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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
526
ACM
Alta Capital Management
Utah
$29.3M -$1.99M 1 2.18% Reduced
527
BCM
Benchstone Capital Management
New York
$29.2M -$20.6M 1 3.53% Reduced
528
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$29.2M -$26.9M 5 0.25% Reduced
529
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$29.1M +$638K 10 0.15% Increased
530
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$29M +$5.31M 1 0.93% Increased
531
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$29M -$5.03M 4 0.6% Reduced
532
Wealthfront Advisers
Wealthfront Advisers
California
$28.9M +$1.7M 4 0.06% Increased
533
Boothbay Fund Management
Boothbay Fund Management
New York
$28.7M -$1.4M 8 0.38% Reduced
534
AGC
Aspen Grove Capital
Colorado
$28.6M +$12.5K 2 4.12% Increased
535
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$28.6M -$1.53M 8 0.28% Reduced
536
Jump Financial
Jump Financial
Illinois
$28.3M +$13M 10 0.23% Increased
537
DJSG
D.J. St. Germain
Massachusetts
$28.2M +$188K 2 1.01% Increased
538
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$28.2M -$16.9M 1 0.33% Reduced
539
Winton Group
Winton Group
United Kingdom
$27.4M -$13.2M 3 0.89% Reduced
540
Rockefeller Capital Management
Rockefeller Capital Management
New York
$27.4M -$13.7M 12 0.04% Reduced
541
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$27.3M -$237M 2 3.28% Reduced
542
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$26.9M -$687K 6 0.4% Reduced
543
North Star Asset Management
North Star Asset Management
Wisconsin
$26.8M -$498K 2 1.05% Reduced
544
Merit Financial Group
Merit Financial Group
Georgia
$26.5M -$177K 5 0.16% Reduced
545
BWFA
Baltimore-Washington Financial Advisors
Maryland
$26.5M -$811K 1 0.99% Reduced
546
Armistice Capital
Armistice Capital
New York
$26.5M +$20.9M 3 0.32% Increased
547
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$26.3M -$609K 8 0.68% Reduced
548
C WorldWide Group
C WorldWide Group
Denmark
$26M -$3.84M 2 0.63% Reduced
549
RBF Capital
RBF Capital
California
$26M -$3.78M 6 1.08% Reduced
550
SCM
Stanley Capital Management
Texas
$26M $0 1 3.45% Maintained