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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
376	GC Greenvale Capital London, United Kingdom	$57.7M	+$1.32M	1	6.3%	Increased
377	Aware Super Sydney, Australia	$57.4M	-$7.95M	3	0.81%	Reduced
378	WCM Investment Management Laguna Beach, California	$57.4M	+$7.21M	1	0.1%	Increased
379	Flossbach Von Storch Cologne, Germany	$56.7M	-$8.22M	4	0.26%	Reduced
380	Nikko Asset Management Americas New York	$56.6M	-$1.62M	2	0.73%	Reduced
381	Polar Asset Management Partners Toronto, Ontario, Canada	$56.4M	+$49.7M	2	0.93%	New
382	Hudson Bay Capital Management Stamford, Connecticut	$56M	+$7.83M	4	0.15%	Increased
383	UniSuper Management Melbourne, Victoria, Australia	$55.5M	+$5.38M	4	0.29%	Increased
384	CIBC World Market Toronto, Ontario, Canada	$55.5M	-$3.68M	5	0.09%	Reduced
385	BFS Baskin Financial Services Toronto, Ontario, Canada	$54.9M	-$1.45M	1	4.32%	Reduced
386	Calamos Advisors Naperville, Illinois	$54.8M	-$22.9M	2	0.18%	Reduced
387	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$54.5M	-$741K	4	0.34%	Reduced
388	Amalgamated Bank New York	$54.3M	-$2.84M	7	0.38%	Reduced
389	Ossiam Paris, France	$54.3M	-$14.7M	4	0.72%	Reduced
390	Scotia Capital Toronto, Ontario, Canada	$54M	-$722M	4	0.2%	Reduced
391	MAI Capital Management Independence, Ohio	$53.7M	+$2.6M	5	0.2%	Increased
392	KeyBank National Association Cleveland, Ohio	$53.5M	-$1.28M	4	0.18%	Reduced
393	Crestwood Advisors Group Boston, Massachusetts	$53M	-$24.4M	4	0.79%	Reduced
394	Marex Group London,	$52.6M	-$186M	6	0.22%	Reduced
395	Oaktree Capital Management Los Angeles, California	$52.4M	+$44.7M	1	0.73%	New
396	TNB Thomasville National Bank Thomasville, Georgia	$52.2M	+$50M	2	2.87%	New
397	Mediolanum International Funds Dublin 1, Ireland	$52.2M	+$6.35M	3	0.45%	Increased
398	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$52M	$0	1	9.85%	Maintained
399	SCA Southpoint Capital Advisors New York	$52M	-$33.9M	1	1.18%	Reduced
400	Group One Trading Chicago, Illinois	$52M	+$31.7M	10	0.07%	Increased