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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

New
Increased
Maintained
Reduced
Closed
Funds Holding 2,123
Funds Holding Change +9
Funds Holding Growth +0.4%
Value $185B
Holding in Top 10 175
Top 10 Change +29
Top 10 Growth +20%
Value Growth +7%
New 197
Increased 918
Reduced 695
Closed 162
Capital Inflow $18B
Capital Outflow $11.9B
Net Capital Flow +$6.14B
Capital Flow Change -$8.29B
Calls $13.8B
Puts $12.9B
Net Calls +$945M
Put/Call Ratio 0.93