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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	$7.57B	+$554M	8	1.63%	Increased
2	Vanguard Group Malvern, Pennsylvania	$4.86B	+$126M	7	0.38%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.53B	-$381M	7	0.61%	Reduced
4	State Street Boston, Massachusetts	$3.51B	-$445M	8	0.38%	Reduced
5	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$3.03B	+$2.69B	1	18.91%	New
6	JP Morgan Chase New York	$2.65B	+$57.2M	7	0.67%	Increased
7	BlackRock Institutional Trust San Francisco, California	$2.37B	-$79.3M	6	0.39%	Reduced
8	Capital World Investors Los Angeles, California	$2.32B	-$41.8M	3	0.64%	Reduced
9	Jennison Associates New York	$2.23B	+$167M	3	2.05%	Increased
10	Wellington Management Group Boston, Massachusetts	$2.2B	+$248M	5	0.59%	Increased
11	Baillie Gifford & Co Edinburgh, United Kingdom	$1.71B	+$53.5M	4	3.7%	Increased
12	Invesco Atlanta, Georgia	$1.7B	-$41.8M	6	0.67%	Reduced
13	Ameriprise Minneapolis, Minnesota	$1.47B	+$81.3M	8	0.87%	Increased
14	Janus Henderson Investors US Denver, Colorado	$1.46B	-$28.5M	6	1.34%	Reduced
15	Sands Capital Management Arlington, Virginia	$1.45B	-$365M	1	3.65%	Reduced
16	Norges Bank Oslo, Norway	$1.28B	+$621M	4	0.35%	Increased
17	Silver Lake Group Menlo Park, California	$1.23B	+$1.09B	1	81.46%	New
18	Winslow Capital Management Minneapolis, Minnesota	$1.19B	-$14.8M	2	3.63%	Reduced
19	Northern Trust Chicago, Illinois	$1.15B	-$27.6M	8	0.36%	Reduced
20	Putnam Investments Boston, Massachusetts	$1.14B	+$784M	5	2.45%	Increased
21	Lone Pine Capital Greenwich, Connecticut	$1.03B	+$582M	3	4.14%	Increased
22	Bank of New York Mellon New York	$1.01B	+$16.6M	7	0.27%	Increased
23	Morgan Stanley New York	$998M	+$133M	10	0.39%	Increased
24	BlackRock Fund Advisors San Francisco, California	$957M	-$84.9M	6	0.27%	Reduced
25	Wells Fargo San Francisco, California	$907M	-$113M	9	0.37%	Reduced