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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
$8.93B +$237M 9 1.89% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.28B +$102M 10 0.39% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.64B -$172M 9 0.5% Reduced
4
State Street
State Street
Massachusetts
$3.6B +$82M 9 0.39% Increased
5
Capital World Investors
Capital World Investors
California
$3.43B +$469M 5 0.93% Increased
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.58B +$114M 10 0.42% Increased
7
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.15B +$182M 3 3.83% Increased
8
Capital Research Global Investors
Capital Research Global Investors
California
$2B -$295M 3 0.68% Reduced
9
Wellington Management Group
Wellington Management Group
Massachusetts
$1.58B -$50M 7 0.41% Reduced
10
Sands Capital Management
Sands Capital Management
Virginia
$1.5B +$258M 2 4.62% Increased
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.46B +$126M 10 0.32% Increased
12
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.4B +$427M 1 6.46% Increased
13
Invesco
Invesco
Georgia
$1.3B -$47M 9 0.48% Reduced
14
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$1.23B $0 1 13.46% Maintained
15
Jennison Associates
Jennison Associates
New York
$1.22B +$180M 4 1.34% Increased
16
Bank of New York Mellon
Bank of New York Mellon
New York
$1.2B -$27.6M 9 0.37% Reduced
17
Northern Trust
Northern Trust
Illinois
$1.17B +$67.9M 10 0.38% Increased
18
JP Morgan Chase
JP Morgan Chase
New York
$1.16B +$312M 10 0.29% Increased
19
Goldman Sachs
Goldman Sachs
New York
$1.14B -$10.9M 11 0.37% Reduced
20
Ameriprise
Ameriprise
Minnesota
$1.11B +$106M 8 0.65% Increased
21
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.1B -$240M 7 0.93% Reduced
22
PAR Capital Management
PAR Capital Management
Massachusetts
$1.07B +$198M 5 17.83% Increased
23
Maverick Capital
Maverick Capital
Texas
$1B +$280M 2 13.58% Increased
24
AllianceBernstein
AllianceBernstein
Tennessee
$972M -$127M 8 0.84% Reduced
25
Tiger Global Management
Tiger Global Management
New York
$936M +$258M 1 18.5% Increased