← 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
T. Rowe Price Associates
Maryland
$7.11B +$143M 8 1.51% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.89B +$191M 8 0.35% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.8B -$433M 8 0.49% Reduced
4
State Street
State Street
Massachusetts
$3.41B +$129M 9 0.34% Increased
5
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$3.07B $0 1 18.71% Maintained
6
Capital World Investors
Capital World Investors
California
$2.47B +$346M 3 0.67% Increased
7
Silver Lake Group
Silver Lake Group
California
$2.29B $0 1 27.84% Maintained
8
JP Morgan Chase
JP Morgan Chase
New York
$2.27B -$296M 8 0.52% Reduced
9
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.2B -$7.22M 8 0.35% Reduced
10
Jennison Associates
Jennison Associates
New York
$1.82B -$119M 3 1.7% Reduced
11
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.59B +$502M 1 6.68% Increased
12
Sands Capital Management
Sands Capital Management
Virginia
$1.55B +$169M 2 3.7% Increased
13
Ameriprise
Ameriprise
Minnesota
$1.52B +$357M 8 0.88% Increased
14
Putnam Investments
Putnam Investments
Massachusetts
$1.29B +$56.1M 6 2.64% Increased
15
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.27B +$94.4M 4 2.54% Increased
16
Invesco
Invesco
Georgia
$1.13B -$326M 9 0.44% Reduced
17
Morgan Stanley
Morgan Stanley
New York
$1.11B +$279M 11 0.4% Increased
18
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.1B -$52.5M 7 0.94% Reduced
19
Bank of New York Mellon
Bank of New York Mellon
New York
$1.08B +$95.4M 9 0.28% Increased
20
Capital Research Global Investors
Capital Research Global Investors
California
$1.06B +$526M 1 0.36% Increased
21
Northern Trust
Northern Trust
Illinois
$1.04B -$21.6M 9 0.31% Reduced
22
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.01B +$80.9M 7 0.25% Increased
23
JSP
Jackson Square Partners
California
$887M +$80.5M 1 3.5% Increased
24
Goldman Sachs
Goldman Sachs
New York
$841M +$277M 11 0.27% Increased
25
Winslow Capital Management
Winslow Capital Management
Minnesota
$781M -$264M 2 2.41% Reduced