M +$3.71M 2 3.02% Increased
246
SRS Investment Management
SRS Investment Management
New York
$120M -$156M 2 1.11% Reduced
247
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$120M -$10.1M 9 0.35% Reduced
248
Carmignac Gestion
Carmignac Gestion
France
$119M -$59.3M 4 1.54% Reduced
249
AC
AMANSA Capital
Singapore
$119M $0 1 50.55% Maintained
250
Woodline Partners
Woodline Partners
California
$113M -$72.9M 4 0.35% Reduced