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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
$6.81B -$568M 8 1.41% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.33B +$196M 8 0.36% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.25B +$214M 10 0.54% Increased
4
State Street
State Street
Massachusetts
$3.44B -$106M 9 0.35% Reduced
5
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$3.2B -$415M 1 16.2% Reduced
6
Capital World Investors
Capital World Investors
California
$2.8B +$68.9M 4 0.76% Increased
7
Silver Lake Group
Silver Lake Group
California
$2.39B -$310M 1 47.42% Reduced
8
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.29B -$847K 8 0.36% Reduced
9
Jennison Associates
Jennison Associates
New York
$1.66B -$232M 4 1.52% Reduced
10
Sands Capital Management
Sands Capital Management
Virginia
$1.62B +$35.3M 2 3.86% Increased
11
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.55B -$76.6M 1 5.86% Reduced
12
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.5B -$5.02M 5 2.83% Reduced
13
JP Morgan Chase
JP Morgan Chase
New York
$1.46B -$903M 7 0.33% Reduced
14
Putnam Investments
Putnam Investments
Massachusetts
$1.33B +$8.37M 7 2.66% Increased
15
Bank of New York Mellon
Bank of New York Mellon
New York
$1.33B +$193M 9 0.35% Increased
16
Ameriprise
Ameriprise
Minnesota
$1.32B -$248M 8 0.76% Reduced
17
Morgan Stanley
Morgan Stanley
New York
$1.16B -$87.9M 11 0.43% Reduced
18
JSP
Jackson Square Partners
California
$1.15B +$226M 3 4.4% Increased
19
Capital Research Global Investors
Capital Research Global Investors
California
$1.13B +$53.9M 1 0.39% Increased
20
Invesco
Invesco
Georgia
$1.09B -$79.4M 8 0.42% Reduced
21
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.07B +$23.2M 7 0.26% Increased
22
Northern Trust
Northern Trust
Illinois
$1.06B -$19.3M 9 0.32% Reduced
23
Goldman Sachs
Goldman Sachs
New York
$1.02B +$119M 9 0.33% Increased
24
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$947M -$190M 7 0.78% Reduced
25
Winslow Capital Management
Winslow Capital Management
Minnesota
$758M -$61.3M 2 2.34% Reduced