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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	Vanguard Group Malvern, Pennsylvania	$11.4B	+$449M	17	0.32%	Increased
2	BlackRock New York	$9.74B	+$1.35B	17	0.31%	Increased
3	State Street Boston, Massachusetts	$4.82B	+$294M	17	0.29%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$4.54B	-$1.06B	9	0.57%	Reduced
5	Capital World Investors Los Angeles, California	$3.98B	+$913M	5	0.85%	Increased
6	Fidelity Investments Boston, Massachusetts	$3.87B	-$688M	15	0.39%	Reduced
7	Morgan Stanley New York	$2.29B	-$186M	23	0.3%	Reduced
8	Bank of New York Mellon New York	$2.28B	+$53.9M	15	0.52%	Increased
9	Geode Capital Management Boston, Massachusetts	$2.27B	+$130M	21	0.33%	Increased
10	Invesco Atlanta, Georgia	$1.87B	-$25M	15	0.57%	Reduced
11	VEPM Vista Equity Partners Management San Francisco, California	$1.86B	+$2.26M	2	32%	Increased
12	JP Morgan Chase New York	$1.68B	-$594M	21	0.23%	Reduced
13	Nuveen Charlotte, North Carolina	$1.62B	+$272M	13	0.62%	Increased
14	Capital Research Global Investors Los Angeles, California	$1.53B	+$369M	2	0.48%	Increased
15	Dodge & Cox San Francisco, California	$1.49B	-$35.4M	3	1.03%	Reduced
16	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.41B	+$455M	2	3.43%	Increased
17	Norges Bank Oslo, Norway	$1.35B	+$278M	11	0.35%	Increased
18	Northern Trust Chicago, Illinois	$1.32B	+$93M	17	0.28%	Increased
19	Jennison Associates New York	$1.32B	-$138M	3	1.32%	Reduced
20	Amundi Paris, France	$1.19B	+$36.8M	7	0.96%	Increased
21	Artisan Partners Milwaukee, Wisconsin	$1.18B	-$205M	5	2%	Reduced
22	Polen Capital Management Boca Raton, Florida	$1.14B	-$18.8M	1	3.01%	Reduced
23	Wellington Management Group Boston, Massachusetts	$1.13B	-$374M	6	0.23%	Reduced
24	Schroder Investment Management Group London, United Kingdom	$1.12B	+$204M	6	1.71%	Increased
25	Harris Associates Chicago, Illinois	$1.08B	-$105M	1	1.72%	Reduced