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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
151
ARGA Investment Management
ARGA Investment Management
Connecticut
$260M +$182M 1 6.63% Increased
152
Aberdeen Group
Aberdeen Group
United Kingdom
$256M -$10.5M 5 0.36% Reduced
153
DAM
Dorsey Asset Management
Illinois
$252M +$64.3M 2 16.15% Increased
154
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$250M -$3.73B 5 0.38% Reduced
155
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$242M +$55M 4 0.69% Increased
156
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$239M -$136M 2 1.62% Reduced
157
Renaissance Technologies
Renaissance Technologies
New York
$237M -$52M 9 0.33% Reduced
158
Polen Capital Management
Polen Capital Management
Florida
$236M -$85.1M 1 2.03% Reduced
159
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$234M -$180M 6 0.4% Reduced
160
Apollo Management Holdings
Apollo Management Holdings
New York
$234M -$9.51M 2 2.62% Reduced
161
Adage Capital Partners
Adage Capital Partners
Massachusetts
$233M +$34.5M 4 0.33% Increased
162
MCF
MKA Charitable Fund
California
$233M -$20.5M 1 100% Reduced
163
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$232M +$57.9M 6 0.23% Increased
164
Aviva
Aviva
United Kingdom
$230M -$3.02M 5 0.34% Reduced
165
ProShare Advisors
ProShare Advisors
Maryland
$228M -$67.2M 8 0.33% Reduced
166
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$226M -$10.1M 7 0.37% Reduced
167
Royal London Asset Management
Royal London Asset Management
United Kingdom
$224M -$3.06B 5 0.41% Reduced
168
SE
Spice Expeditions
Connecticut
$224M +$219M 1 100% New
169
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$221M +$13.9M 7 0.59% Increased
170
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$218M -$12.5M 7 0.48% Reduced
171
SEB Asset Management
SEB Asset Management
$217M +$22.7M 4 0.82% Increased
172
Squarepoint
Squarepoint
New York
$217M -$189M 12 0.24% Reduced
173
VOYA Investment Management
VOYA Investment Management
Georgia
$217M +$98.5M 9 0.19% Increased
174
Prudential Financial
Prudential Financial
New Jersey
$216M -$115M 9 0.24% Reduced
175
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$215M -$12.5M 6 0.4% Reduced