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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	$11.5B	+$300M	18	0.34%	Increased
2	BlackRock New York	$9.74B	+$159M	18	0.33%	Increased
3	State Street Boston, Massachusetts	$4.81B	+$86.8M	18	0.3%	Increased
4	Fidelity Investments Boston, Massachusetts	$3.95B	-$154M	16	0.41%	Reduced
5	Capital World Investors Los Angeles, California	$3.81B	-$117M	4	0.86%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$3.58B	-$872M	11	0.59%	Reduced
7	Geode Capital Management Boston, Massachusetts	$2.29B	+$64.3M	22	0.35%	Increased
8	Morgan Stanley New York	$2.15B	-$184M	24	0.29%	Reduced
9	Bank of New York Mellon New York	$2.12B	-$77.4M	15	0.51%	Reduced
10	VEPM Vista Equity Partners Management San Francisco, California	$2.09B	-$21.6M	1	33.51%	Reduced
11	Capital Research Global Investors Los Angeles, California	$1.98B	+$184M	2	0.65%	Increased
12	JP Morgan Chase New York	$1.76B	+$167M	20	0.25%	Increased
13	Norges Bank Oslo, Norway	$1.6B	+$324M	11	0.43%	Increased
14	Invesco Atlanta, Georgia	$1.57B	-$297M	15	0.5%	Reduced
15	Nuveen Charlotte, North Carolina	$1.42B	-$147M	13	0.58%	Reduced
16	Dodge & Cox San Francisco, California	$1.4B	+$2.12M	1	1.06%	Increased
17	Northern Trust Chicago, Illinois	$1.34B	+$35.3M	18	0.31%	Increased
18	Polen Capital Management Boca Raton, Florida	$1.33B	-$14M	1	3.73%	Reduced
19	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.31B	$0	2	3.55%	Maintained
20	Artisan Partners Milwaukee, Wisconsin	$1.26B	+$12M	5	2.21%	Increased
21	Amundi Paris, France	$1.19B	-$55.1M	8	0.71%	Reduced
22	Fidelity International Hamilton, Bermuda	$1.17B	+$102M	6	1.51%	Increased
23	Jennison Associates New York	$1.15B	-$427M	3	1.15%	Reduced
24	Wellington Management Group Boston, Massachusetts	$1.1B	-$203M	7	0.23%	Reduced
25	Schroder Investment Management Group London, United Kingdom	$1.09B	+$17M	7	1.8%	Increased