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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
$10.6B +$121M 9 2.12% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.32B +$197M 10 0.43% Increased
3
Capital World Investors
Capital World Investors
California
$4.67B +$716M 5 1.21% Increased
4
State Street
State Street
Massachusetts
$4.19B +$67.7M 10 0.42% Increased
5
Fidelity Investments
Fidelity Investments
Massachusetts
$4.07B -$103M 9 0.54% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.99B +$37.1M 10 0.47% Increased
7
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.92B +$582M 3 4.56% Increased
8
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$2.47B -$19.5M 10 1.55% Reduced
9
Wellington Management Group
Wellington Management Group
Massachusetts
$2.15B +$375M 7 0.54% Increased
10
Capital Research Global Investors
Capital Research Global Investors
California
$2.08B -$228M 2 0.69% Reduced
11
Sands Capital Management
Sands Capital Management
Virginia
$2.04B +$262M 2 6% Increased
12
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.76B +$101M 10 0.36% Increased
13
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.68B +$46.7M 2 7.5% Increased
14
Invesco
Invesco
Georgia
$1.47B -$20M 9 0.5% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$1.4B +$65.7M 9 0.42% Increased
16
Northern Trust
Northern Trust
Illinois
$1.36B +$20.1M 10 0.42% Increased
17
Jennison Associates
Jennison Associates
New York
$1.36B -$59.4M 5 1.46% Reduced
18
Tiger Global Management
Tiger Global Management
New York
$1.35B +$238M 1 19.52% Increased
19
Ameriprise
Ameriprise
Minnesota
$1.31B +$27M 9 0.73% Increased
20
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$1.29B $0 1 13.04% Maintained
21
Goldman Sachs
Goldman Sachs
New York
$1.29B -$695K 11 0.39% Reduced
22
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.28B -$10.8M 7 1.08% Reduced
23
PAR Capital Management
PAR Capital Management
Massachusetts
$1.24B +$67M 5 17.9% Increased
24
Maverick Capital
Maverick Capital
Texas
$1.2B +$88.2M 2 14.26% Increased
25
Dodge & Cox
Dodge & Cox
California
$1.19B +$185M 1 1.12% Increased