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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
301	Macquarie Group Sydney, NSW 2000, Australia	$82.8M	-$21.2M	5	0.36%	Reduced
302	ACM Arini Captial Management London, United Kingdom	$81.7M	+$4.37M	1	8.38%	Increased
303	USS Investment Management London, United Kingdom	$80.9M	+$22.2M	5	0.29%	Increased
304	DC Dendur Capital New York	$80M	+$3.45M	1	4.2%	Increased
305	Mizuho Markets Americas New York	$79.5M	+$66M	1	1.25%	Increased
306	NONA Ninety One North America New York	$79.4M	-$2.8M	1	3.72%	Reduced
307	Harding Loevner Bridgewater, New Jersey	$78.8M	-$14M	2	0.74%	Reduced
308	Epoch Investment Partners New York	$78M	-$58.5M	1	0.44%	Reduced
309	DG Discerene Group Stamford, Connecticut	$77.6M	-$3.48M	1	8.72%	Reduced
310	Lansforsakringar Fondforvaltning Stockholm, Sweden	$76.9M	+$2.16M	5	0.34%	Increased
311	Xponance Philadelphia, Pennsylvania	$76.7M	+$600K	9	0.47%	Increased
312	NAM Nexpoint Asset Management Dallas, Texas	$76M	+$65.6M	1	5.07%	New
313	Resona Asset Management Koto-Ku,tokyo, Japan	$75.4M	-$6.96M	4	0.35%	Reduced
314	Vident Advisory Alpharetta, Georgia	$75.4M	+$53.4K	9	0.54%	Increased
315	M&T Bank Buffalo, New York	$75.4M	+$747K	8	0.22%	Increased
316	SRFM Shannon River Fund Management New York	$75M	-$12.8M	2	6.7%	Reduced
317	Fisher Asset Management Camas, Washington	$74.8M	-$5.44M	4	0.02%	Reduced
318	Arizona State Retirement System Phoenix, Arizona	$74.3M	-$248K	7	0.37%	Reduced
319	Harvard Management Company Boston, Massachusetts	$73.9M	-$78.2M	1	1.73%	Reduced
320	Alyeska Investment Group Chicago, Illinois	$73.9M	+$45.6M	3	0.19%	Increased
321	Engineers Gate Manager New York	$73.8M	+$23.2M	6	0.96%	Increased
322	Commerce Bank Kansas City, Missouri	$73.7M	-$2.55M	6	0.32%	Reduced
323	Sapient Capital Indianapolis, Indiana	$73.4M	+$27.1M	2	0.96%	Increased
324	Fjarde Ap-fonden Stockholm, Sweden	$73.1M	-$1.39M	4	0.35%	Reduced
325	SC US (TTGP) Menlo Park, California	$73.1M	$0	1	0.23%	Maintained