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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
451
6CM
683 Capital Management
New York
$40.7M -$9.69M 1 2% Reduced
452
Midwest Trust
Midwest Trust
Kansas
$40.5M +$554K 1 0.46% Increased
453
Wedge Capital Management
Wedge Capital Management
North Carolina
$40.3M -$24.2M 2 0.66% Reduced
454
Confluence Investment Management
Confluence Investment Management
Missouri
$40.1M +$6.86M 3 0.63% Increased
455
Tocqueville Asset Management
Tocqueville Asset Management
New York
$40M +$2M 2 0.53% Increased
456
Boston Trust Walden
Boston Trust Walden
Massachusetts
$39.8M -$1.73M 1 0.3% Reduced
457
Utah Retirement Systems
Utah Retirement Systems
Utah
$39.8M -$3.2M 6 0.38% Reduced
458
Huntington National Bank
Huntington National Bank
Ohio
$39.6M -$17.1M 10 0.19% Reduced
459
Great Lakes Advisors
Great Lakes Advisors
Illinois
$39.5M +$2.16M 4 0.3% Increased
460
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$39.4M -$23.9M 4 0.27% Reduced
461
Banque Transatlantique
Banque Transatlantique
France
$39.1M -$32.4M 4 0.84% Reduced
462
RCP
RIT Capital Partners
United Kingdom
$38.8M $0 1 6.25% Maintained
463
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$38.8M +$2.13M 4 0.24% Increased
464
PC
Prevatt Capital
Bahamas
$38.7M $0 1 8.39% Maintained
465
Life Cycle Investment Partners
Life Cycle Investment Partners
$38.7M -$126M 1 0.18% Reduced
466
DJE Kapital
DJE Kapital
Germany
$38.3M +$35.2M 1 0.72% New
467
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$38.3M -$3.03M 7 0.13% Reduced
468
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$37.9M -$11.9M 6 0.75% Reduced
469
Curi RMB Capital
Curi RMB Capital
Illinois
$37.9M -$3.25M 3 0.58% Reduced
470
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$37.7M +$721K 4 1.03% Increased
471
Point72 Asset Management
Point72 Asset Management
Connecticut
$37.7M -$296M 4 0.04% Reduced
472
BNP Paribas
BNP Paribas
France
$37.4M +$1.25M 3 1.01% Increased
473
OP Asset Management
OP Asset Management
$37.2M -$12.6M 5 0.4% Reduced
474
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$36.9M +$744K 3 1.18% Increased
475
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$36.8M -$826K 1 1.51% Reduced