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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
1	T. Rowe Price Associates Baltimore, Maryland	$4.64B	+$4.27B	7	1.24%	New
2	Fidelity Investments Boston, Massachusetts	$3.05B	+$2.83B	6	0.5%	New
3	Vanguard Group Malvern, Pennsylvania	$2.99B	+$2.79B	6	0.31%	New
4	State Street Boston, Massachusetts	$2.65B	+$2.46B	7	0.35%	New
5	Capital World Investors Los Angeles, California	$1.63B	+$1.5B	3	0.53%	New
6	BlackRock Institutional Trust San Francisco, California	$1.62B	+$1.51B	7	0.33%	New
7	JP Morgan Chase New York	$1.56B	+$1.47B	6	0.5%	New
8	Lone Pine Capital Greenwich, Connecticut	$1.54B	+$1.43B	2	7.51%	New
9	Jennison Associates New York	$1.48B	+$1.37B	3	1.67%	New
10	Sands Capital Management Arlington, Virginia	$1.24B	+$1.14B	1	4.16%	New
11	Wellington Management Group Boston, Massachusetts	$1.18B	+$1.09B	6	0.38%	New
12	Invesco Atlanta, Georgia	$1.13B	+$1.05B	8	0.53%	New
13	BNP Paribas Financial Markets Paris, France	$1.04B	+$7.73B	6	0.74%	New
14	Ameriprise Minneapolis, Minnesota	$1.01B	+$936M	7	0.7%	New
15	Winslow Capital Management Minneapolis, Minnesota	$980M	+$905M	1	3.2%	New
16	Janus Henderson Investors US Denver, Colorado	$947M	+$866M	6	0.99%	New
17	Baillie Gifford & Co Edinburgh, United Kingdom	$886M	+$806M	3	2.69%	New
18	Wells Fargo San Francisco, California	$838M	+$767M	7	0.43%	New
19	Northern Trust Chicago, Illinois	$800M	+$744M	7	0.29%	New
20	Macquarie Group Sydney, NSW 2000, Australia	$722M	+$666M	4	1.57%	New
21	Bank of New York Mellon New York	$686M	+$638M	6	0.22%	New
22	PAR Capital Management Boston, Massachusetts	$686M	+$641M	3	19.25%	New
23	AllianceBernstein Nashville, Tennessee	$678M	+$622M	7	0.72%	New
24	Morgan Stanley New York	$669M	+$621M	8	0.34%	New
25	Coatue Management New York	$646M	+$600M	2	7.16%	New