← All themes

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	$7.34B	+$221M	8	1.6%	Increased
2	Vanguard Group Malvern, Pennsylvania	$4.9B	+$242M	8	0.38%	Increased
3	Fidelity Investments Boston, Massachusetts	$4.52B	+$353M	8	0.61%	Increased
4	State Street Boston, Massachusetts	$3.41B	+$30M	9	0.37%	Increased
5	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$2.71B	$0	1	18.17%	Maintained
6	JP Morgan Chase New York	$2.65B	+$27.6M	8	0.63%	Increased
7	BlackRock Institutional Trust San Francisco, California	$2.29B	+$18.9M	7	0.38%	Increased
8	Capital World Investors Los Angeles, California	$2.28B	-$16.8M	3	0.64%	Reduced
9	Jennison Associates New York	$2.08B	+$1.19M	4	1.93%	Increased
10	Silver Lake Group Menlo Park, California	$2.02B	+$970M	1	28.38%	Increased
11	Invesco Atlanta, Georgia	$1.51B	-$117M	7	0.6%	Reduced
12	Baillie Gifford & Co Edinburgh, United Kingdom	$1.45B	-$36.3M	4	3.17%	Reduced
13	Sands Capital Management Arlington, Virginia	$1.41B	+$12.4M	2	3.5%	Increased
14	Wellington Management Group Boston, Massachusetts	$1.29B	-$834M	4	0.36%	Reduced
15	Putnam Investments Boston, Massachusetts	$1.25B	+$157M	5	2.65%	Increased
16	Janus Henderson Investors US Denver, Colorado	$1.2B	-$189M	8	1.1%	Reduced
17	Ameriprise Minneapolis, Minnesota	$1.18B	-$234M	10	0.71%	Reduced
18	Northern Trust Chicago, Illinois	$1.1B	-$81.4K	9	0.35%	Reduced
19	Lone Pine Capital Greenwich, Connecticut	$1.1B	+$138M	2	4.29%	Increased
20	Winslow Capital Management Minneapolis, Minnesota	$1.09B	-$29.1M	2	3.33%	Reduced
21	Bank of New York Mellon New York	$1.02B	+$42.9M	8	0.28%	Increased
22	BlackRock Fund Advisors San Francisco, California	$961M	+$45.9M	7	0.27%	Increased
23	D.E. Shaw & Co New York	$959M	+$426M	7	1.24%	Increased
24	Morgan Stanley New York	$944M	+$20.4M	11	0.36%	Increased
25	Wells Fargo San Francisco, California	$829M	-$33.5M	10	0.35%	Reduced