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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
651
UI
Untitled Investments
New York
$18.7M -$15.1M 1 7.28% Reduced
652
EP
Edgestream Partners
New Jersey
$18.6M -$5.56M 4 0.55% Reduced
653
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$18.6M +$5.04M 2 0.78% Increased
654
BSI
Bennett Selby Investments
Maine
$18.5M +$231K 1 5.9% Increased
655
DAMU
Deltroit Asset Management (UK)
$18.4M +$15.5M 1 2.64% Increased
656
Brighton Jones LLC
Brighton Jones LLC
Washington
$18.3M -$7.8M 5 0.34% Reduced
657
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$18.3M +$17.4M 7 0.35% Increased
658
Parallel Advisors
Parallel Advisors
California
$18.2M -$603K 12 0.28% Reduced
659
First Financial Bankshares
First Financial Bankshares
Texas
$18.2M +$633K 1 0.34% Increased
660
Avanza Fonder
Avanza Fonder
Sweden
$18.2M +$309K 4 0.4% Increased
661
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$18.1M -$9.48M 1 2.27% Reduced
662
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$18.1M +$7.89M 4 0.24% Increased
663
Caprock Group
Caprock Group
Idaho
$18.1M -$2.13M 7 0.35% Reduced
664
SIC
Schwartz Investment Counsel
Michigan
$17.8M $0 1 0.59% Maintained
665
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$17.8M +$693K 4 0.09% Increased
666
CFM
Crawford Fund Management
Massachusetts
$17.8M -$3.4M 2 2.72% Reduced
667
&Partners
&Partners
Tennessee
$17.8M +$3.39M 6 0.07% Increased
668
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$17.8M -$282K 1 0.6% Reduced
669
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$17.8M +$3.47M 5 0.49% Increased
670
SEM
Suncoast Equity Management
Florida
$17.8M -$1.4M 1 2.22% Reduced
671
Atria Investments
Atria Investments
North Carolina
$17.7M +$428K 6 0.18% Increased
672
FAM
Fairtree Asset Management
South Africa
$17.6M +$551K 3 6.75% Increased
673
Empower Advisory Group
Empower Advisory Group
Colorado
$17.6M +$1.12M 1 0.04% Increased
674
Meyer Handelman Company
Meyer Handelman Company
New York
$17.5M +$788K 1 0.5% Increased
675
Callan Family Office
Callan Family Office
Pennsylvania
$17.5M +$2.48M 5 0.34% Increased