BKNG-22.65%10.0%
UBER-26.83%10.0%
GOOGL+44.20%9.0%
ABNB+35.86%8.0%
DASH-30.40%7.0%
EXPE+24.59%7.0%
3690.HK-33.57%6.0%
TCOM-46.62%6.0%
AMS.MC-26.43%5.0%
GRAB-49.59%5.0%
MAR+35.67%4.0%
TRIP-42.01%4.0%
YELP-37.88%4.0%
CART+18.44%3.0%
HLT+24.42%3.0%
TOST-17.17%3.0%
H+9.35%2.0%
LYFT-18.20%2.0%
OLO0.00%2.0%
As of Oct 9, 2026, 4:27 AM ET
Data Owners '25: Travel, Local Intent & Mobility Data Constituents
Booking Holdings Inc.BKNG | 10.0% | 2.63% | -2.38% | -7.54% | -0.19% | -25.15% | -5.45% | -14.06% | -22.65% | -4.45% | 64.65% | $123.96B |
Uber Technologies, Inc.UBER | 10.0% | 2.62% | 3.05% | -1.18% | 3.48% | -14.04% | -6.87% | -5.72% | -26.83% | -7.79% | 47.04% | $142.98B |
Alphabet Inc.GOOGL | 9.0% | -0.63% | 1.62% | 5.33% | 2.97% | 11.27% | 11.72% | 122.05% | 44.20% | 112.63% | 150.65% | $4.22T |
Airbnb, Inc.ABNB | 8.0% | 1.62% | 4.58% | -3.77% | 1.72% | 20.27% | 20.81% | 32.92% | 35.86% | 23.19% | -3.97% | $96.88B |
DoorDash, Inc.DASH | 7.0% | 0.25% | 7.47% | -2.81% | 5.23% | -15.35% | 8.64% | 1.30% | -30.40% | 33.78% | -6.22% | $83.53B |
Expedia Group, Inc.EXPE | 7.0% | 4.35% | 2.23% | -0.91% | 2.84% | -4.65% | 25.24% | 60.94% | 24.59% | 78.15% | 59.25% | $30.93B |
Meituan3690.HK | 6.0% | -1.07% | -3.51% | -10.85% | -3.23% | -33.38% | -14.73% | -56.39% | -33.57% | -61.84% | -73.12% | $54.58B |
Trip.com Group LimitedTCOM | 6.0% | -0.34% | -4.86% | -3.14% | -2.06% | -47.21% | -27.86% | -40.30% | -46.62% | -37.96% | 19.88% | $24.66B |
Amadeus IT Group, S.A.AMS.MC | 5.0% | -1.08% | -2.78% | -8.68% | -1.53% | -21.19% | -7.32% | -25.82% | -26.43% | -17.12% | -9.49% | $24.65B |
Grab Holdings LimitedGRAB | 5.0% | 0.97% | 0.48% | 2.30% | -0.32% | -37.68% | -26.30% | -32.54% | -49.59% | -15.95% | -69.18% | $12.36B |
Marriott International, Inc.MAR | 4.0% | 1.28% | 0.70% | 8.92% | 1.77% | 16.39% | 5.66% | 48.86% | 35.67% | 41.36% | 136.56% | $94.16B |
Tripadvisor, Inc.TRIP | 4.0% | 3.82% | 6.54% | 1.59% | 6.99% | -38.46% | -11.37% | -37.39% | -42.01% | -37.82% | -75.13% | $1.04B |
Yelp Inc.YELP | 4.0% | 5.27% | 10.12% | -5.37% | 6.96% | -36.26% | -13.10% | -49.52% | -37.88% | -43.49% | -50.13% | $1.07B |
Hilton Worldwide Holdings Inc.HLT | 3.0% | 0.87% | 0.94% | 5.31% | 2.49% | 12.60% | 3.69% | 40.03% | 24.42% | 38.51% | 131.43% | $72.76B |
Maplebear Inc.CART | 3.0% | 2.41% | 6.83% | -0.73% | 4.96% | 2.93% | 23.43% | 14.32% | 18.44% | 5.23% | 54.33% | $10.88B |
Toast, Inc.TOST | 3.0% | -0.07% | 0.49% | -5.92% | 4.45% | -14.02% | 11.79% | -14.43% | -17.17% | 6.01% | -41.08% | $17.71B |
Hyatt Hotels CorporationH | 2.0% | 1.46% | -1.09% | 0.75% | -0.94% | -0.56% | -1.19% | 27.79% | 9.35% | 4.80% | 92.05% | $15.12B |
Lyft, Inc.LYFT | 2.0% | 3.40% | 8.40% | 8.26% | 6.05% | -16.73% | 16.55% | 24.56% | -18.20% | 29.66% | -70.61% | $6.12B |
Olo Inc.OLO | 2.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | 0.00% | 118.30% | -63.68% | $1.74B |
| Theme return | — | 1.44% | 1.73% | -4.47% | 1.78% | -12.15% | 1.98% | 6.83% | -9.95% | 14.75% | 39.15% | — |
| Average | 5.3% | 1.46% | 2.04% | -0.97% | 2.19% | -12.70% | 0.70% | 8.54% | -8.36% | 13.96% | 15.43% | $264.75B |
| Median | 5.0% | 1.28% | 0.94% | -0.91% | 2.49% | -14.04% | 0.00% | 1.30% | -18.20% | 5.23% | -3.97% | $24.66B |
| Std Dev | 2.6% | 1.82% | 4.16% | 5.35% | 3.02% | 19.84% | 15.21% | 45.32% | 30.13% | 48.20% | 74.33% | $932.10B |
| Min | 2.0% | -1.08% | -4.86% | -10.85% | -3.23% | -47.21% | -27.86% | -56.39% | -49.59% | -61.84% | -75.13% | $1.04B |
| Max | 10.0% | 5.27% | 10.12% | 8.92% | 6.99% | 20.27% | 25.24% | 122.05% | 44.20% | 118.30% | 150.65% | $4.22T |
| % Positive Tickers | 68.42% | 68.42% | 36.84% | 63.16% | 26.32% | 47.37% | 52.63% | 36.84% | 57.89% | 47.37% |
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