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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
51	Barclays London, United Kingdom	$1.16B	-$13.7M	15	0.22%	Reduced
52	Berkshire Hathaway Omaha, Nebraska	$1.12B	$0	1	0.37%	Maintained
53	Pacer Advisors Malvern, Pennsylvania	$1.11B	+$85.2M	5	2.82%	Increased
54	SG Americas Securities New York	$1.07B	+$420M	12	0.6%	Increased
55	BDP Brehaut David Pascal	$1.06B	$0	1	100%	Maintained
56	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1B	+$113M	1	9.89%	Increased
57	BNP Paribas Financial Markets Paris, France	$999M	-$43.6M	16	0.35%	Reduced
58	Arrowstreet Capital Boston, Massachusetts	$986M	-$173M	7	0.44%	Reduced
59	LMC Lightspeed Management Company Menlo Park, California	$954M	-$151M	1	39.65%	Reduced
60	ClearBridge Investments New York	$939M	-$111M	6	0.78%	Reduced
61	Jennison Associates New York	$932M	+$419M	2	0.56%	Increased
62	Boston Partners Boston, Massachusetts	$930M	-$463M	2	0.83%	Reduced
63	First Eagle Investment Management New York	$878M	+$839M	2	1.45%	Increased
64	PAR Capital Management Boston, Massachusetts	$849M	-$34.4M	6	21.05%	Reduced
65	Russell Investments Group London, United Kingdom	$828M	+$45.8M	14	0.73%	Increased
66	Select Equity Group New York	$828M	-$135M	1	4.1%	Reduced
67	HSBC Holdings London, United Kingdom	$823M	-$234M	10	0.34%	Reduced
68	Loomis, Sayles & Company Boston, Massachusetts	$821M	-$16M	4	1.03%	Reduced
69	Brown Advisory Baltimore, Maryland	$817M	-$63.5M	6	1.26%	Reduced
70	Temasek Holdings Singapore	$803M	+$52.6M	4	2.15%	Increased
71	Citigroup New York	$785M	+$264M	13	0.26%	Increased
72	Mitsubishi UFJ Asset Management Tokyo, Japan	$779M	-$84.8M	6	0.43%	Reduced
73	Citadel Advisors Miami, Florida	$775M	-$249M	16	0.09%	Reduced
74	Jericho Capital Asset Management New York	$768M	+$43.9M	1	6.35%	Increased
75	Rothschild & Co Wealth Management (UK) London, United Kingdom	$765M	-$1.21M	1	11.04%	Reduced