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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
476
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$36.7M +$840K 1 0.89% Increased
477
TFP
Triple Frond Partners
California
$36.3M -$6M 1 3.24% Reduced
478
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$35.4M -$1.6M 2 0.19% Reduced
479
Trexquant Investment
Trexquant Investment
Connecticut
$35.3M +$5.09M 5 0.21% Increased
480
Annex Advisory Services
Annex Advisory Services
Wisconsin
$35M -$22.4M 1 0.6% Reduced
481
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.9M -$27.7M 11 0.11% Reduced
482
Todd Asset Management
Todd Asset Management
Kentucky
$34.8M -$2.13M 1 0.62% Reduced
483
Markel Group
Markel Group
Virginia
$34.7M $0 1 0.26% Maintained
484
Pathstone Holdings
Pathstone Holdings
New Jersey
$34.5M -$664K 7 0.1% Reduced
485
Magellan Asset Management
Magellan Asset Management
Australia
$34.4M -$16.6M 1 0.77% Reduced
486
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$34.3M -$3.08M 1 0.53% Reduced
487
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$34.3M -$7.79M 4 0.43% Reduced
488
GL
Gemsstock Ltd
United Kingdom
$34.2M -$9.73M 1 11.12% Reduced
489
Mutual of America Capital Management
Mutual of America Capital Management
New York
$33.8M -$95.6K 6 0.33% Reduced
490
Comgest Global Investors
Comgest Global Investors
France
$33.7M -$1.15M 3 0.74% Reduced
491
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$33.4M +$27.6M 1 0.31% New
492
ET
Entropy Technologies
New York
$33.4M +$28.4M 4 1.33% Increased
493
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$33.4M -$3.74M 6 0.04% Reduced
494
PIM
Provident Investment Management
Michigan
$33.3M -$12.3M 1 3.23% Reduced
495
Prudential plc
Prudential plc
United Kingdom
$33M +$8.86M 5 0.18% Increased
496
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$32.7M -$698K 4 0.32% Reduced
497
Silvercrest Asset Management
Silvercrest Asset Management
New York
$32.7M +$554K 3 0.21% Increased
498
Shelton Capital Management
Shelton Capital Management
Colorado
$32.6M -$1.21M 2 0.6% Reduced
499
DCM
DME Capital Management
New York
$32.4M +$9.02M 1 0.83% Increased
500
Evelyn Partners
Evelyn Partners
$32.2M +$30.9M 2 0.07% New