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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
701	PIM Platinum Investment Management Sydney Australia 2000, Australia	$16.2M	-$1.38M	2	3.99%	Reduced
702	PMG ProVise Management Group Clearwater, Florida	$16.2M	+$708K	2	1.09%	Increased
703	First Citizens Bank & Trust Raleigh, North Carolina	$16.2M	+$935K	2	0.24%	Increased
704	Bragg Financial Advisors Charlotte, North Carolina	$15.9M	+$870K	1	0.43%	Increased
705	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$15.9M	+$2.06M	3	0.57%	Increased
706	GCCM Green Court Capital Management Hong Kong	$15.9M	-$4.75M	1	13.62%	Reduced
707	Jain Global New York	$15.9M	+$9.59M	5	0.06%	Increased
708	GIPM G2 Investment Partners Management New York	$15.8M	+$10.6M	1	2.89%	Increased
709	Choate Investment Advisors Boston, Massachusetts	$15.8M	-$273K	3	0.28%	Reduced
710	OPCM Osborne Partners Capital Management San Francisco, California	$15.8M	-$860K	2	0.88%	Reduced
711	Calamos Wealth Management Naperville, Illinois	$15.8M	-$211K	3	0.48%	Reduced
712	AP Archon Partners Princeton Junction, New Jersey	$15.7M	-$4.21M	1	1.68%	Reduced
713	ELI Empire Life Investments Toronto, Ontario, Canada	$15.7M	-$2.1M	1	0.88%	Reduced
714	Harvest Fund Management Beijing, China	$15.6M	-$474K	3	0.52%	Reduced
715	ACG Ampersand Capital Group Burlingame, California	$15.6M	$0	1	7.05%	Maintained
716	Harvest Portfolios Group Oakville, Ontario, Canada	$15.6M	-$1.58M	3	0.22%	Reduced
717	ExodusPoint Capital Management New York	$15.5M	+$7.56M	5	0.1%	Increased
718	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$15.5M	+$137K	10	0.01%	Increased
719	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$15.5M	+$876K	1	1.34%	Increased
720	Bradley Foster & Sargent Hartford, Connecticut	$15.5M	+$248K	3	0.22%	Increased
721	SI Sora Investors Bryn Mawr, Pennsylvania	$15.4M	-$21.1M	1	1.18%	Reduced
722	SteelPeak Wealth Woodland Hills, California	$15.3M	+$14.4M	1	0.4%	Increased
723	LGT Fund Management Vaduz, Liechtenstein	$15.2M	-$1.35M	2	0.64%	Reduced
724	TLC True Light Capital Singapore,	$14.9M	$0	1	9.81%	Maintained
725	NPT Nixon Peabody Trust Boston, Massachusetts	$14.9M	+$221K	1	1.05%	Increased