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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
176
KBC Group
KBC Group
Belgium
$214M -$6.43M 7 0.46% Reduced
177
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$213M +$5.32M 10 0.17% Increased
178
TAM
Timucuan Asset Management
Florida
$211M -$343K 1 7.75% Reduced
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$210M +$4.72M 3 0.64% Increased
180
LPL Financial
LPL Financial
California
$210M +$17.2M 10 0.05% Increased
181
Natixis Advisors
Natixis Advisors
Massachusetts
$209M +$51.4M 6 0.23% Increased
182
Third Point
Third Point
New York
$208M +$110M 1 4.44% Increased
183
Empowered Funds
Empowered Funds
Pennsylvania
$206M +$48.4M 6 1.09% Increased
184
Voloridge Investment Management
Voloridge Investment Management
Florida
$205M -$57.6M 5 0.87% Reduced
185
Korea Investment Corp
Korea Investment Corp
South Korea
$202M +$17.9M 5 0.38% Increased
186
Rathbones Group
Rathbones Group
United Kingdom
$201M -$11.2M 3 0.74% Reduced
187
Lazard Asset Management
Lazard Asset Management
New York
$200M +$39.5M 8 0.3% Increased
188
Findlay Park Partners
Findlay Park Partners
United Kingdom
$199M +$7.11M 2 2.68% Increased
189
First Manhattan
First Manhattan
New York
$196M +$9.31M 3 0.5% Increased
190
Credit Agricole
Credit Agricole
France
$196M +$69.4M 5 0.4% Increased
191
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$191M +$103M 8 0.69% Increased
192
Stifel Financial
Stifel Financial
Missouri
$185M +$21.5M 9 0.15% Increased
193
Glenmede Trust
Glenmede Trust
Pennsylvania
$181M -$7.26M 5 0.8% Reduced
194
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$179M +$134M 5 0.34% Increased
195
Nomura Asset Management
Nomura Asset Management
Japan
$178M -$1.65M 4 0.38% Reduced
196
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$176M -$18.3M 1 3.69% Reduced
197
CFM
Coronation Fund Managers
South Africa
$174M -$15.7M 3 6.63% Reduced
198
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$172M -$1.75M 10 0.49% Reduced
199
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$172M +$8.52M 3 0.44% Increased
200
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$170M +$22.9M 6 0.28% Increased