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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
$10.2B -$47.4M 10 2.03% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.14B +$153M 10 0.4% Increased
3
State Street
State Street
Massachusetts
$4.15B +$138M 10 0.39% Increased
4
Capital World Investors
Capital World Investors
California
$4.01B -$443M 5 1.01% Reduced
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.76B -$160M 8 0.5% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$2.9B +$39.9M 11 0.43% Increased
7
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.57B +$181M 3 4.22% Increased
8
Capital Research Global Investors
Capital Research Global Investors
California
$2.07B -$80.9K 2 0.67% Reduced
9
Sands Capital Management
Sands Capital Management
Virginia
$1.9B -$128M 3 6.61% Reduced
10
Tiger Global Management
Tiger Global Management
New York
$1.84B +$501M 1 22.93% Increased
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.76B +$102M 10 0.32% Increased
12
Jennison Associates
Jennison Associates
New York
$1.48B +$144M 5 1.65% Increased
13
Invesco
Invesco
Georgia
$1.46B +$66.8M 10 0.49% Increased
14
Wellington Management Group
Wellington Management Group
Massachusetts
$1.38B -$718M 7 0.35% Reduced
15
JP Morgan Chase
JP Morgan Chase
New York
$1.36B +$260M 11 0.33% Increased
16
Morgan Stanley
Morgan Stanley
New York
$1.28B +$370M 14 0.42% Increased
17
Bank of New York Mellon
Bank of New York Mellon
New York
$1.26B -$34.5M 9 0.36% Reduced
18
Northern Trust
Northern Trust
Illinois
$1.22B -$84M 10 0.37% Reduced
19
Goldman Sachs
Goldman Sachs
New York
$1.18B -$43.3M 11 0.33% Reduced
20
PAR Capital Management
PAR Capital Management
Massachusetts
$1.18B +$20.5M 5 15.43% Increased
21
Dodge & Cox
Dodge & Cox
California
$1.17B -$10.7M 1 1.04% Reduced
22
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$1.15B +$5.51M 3 12.42% Increased
23
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.06B -$188M 9 0.89% Reduced
24
Ameriprise
Ameriprise
Minnesota
$1.03B -$247M 9 0.56% Reduced
25
BlackRock Group
BlackRock Group
United Kingdom
$1.02B +$18M 10 0.48% Increased