
UBER-29.65%9.0%

ABNB+33.55%8.0%

BKNG-26.04%8.0%

DASH-30.34%8.0%

MELI-24.67%8.0%

PDD-44.18%7.0%

3690.HK-34.20%6.0%

9988.HK-42.95%6.0%

EBAY+21.59%6.0%

EXPE+20.52%6.0%

CART+11.96%5.0%

ETSY-2.16%5.0%

GRAB-48.93%5.0%

UPWK-55.48%4.0%

AUTO.LSE-41.25%3.0%

CAR.AU-35.08%3.0%

FVRR-63.47%3.0%
As of Oct 2, 2026, 9:55 PM ET
Business Models '24: Marketplace & Platform Models Constituents
Uber Technologies, Inc.UBER | 9.0% | 0.34% | -2.75% | -11.10% | 0.13% | -16.82% | -9.88% | -8.77% | -29.65% | -6.62% | 44.76% | $138.64B |
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 |
Booking Holdings Inc.BKNG | 8.0% | -0.79% | -2.69% | -19.94% | -0.30% | -25.23% | -5.55% | -14.15% | -26.04% | -2.03% | 64.90% | $123.22B |
DoorDash, Inc.DASH | 8.0% | 3.83% | -2.11% | -16.84% | 3.28% | -16.92% | 6.62% | -0.58% | -30.34% | 33.09% | -7.27% | $82.42B |
MercadoLibre, Inc.MELI | 8.0% | 0.68% | -7.35% | -15.66% | 0.43% | -15.98% | -3.71% | -12.49% | -24.67% | -13.41% | 1.74% | $86.01B |
PDD Holdings Inc.PDD | 7.0% | -1.46% | -6.05% | -8.22% | -1.32% | -33.42% | -27.22% | -36.60% | -44.18% | -50.61% | -14.49% | $107.30B |
Alibaba Group Holding Limited9988.HK | 6.0% | -2.06% | -9.10% | -5.05% | -2.06% | -26.85% | -26.50% | -18.95% | -42.95% | -4.43% | -23.91% | $255.14B |
eBay Inc.EBAY | 6.0% | 0.48% | -2.32% | 0.05% | 0.81% | 22.97% | 17.88% | 60.57% | 21.59% | 66.48% | 65.23% | $47.24B |
Expedia Group, Inc.EXPE | 6.0% | 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 |
Etsy, Inc.ETSY | 5.0% | -0.10% | -5.54% | -13.15% | -2.56% | 28.02% | 29.33% | 40.77% | -2.16% | 42.41% | -64.39% | $6.91B |
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 |
Maplebear Inc.CART | 5.0% | 0.32% | -0.92% | -14.61% | -0.25% | -2.18% | 17.30% | 8.64% | 11.96% | 11.91% | 47.50% | $10.40B |
Upwork Inc.UPWK | 4.0% | -3.48% | -3.17% | -10.47% | -3.06% | -59.21% | -39.75% | -39.62% | -55.48% | -22.82% | -83.24% | $994.3M |
Auto Trader Group plcAUTO.LSE | 3.0% | 0.28% | -5.67% | -9.97% | 0.28% | -22.38% | -8.35% | -37.06% | -41.25% | -43.97% | -18.18% | $4.79B |
CAR Group LimitedCAR.AU | 3.0% | 1.68% | -7.50% | -14.49% | 1.68% | -21.82% | -14.98% | -22.14% | -35.08% | -35.25% | 0.54% | $5.89B |
Fiverr International Ltd.FVRR | 3.0% | -0.23% | -1.04% | -9.01% | 0.23% | -56.58% | -20.78% | -64.97% | -63.47% | -64.49% | -95.36% | $307.0M |
| Theme return | — | 0.02% | -3.95% | -11.61% | -0.17% | -14.41% | -1.70% | -2.24% | -19.45% | 4.25% | 19.32% | — |
| Average | 5.9% | -0.10% | -4.07% | -11.65% | -0.28% | -17.94% | -4.96% | -8.57% | -22.99% | -3.65% | -10.22% | $62.56B |
| Median | 6.0% | 0.28% | -3.17% | -11.46% | -0.12% | -21.82% | -8.35% | -14.15% | -30.34% | -6.62% | -7.27% | $47.24B |
| Std Dev | 1.9% | 1.64% | 2.59% | 4.51% | 1.57% | 23.99% | 19.96% | 36.26% | 28.35% | 41.98% | 51.78% | $66.22B |
| Min | 3.0% | -3.48% | -9.10% | -19.94% | -3.06% | -59.21% | -39.75% | -64.97% | -63.47% | -66.12% | -95.36% | $307.0M |
| Max | 9.0% | 3.83% | 0.27% | 0.05% | 3.28% | 28.02% | 29.33% | 60.57% | 33.55% | 80.85% | 65.23% | $255.14B |
| % Positive Tickers | 52.94% | 5.88% | 5.88% | 47.06% | 17.65% | 35.29% | 29.41% | 23.53% | 35.29% | 41.18% |