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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
601
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$21.6M -$3.56M 5 0.19% Reduced
602
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$21.6M -$217K 1 0.39% Reduced
603
MFAM
Motley Fool Asset Management
Virginia
$21.6M -$3.84M 3 0.83% Reduced
604
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$21.5M +$63.8K 4 0.14% Increased
605
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$21.5M -$23.6M 4 0.21% Reduced
606
Natixis
Natixis
France
$21.5M -$66.5M 6 0.09% Reduced
607
TIS
Titan Investment Solutions
$21.3M +$664K 1 2.39% Increased
608
OHA
Oak Hill Advisors
New York
$21.3M $0 1 3.03% Maintained
609
Trillium Asset Management
Trillium Asset Management
Massachusetts
$21.2M -$94.4M 1 0.65% Reduced
610
Hancock Whitney
Hancock Whitney
Mississippi
$21.2M -$20.3M 2 0.35% Reduced
611
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$21.2M -$129M 2 0.97% Reduced
612
Simplex Trading
Simplex Trading
Illinois
$21M +$627K 7 0.01% Increased
613
KM
Kora Management
New York
$20.9M $0 1 2.48% Maintained
614
HBK Investments
HBK Investments
Texas
$20.8M -$12.2M 1 0.2% Reduced
615
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$20.6M +$591K 4 0.34% Increased
616
G
GenTrust
Florida
$20.6M +$18.5M 1 0.79% Increased
617
Principal Securities
Principal Securities
Iowa
$20.5M +$769K 4 0.25% Increased
618
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$20.4M -$12.3M 5 0.29% Reduced
619
SummitTX Capital
SummitTX Capital
Texas
$20.4M +$7.22M 2 0.52% Increased
620
Cullen Capital Management
Cullen Capital Management
New York
$20.3M +$19.9M 1 0.2% New
621
DSAM
Dock Street Asset Management
Florida
$20.3M -$1.5M 1 1.88% Reduced
622
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$20.3M +$710K 4 0.71% Increased
623
HMP
HS Management Partners
New York
$20.2M -$1.22M 2 6.95% Reduced
624
London Company of Virginia
London Company of Virginia
Virginia
$20.2M +$900K 2 0.12% Increased
625
BIAS
Beacon Investment Advisory Services
New Jersey
$20.1M -$928K 2 0.75% Reduced