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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
426
Ethic Inc
Ethic Inc
New York
$45.3M +$2.11M 7 0.56% Increased
427
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$45M -$23.3M 6 0.08% Reduced
428
TimesSquare Capital Management
TimesSquare Capital Management
New York
$44.4M +$108K 1 0.65% Increased
429
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$44.3M +$5.4M 5 0.24% Increased
430
Rakuten Investment Management
Rakuten Investment Management
Japan
$43.9M +$32.6M 3 0.13% Increased
431
DP
Dundas Partners
United Kingdom
$43.4M +$2.66M 1 3.14% Increased
432
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$43.2M +$14.9M 2 0.47% Increased
433
Patient Capital Management
Patient Capital Management
Maryland
$42.9M +$7.13K 1 1.41% Increased
434
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$42.3M -$1.4M 9 0.32% Reduced
435
New York Life Investment Management
New York Life Investment Management
New York
$42.3M +$3.2M 5 0.3% Increased
436
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$42.3M -$72.9M 1 1.78% Reduced
437
APM
a16z Perennial Management
California
$42.2M -$627K 1 3.41% Reduced
438
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$42.1M +$17.8M 5 0.08% Increased
439
Close Asset Management
Close Asset Management
United Kingdom
$41.8M -$145K 3 1.11% Reduced
440
PineBridge Investments
PineBridge Investments
New York
$41.6M -$13M 3 0.34% Reduced
441
Burney Company
Burney Company
Virginia
$41.6M +$3.82M 2 1.12% Increased
442
Groupe la Francaise
Groupe la Francaise
France
$41.5M -$31.4M 3 0.5% Reduced
443
TCGDR
TB Capital Gestao de Recursos
$41.3M -$4.78M 2 22.59% Reduced
444
Troy Asset Management
Troy Asset Management
United Kingdom
$41.2M +$6.95M 1 1.15% Increased
445
PAMI
Perseverance Asset Management International
Cayman Islands
$41.2M +$17.8M 1 4.21% Increased
446
Gabelli Funds
Gabelli Funds
New York
$41.1M +$9.32M 5 0.26% Increased
447
Washington Trust
Washington Trust
Rhode Island
$41M -$410K 2 1.27% Reduced
448
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$40.9M +$2.33M 9 0.34% Increased
449
AM
Ares Management
California
$40.7M -$77.4M 1 1.78% Reduced
450
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$40.7M -$83.9M 4 0.06% Reduced