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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
$6.41B -$257M 7 1.47% Reduced
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.32B -$288M 6 0.61% Reduced
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.18B +$50.3M 6 0.37% Increased
4
State Street
State Street
Massachusetts
$3.69B +$272M 7 0.41% Increased
5
JP Morgan Chase
JP Morgan Chase
New York
$2.36B +$11.1M 6 0.67% Increased
6
Capital World Investors
Capital World Investors
California
$2.29B +$71.5M 3 0.64% Increased
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.23B -$2.74M 7 0.39% Reduced
8
Jennison Associates
Jennison Associates
New York
$2.14B +$164M 4 2.1% Increased
9
Sands Capital Management
Sands Capital Management
Virginia
$1.88B -$29.6M 1 4.91% Reduced
10
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.74B -$47.7M 7 1.27% Reduced
11
Invesco
Invesco
Georgia
$1.56B +$161M 7 0.62% Increased
12
Wellington Management Group
Wellington Management Group
Massachusetts
$1.5B -$144M 6 0.43% Reduced
13
Ameriprise
Ameriprise
Minnesota
$1.31B -$48.3M 7 0.79% Reduced
14
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.23B -$14.4M 4 1.16% Reduced
15
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.21B -$59.4M 1 3.56% Reduced
16
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.09B -$170M 4 2.57% Reduced
17
Tiger Global Management
Tiger Global Management
New York
$1.08B +$251M 3 13.49% Increased
18
Northern Trust
Northern Trust
Illinois
$1.07B -$885K 7 0.34% Reduced
19
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.03B -$94.3M 1 4.42% Reduced
20
Bank of New York Mellon
Bank of New York Mellon
New York
$942M -$24.7M 6 0.26% Reduced
21
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$934M +$30.5M 6 0.28% Increased
22
Wells Fargo
Wells Fargo
California
$929M +$4.25M 7 0.4% Increased
23
Macquarie Group
Macquarie Group
Australia
$919M -$66.2M 4 1.65% Reduced
24
Morgan Stanley
Morgan Stanley
New York
$870M +$67.3M 8 0.37% Increased
25
Deutsche Bank
Deutsche Bank
Germany
$755M +$114M 7 0.54% Increased