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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
$8.34B -$144M 9 1.76% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.42B +$279M 9 0.43% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.01B +$102M 9 0.54% Increased
4
State Street
State Street
Massachusetts
$3.82B +$199M 10 0.42% Increased
5
Capital World Investors
Capital World Investors
California
$3.29B -$119M 4 0.92% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.63B +$110M 9 0.43% Increased
7
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$2.16B -$619M 1 15.63% Reduced
8
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.11B +$222M 3 3.67% Increased
9
Capital Research Global Investors
Capital Research Global Investors
California
$1.96B +$563M 3 0.67% Increased
10
Silver Lake Group
Silver Lake Group
California
$1.6B -$468M 1 22.68% Reduced
11
Invesco
Invesco
Georgia
$1.5B +$255M 9 0.6% Increased
12
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.49B +$204M 9 0.34% Increased
13
Sands Capital Management
Sands Capital Management
Virginia
$1.4B -$111M 1 3.61% Reduced
14
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.38B +$215M 7 1.17% Increased
15
Goldman Sachs
Goldman Sachs
New York
$1.33B +$307M 10 0.42% Increased
16
JP Morgan Chase
JP Morgan Chase
New York
$1.3B -$140M 9 0.33% Reduced
17
Bank of New York Mellon
Bank of New York Mellon
New York
$1.3B -$210M 9 0.39% Reduced
18
Jennison Associates
Jennison Associates
New York
$1.24B +$21.3M 4 1.22% Increased
19
Wellington Management Group
Wellington Management Group
Massachusetts
$1.23B +$296M 6 0.32% Increased
20
Ameriprise
Ameriprise
Minnesota
$1.23B -$255M 8 0.72% Reduced
21
Northern Trust
Northern Trust
Illinois
$1.21B +$33M 9 0.4% Increased
22
AllianceBernstein
AllianceBernstein
Tennessee
$1.19B +$302M 8 1.01% Increased
23
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.06B -$337M 1 4.55% Reduced
24
OppenheimerFunds
OppenheimerFunds
New York
$992M +$663M 5 1.26% Increased
25
Tiger Global Management
Tiger Global Management
New York
$967M +$1B 1 7.77% New