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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
76
Wells Fargo
Wells Fargo
California
$763M +$30.8M 14 0.12% Increased
77
Swiss National Bank
Swiss National Bank
Switzerland
$744M -$45.8M 7 0.39% Reduced
78
LP
Linonia Partnership
New York
$744M -$30.8M 2 13.29% Reduced
79
Man Group
Man Group
United Kingdom
$742M +$122M 8 1.18% Increased
80
D.E. Shaw & Co
D.E. Shaw & Co
New York
$733M -$471M 8 0.35% Reduced
81
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$721M +$40.8M 7 0.89% Increased
82
Two Sigma Investments
Two Sigma Investments
New York
$679M +$34.1M 12 0.49% Increased
83
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$654M -$17.3M 5 0.37% Reduced
84
AH Capital Management
AH Capital Management
California
$645M $0 1 4.54% Maintained
85
BFFIM
Baring Fintech Fund III Managers
Guernsey
$616M -$420M 1 100% Reduced
86
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$613M +$4.89M 2 4.69% Increased
87
National Pension Service
National Pension Service
South Korea
$611M +$23M 4 0.39% Increased
88
DZ Bank
DZ Bank
Germany
$607M +$108M 6 0.47% Increased
89
Jupiter Topco
Jupiter Topco
New York
$567M +$543M 8 0.23% New
90
Allianz Asset Management
Allianz Asset Management
Germany
$566M +$140M 5 0.46% Increased
91
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$561M -$22.3M 12 0.26% Reduced
92
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$558M +$110M 3 0.8% Increased
93
American Century Companies
American Century Companies
Missouri
$556M -$822K 9 0.25% Reduced
94
Envestnet Asset Management
Envestnet Asset Management
Illinois
$538M +$10.1M 10 0.13% Increased
95
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$536M +$96.4M 7 0.81% Increased
96
Fidelity International
Fidelity International
Bermuda
$536M +$50.3M 8 0.38% Increased
97
Artisan Partners
Artisan Partners
Wisconsin
$535M -$221M 6 0.85% Reduced
98
California Public Employees Retirement System
California Public Employees Retirement System
California
$533M -$62.4M 5 0.3% Reduced
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$532M -$24.6M 13 0.4% Reduced
100
Federated Hermes
Federated Hermes
Pennsylvania
$519M -$46.9M 9 0.75% Reduced