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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
326
INTECH Investment Management
INTECH Investment Management
Florida
$73M -$3.73M 8 0.67% Reduced
327
Czech National Bank
Czech National Bank
Czech Republic
$72.9M +$1.18M 4 0.4% Increased
328
GGHC
Gilder Gagnon Howe & Co
New York
$72.9M +$6.62M 2 0.75% Increased
329
MetLife Investment Management
MetLife Investment Management
New Jersey
$72.2M -$3.22M 9 0.33% Reduced
330
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$70.7M -$2.91M 12 0.22% Reduced
331
Achmea Investment Management
Achmea Investment Management
Netherlands
$70M -$6.81M 2 1.75% Reduced
332
Starboard Value
Starboard Value
New York
$69.9M -$64.2M 1 1.54% Reduced
333
MML Investors Services
MML Investors Services
Massachusetts
$69.6M +$5.1M 6 0.14% Increased
334
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$69.5M -$8M 10 0.11% Reduced
335
QOP
Quinn Opportunity Partners
Virginia
$69.4M -$6.48M 4 3.22% Reduced
336
PensionDanmark
PensionDanmark
Denmark
$69M -$4.95M 4 0.57% Reduced
337
Railway Pension Investments
Railway Pension Investments
United Kingdom
$68.7M -$47.6M 1 0.86% Reduced
338
Bowie Capital Management
Bowie Capital Management
Texas
$68M +$32.4M 1 2.89% Increased
339
Andra AP-fonden
Andra AP-fonden
Sweden
$67.8M +$4.05M 3 0.78% Increased
340
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$67.6M -$2.81M 4 0.3% Reduced
341
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$67.6M -$1.29M 1 0.98% Reduced
342
Mercer Global Advisors
Mercer Global Advisors
Colorado
$67.5M -$2.93M 11 0.08% Reduced
343
Hosking Partners
Hosking Partners
United Kingdom
$67.2M +$7.85M 2 2.23% Increased
344
Jefferies Financial Group
Jefferies Financial Group
New York
$67.1M +$30.3M 5 0.44% Increased
345
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$66.9M +$5.01M 12 0.03% Increased
346
Nissay Asset Management
Nissay Asset Management
Japan
$66.8M +$2.37M 4 0.28% Increased
347
SM
Sunriver Management
Connecticut
$66.7M +$33.8M 2 10.47% Increased
348
B
BloombergSen
Ontario, Canada
$66.4M -$2.25M 1 4.95% Reduced
349
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$66.2M +$786K 2 0.63% Increased
350
Walleye Trading
Walleye Trading
New York
$65.9M +$37.9M 5 0.08% Increased