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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
$7.3B +$451M 9 1.5% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.59B +$126M 8 0.38% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.93B -$405M 9 0.5% Reduced
4
State Street
State Street
Massachusetts
$3.35B -$162M 9 0.36% Reduced
5
Capital World Investors
Capital World Investors
California
$3.02B -$77.1M 4 0.82% Reduced
6
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$2.67B -$495M 1 12.32% Reduced
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.33B +$10.6M 9 0.38% Increased
8
Silver Lake Group
Silver Lake Group
California
$1.99B -$370M 1 26.5% Reduced
9
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.7B +$675K 5 3.05% Increased
10
Sands Capital Management
Sands Capital Management
Virginia
$1.54B -$73.5M 2 3.77% Reduced
11
Jennison Associates
Jennison Associates
New York
$1.44B -$221M 5 1.32% Reduced
12
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.37B -$165M 1 5.13% Reduced
13
JP Morgan Chase
JP Morgan Chase
New York
$1.37B -$197M 6 0.32% Reduced
14
Ameriprise
Ameriprise
Minnesota
$1.34B +$17.9M 8 0.76% Increased
15
Bank of New York Mellon
Bank of New York Mellon
New York
$1.32B -$51.6M 9 0.36% Reduced
16
Putnam Investments
Putnam Investments
Massachusetts
$1.24B -$115M 6 2.48% Reduced
17
Capital Research Global Investors
Capital Research Global Investors
California
$1.2B +$84.8M 1 0.4% Increased
18
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.2B +$102M 8 0.29% Increased
19
Invesco
Invesco
Georgia
$1.09B -$22.3M 11 0.43% Reduced
20
Northern Trust
Northern Trust
Illinois
$1.09B +$10.4M 9 0.33% Increased
21
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.01B +$211M 2 3.34% Increased
22
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$985M +$19.9M 7 0.81% Increased
23
Tiger Global Management
Tiger Global Management
New York
$945M +$412M 2 9.66% Increased
24
JSP
Jackson Square Partners
California
$928M -$273M 3 3.55% Reduced
25
Goldman Sachs
Goldman Sachs
New York
$923M -$137M 11 0.29% Reduced