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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
26
UBS AM
UBS AM
Illinois
$2.05B +$139M 12 0.37% Increased
27
Bank of New York Mellon
Bank of New York Mellon
New York
$2.05B -$177M 11 0.34% Reduced
28
Legal & General Group
Legal & General Group
United Kingdom
$1.89B -$68.4M 12 0.39% Reduced
29
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.88B +$44.7M 2 12.32% Increased
30
Wellington Management Group
Wellington Management Group
Massachusetts
$1.83B +$371M 8 0.32% Increased
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.81B +$347M 15 0.27% Increased
32
Sanders Capital
Sanders Capital
Florida
$1.74B -$16.2M 2 1.75% Reduced
33
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.73B -$84.1M 13 2.06% Reduced
34
Ameriprise
Ameriprise
Minnesota
$1.69B -$100M 10 0.34% Reduced
35
Capital Research Global Investors
Capital Research Global Investors
California
$1.64B +$927M 2 0.23% Increased
36
Victory Capital Management
Victory Capital Management
Texas
$1.55B +$42.2M 10 0.87% Increased
37
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$1.54B -$36.9M 12 0.34% Reduced
38
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.52B +$189M 7 0.48% Increased
39
UBS Group
UBS Group
Switzerland
$1.51B -$99.6M 22 0.19% Reduced
40
AE
American Express
New York
$1.48B $0 1 100% Maintained
41
Franklin Resources
Franklin Resources
California
$1.48B +$302M 10 0.32% Increased
42
BFMH
Baring Fintech Manager Holding
Guernsey
$1.45B -$112M 1 100% Reduced
43
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.41B -$643M 6 0.78% Reduced
44
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.39B +$22.7M 12 0.25% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$1.3B +$87M 9 0.76% Increased
46
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.29B +$33.9M 3 1.17% Increased
47
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.28B +$912M 1 4.41% Increased
48
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.22B -$96M 2 0.8% Reduced
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.21B +$112M 7 0.86% Increased
50
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.18B +$19.8M 4 2.63% Increased