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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
551
Summit Trail Advisors
Summit Trail Advisors
New York
$26M -$1.46M 7 0.33% Reduced
552
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$26M +$19M 4 0.19% Increased
553
MGI
MayTech Global Investments
New York
$25.9M -$1.69M 1 2.88% Reduced
554
Norinchukin Bank
Norinchukin Bank
Japan
$25.8M +$1.22M 4 0.25% Increased
555
Algert Global
Algert Global
California
$25.8M +$7.03M 4 0.31% Increased
556
Whitebox Advisors
Whitebox Advisors
Minnesota
$25.7M +$5.5M 2 0.34% Increased
557
Yousif Capital Management
Yousif Capital Management
Michigan
$25.6M -$2.51M 6 0.29% Reduced
558
MCM
Mill Capital Management
North Carolina
$25.6M +$112K 1 1.71% Increased
559
PAS
Professional Advisory Services
Florida
$25.5M +$120K 1 3.06% Increased
560
Empyrean Capital Partners
Empyrean Capital Partners
California
$25.5M +$9.36M 2 0.84% Increased
561
LAM
L2 Asset Management
Massachusetts
$25.4M -$5.8M 4 2.64% Reduced
562
Clearstead Advisors
Clearstead Advisors
Ohio
$25.4M -$2.48M 11 0.24% Reduced
563
MCM
Makena Capital Management
California
$25.3M +$968K 1 2.66% Increased
564
OA
Oxbow Advisors
Texas
$25.2M -$875K 3 2.05% Reduced
565
Profund Advisors
Profund Advisors
Maryland
$25.1M +$1.29M 6 0.69% Increased
566
World Investment Advisors
World Investment Advisors
California
$25.1M -$14.4M 3 0.42% Reduced
567
WAS
Wesleyan Assurance Society
United Kingdom
$24.9M $0 1 1.26% Maintained
568
CA
Callahan Advisors
Texas
$24.9M +$1.68M 1 1.88% Increased
569
ARK Investment Management
ARK Investment Management
Florida
$24.8M -$3.61M 2 0.16% Reduced
570
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$24.8M -$382K 1 0.3% Reduced
571
Lido Advisors
Lido Advisors
California
$24.6M +$3.2M 4 0.07% Increased
572
GTCR LLC
GTCR LLC
Illinois
$24.6M $0 1 0.63% Maintained
573
Castleark Management
Castleark Management
Illinois
$24.4M +$2.45M 1 0.66% Increased
574
AQR Arbitrage
AQR Arbitrage
Connecticut
$24.3M +$21M 1 0.35% New
575
HC
Headwater Capital
China
$24.1M -$2.73M 1 4.82% Reduced