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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
T. Rowe Price Associates
Maryland
$6.07B +$158M 7 1.52% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.1B +$327M 6 0.63% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.58B +$58.9M 6 0.35% Increased
4
State Street
State Street
Massachusetts
$2.95B -$187M 7 0.36% Reduced
5
Capital World Investors
Capital World Investors
California
$2.05B +$27.8M 3 0.62% Increased
6
JP Morgan Chase
JP Morgan Chase
New York
$1.98B +$230M 6 0.59% Increased
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$1.94B +$25.5M 7 0.37% Increased
8
Jennison Associates
Jennison Associates
New York
$1.73B -$76.6M 3 1.81% Reduced
9
Sands Capital Management
Sands Capital Management
Virginia
$1.66B +$138M 1 4.63% Increased
10
OppenheimerFunds
OppenheimerFunds
New York
$1.58B +$602M 3 1.05% Increased
11
Wellington Management Group
Wellington Management Group
Massachusetts
$1.46B +$16.2M 6 0.46% Increased
12
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.25B +$8.58M 4 3.17% Increased
13
Invesco
Invesco
Georgia
$1.22B -$126M 7 0.53% Reduced
14
Ameriprise
Ameriprise
Minnesota
$1.18B -$30.8M 7 0.77% Reduced
15
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.14B -$63.9M 5 1.13% Reduced
16
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.1B -$87.1M 1 3.58% Reduced
17
Lone Pine Capital
Lone Pine Capital
Connecticut
$980M -$822M 1 4.38% Reduced
18
Northern Trust
Northern Trust
Illinois
$929M -$20.1M 7 0.33% Reduced
19
Macquarie Group
Macquarie Group
Australia
$863M -$23M 4 1.69% Reduced
20
Bank of New York Mellon
Bank of New York Mellon
New York
$839M +$22.3M 6 0.25% Increased
21
Wells Fargo
Wells Fargo
California
$836M -$205M 7 0.4% Reduced
22
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$790M +$31.9M 6 0.27% Increased
23
PAR Capital Management
PAR Capital Management
Massachusetts
$780M -$29.9M 3 23.95% Reduced
24
AllianceBernstein
AllianceBernstein
Tennessee
$774M -$78.2M 7 0.77% Reduced
25
Morgan Stanley
Morgan Stanley
New York
$713M -$108M 7 0.34% Reduced