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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
126	Holocene Advisors New York	$348M	+$196M	3	0.78%	Increased
127	Sculptor Capital New York	$346M	+$29.1M	3	2.82%	Increased
128	Allspring Global Investments Charlotte, North Carolina	$345M	-$13.8M	8	0.53%	Reduced
129	Raymond James Financial St Petersburg, Florida	$344M	-$2.53M	7	0.09%	Reduced
130	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$343M	+$10.5M	9	0.52%	Increased
131	VanEck Associates New York	$343M	-$51.8M	4	0.21%	Reduced
132	Fiduciary Management Inc Milwaukee, Wisconsin	$331M	-$83.5M	1	4.71%	Reduced
133	Gotham Asset Management New York	$322M	+$94.5M	6	0.75%	Increased
134	DnB Asset Management Oslo, Norway	$320M	+$127M	5	0.9%	Increased
135	Los Angeles Capital Management Los Angeles, California	$312M	-$165M	9	1.15%	Reduced
136	Jane Street New York	$312M	-$140M	11	0.03%	Reduced
137	BSL Blue Sparrow LLC Dover, Delaware	$308M	+$292M	1	2.99%	Increased
138	New York State Common Retirement Fund Albany, New York	$302M	-$9.48M	12	0.38%	Reduced
139	C Consulta London, United Kingdom	$301M	+$40.9M	1	10.84%	Increased
140	Balyasny Asset Management Chicago, Illinois	$297M	-$162M	9	0.37%	Reduced
141	Canada Life Winnipeg, Manitoba, Canada	$295M	-$34.2M	5	0.47%	Reduced
142	Pictet Asset Management Carouge, Switzerland	$289M	-$25.4M	10	0.28%	Reduced
143	Mariner Overland Park, Kansas	$286M	-$21.7M	10	0.3%	Reduced
144	CI Investments Inc Toronto, Ontario, Canada	$286M	+$17.1M	4	0.92%	Increased
145	ValueAct Holdings San Francisco, California	$285M	-$188M	2	5.05%	Reduced
146	Voyager Global Management New York	$267M	$0	1	7.36%	Maintained
147	Swedbank Stockholm, Sweden	$267M	+$10.4M	3	0.23%	Increased
148	Pzena Investment Management New York	$266M	+$34.1M	2	0.78%	Increased
149	Longview Partners St Peter Port, Guernsey	$263M	-$66.1M	1	4.26%	Reduced
150	1832 Asset Management Toronto, Ontario, Canada	$262M	+$525K	4	0.13%	Increased