
BKNG-26.04%10.0%

UBER-29.65%10.0%

GOOGL+39.68%9.0%

ABNB+33.55%8.0%

DASH-30.34%7.0%

EXPE+20.52%7.0%

3690.HK-34.20%6.0%

TCOM-48.62%6.0%

AMS.MC-23.92%5.0%

GRAB-48.93%5.0%

MAR+33.44%4.0%

TRIP-46.17%4.0%

YELP-42.94%4.0%

CART+11.96%3.0%

HLT+22.67%3.0%

TOST-16.77%3.0%

H+12.49%2.0%

LYFT-33.50%2.0%

OLO0.00%2.0%
As of Oct 2, 2026, 9:55 PM ET
Data Owners '25: Travel, Local Intent & Mobility Data Constituents
Booking Holdings Inc.BKNG | 10.0% | -0.79% | -2.69% | -19.94% | -0.30% | -25.23% | -5.55% | -14.15% | -26.04% | -2.03% | 64.90% | $123.22B |
Uber Technologies, Inc.UBER | 10.0% | 0.34% | -2.75% | -11.10% | 0.13% | -16.82% | -9.88% | -8.77% | -29.65% | -6.62% | 44.76% | $138.64B |
Alphabet Inc.GOOGL | 9.0% | 1.56% | -2.27% | 1.86% | 1.46% | 9.64% | 10.08% | 118.79% | 39.68% | 107.83% | 153.08% | $4.16T |
Airbnb, Inc.ABNB | 8.0% | 1.22% | 0.27% | -11.46% | 1.11% | 19.55% | 20.09% | 32.13% | 33.55% | 29.64% | -6.12% | $96.40B |
DoorDash, Inc.DASH | 7.0% | 3.83% | -2.11% | -16.84% | 3.28% | -16.92% | 6.62% | -0.58% | -30.34% | 33.09% | -7.27% | $82.42B |
Expedia Group, Inc.EXPE | 7.0% | 0.89% | -6.53% | -14.83% | -0.12% | -7.39% | 21.64% | 56.31% | 20.52% | 80.85% | 56.40% | $30.34B |
Meituan3690.HK | 6.0% | -2.09% | -4.14% | -10.90% | -2.09% | -32.60% | -13.74% | -55.88% | -34.20% | -66.12% | -71.77% | $55.22B |
Trip.com Group LimitedTCOM | 6.0% | -1.73% | -5.45% | -11.47% | -0.35% | -46.29% | -26.60% | -39.25% | -48.62% | -40.78% | 23.47% | $24.74B |
Amadeus IT Group, S.A.AMS.MC | 5.0% | 1.34% | -5.06% | -8.64% | 1.34% | -18.31% | -3.93% | -23.10% | -23.92% | -13.58% | -6.41% | $25.48B |
Grab Holdings LimitedGRAB | 5.0% | -1.28% | -2.52% | -12.46% | -0.96% | -38.08% | -26.78% | -32.97% | -48.93% | -16.76% | -70.13% | $12.24B |
Marriott International, Inc.MAR | 4.0% | 1.18% | 2.14% | 6.71% | 0.20% | 14.59% | 4.03% | 46.56% | 33.44% | 44.53% | 136.86% | $93.60B |
Tripadvisor, Inc.TRIP | 4.0% | 1.61% | -1.35% | -12.23% | 0.72% | -42.07% | -16.57% | -41.06% | -46.17% | -40.36% | -76.99% | $990.2M |
Yelp Inc.YELP | 4.0% | 0.83% | -4.54% | -19.27% | -0.06% | -40.44% | -18.80% | -52.83% | -42.94% | -45.70% | -54.06% | $1.00B |
Hilton Worldwide Holdings Inc.HLT | 3.0% | 1.24% | 2.86% | 1.85% | 0.58% | 10.50% | 1.76% | 37.42% | 22.67% | 38.79% | 134.18% | $71.88B |
Maplebear Inc.CART | 3.0% | 0.32% | -0.92% | -14.61% | -0.25% | -2.18% | 17.30% | 8.64% | 11.96% | 11.91% | 47.50% | $10.40B |
Toast, Inc.TOST | 3.0% | 1.92% | 1.42% | -11.66% | 2.87% | -15.32% | 10.11% | -15.72% | -16.77% | 6.85% | -44.37% | $17.28B |
Hyatt Hotels CorporationH | 2.0% | -1.27% | 3.66% | -0.88% | 1.63% | 2.03% | 1.38% | 31.11% | 12.49% | 6.15% | 95.93% | $15.07B |
Lyft, Inc.LYFT | 2.0% | 1.64% | 0.91% | -13.34% | -1.15% | -22.38% | 8.63% | 16.10% | -33.50% | 25.08% | -72.13% | $5.87B |
Olo Inc.OLO | 2.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | 0.00% | 118.30% | -65.47% | $1.74B |
| Theme return | — | 0.55% | -2.24% | -10.17% | 0.76% | -13.00% | 0.99% | 5.80% | -11.22% | 14.56% | 39.46% | — |
| Average | 5.3% | 0.57% | -1.53% | -9.43% | 0.42% | -14.09% | -1.06% | 6.76% | -10.88% | 14.27% | 14.86% | $261.24B |
| Median | 5.0% | 0.89% | -2.11% | -11.47% | 0.13% | -16.82% | 1.38% | -0.58% | -23.92% | 6.85% | -6.12% | $25.48B |
| Std Dev | 2.6% | 1.44% | 2.84% | 7.42% | 1.28% | 19.77% | 14.29% | 44.68% | 30.05% | 48.60% | 75.35% | $919.24B |
| Min | 2.0% | -2.09% | -6.53% | -19.94% | -2.09% | -46.29% | -26.78% | -55.88% | -48.93% | -66.12% | -76.99% | $990.2M |
| Max | 10.0% | 3.83% | 3.66% | 6.71% | 3.28% | 19.55% | 21.64% | 118.79% | 39.68% | 118.30% | 153.08% | $4.16T |
| % Positive Tickers | 68.42% | 31.58% | 15.79% | 52.63% | 26.32% | 52.63% | 47.37% | 36.84% | 57.89% | 47.37% |