BKNG-7.85%10.0%
UBER-18.59%10.0%
GOOGL+67.32%9.0%
ABNB+44.17%8.0%
DASH-9.64%7.0%
EXPE+49.73%7.0%
3690.HK-28.49%6.0%
TCOM-28.97%6.0%
AMS.MC-20.55%5.0%
GRAB-32.16%5.0%
MAR+30.15%4.0%
TRIP-43.47%4.0%
YELP-27.70%4.0%
CART+14.90%3.0%
HLT+17.89%3.0%
TOST-16.73%3.0%
H+25.41%2.0%
LYFT+2.70%2.0%
OLO+0.29%2.0%
As of Aug 24, 2026, 4:53 AM ET
Data Owners '25: Travel, Local Intent & Mobility Data Constituents
Booking Holdings Inc.BKNG | 10.0% | -0.12% | -1.53% | 21.29% | 8.67% | -1.92% | 23.90% | 12.61% | 38.69% | 149.77% | -7.85% | $162.43B |
Uber Technologies, Inc.UBER | 10.0% | 0.32% | 0.33% | 19.50% | 12.00% | -3.56% | 4.48% | 5.77% | 6.06% | 92.20% | -18.59% | $160.41B |
Alphabet Inc.GOOGL | 9.0% | 1.22% | 0.30% | 7.84% | -3.18% | 10.17% | 10.60% | 119.84% | 109.21% | 147.70% | 67.32% | $4.17T |
Airbnb, Inc.ABNB | 8.0% | 1.24% | 1.25% | 32.74% | 23.61% | 38.00% | 38.63% | 52.52% | 60.29% | 27.60% | 44.17% | $111.17B |
DoorDash, Inc.DASH | 7.0% | 0.51% | 5.42% | 29.25% | 13.93% | -1.32% | 26.64% | 18.09% | 73.50% | 22.07% | -9.64% | $97.38B |
Expedia Group, Inc.EXPE | 7.0% | -0.78% | 0.17% | 23.73% | 9.12% | 13.53% | 49.12% | 91.62% | 133.33% | 125.64% | 49.73% | $36.83B |
Meituan3690.HK | 6.0% | -0.99% | -8.65% | -1.96% | -8.11% | -18.36% | 4.50% | -46.55% | -21.36% | -56.74% | -28.49% | $66.94B |
Trip.com Group LimitedTCOM | 6.0% | -0.69% | -0.19% | 5.66% | -1.91% | -35.88% | -12.37% | -27.48% | 9.85% | 69.10% | -28.97% | $29.95B |
Amadeus IT Group, S.A.AMS.MC | 5.0% | 1.49% | -0.17% | 18.29% | 8.76% | -8.67% | 7.40% | -14.03% | 3.07% | 17.90% | -20.55% | $28.67B |
Grab Holdings LimitedGRAB | 5.0% | -0.85% | -6.95% | 5.14% | -0.57% | -30.26% | -17.54% | -24.51% | 7.74% | -66.08% | -32.16% | $13.83B |
Marriott International, Inc.MAR | 4.0% | -0.06% | 1.97% | -4.82% | -4.41% | 14.88% | 4.29% | 46.93% | 58.92% | 173.42% | 30.15% | $92.93B |
Tripadvisor, Inc.TRIP | 4.0% | -0.30% | -8.68% | -27.01% | -29.43% | -31.32% | -1.09% | -30.12% | -31.51% | -70.35% | -43.47% | $1.16B |
Yelp Inc.YELP | 4.0% | -0.59% | -0.64% | -6.53% | -11.24% | -22.80% | 5.25% | -38.86% | -32.89% | -38.38% | -27.70% | $1.29B |
Hilton Worldwide Holdings Inc.HLT | 3.0% | -0.90% | 3.80% | 0.51% | 1.92% | 13.76% | 4.76% | 41.48% | 50.96% | 168.94% | 17.89% | $73.51B |
Maplebear Inc.CART | 3.0% | -2.43% | 0.89% | 18.05% | 11.73% | 10.78% | 32.84% | 23.04% | 39.97% | 66.10% | 14.90% | $11.71B |
Toast, Inc.TOST | 3.0% | 3.74% | 5.05% | 26.17% | 13.54% | 3.18% | 34.16% | 2.69% | 54.73% | -41.39% | -16.73% | $21.25B |
Hyatt Hotels CorporationH | 2.0% | 0.66% | 4.65% | -3.45% | 3.80% | 12.69% | 11.97% | 44.81% | 21.82% | 155.06% | 25.41% | $17.13B |
Lyft, Inc.LYFT | 2.0% | 0.40% | -0.40% | 23.03% | 10.15% | -9.81% | 26.23% | 34.90% | 49.57% | -63.02% | 2.70% | $6.63B |
Olo Inc.OLO | 2.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | 86.21% | -71.82% | 0.29% | $1.74B |
| Theme return | — | 0.14% | -0.40% | 8.91% | 4.55% | 0.27% | 16.40% | 21.93% | 49.35% | 79.01% | 6.18% | — |
| Average | 5.3% | 0.10% | -0.18% | 9.86% | 3.07% | -2.47% | 13.36% | 19.92% | 37.80% | 42.51% | 0.97% | $268.84B |
| Median | 5.0% | -0.06% | 0.17% | 7.84% | 3.80% | -1.32% | 7.40% | 18.09% | 39.97% | 27.60% | -7.85% | $29.95B |
| Std Dev | 2.6% | 1.26% | 3.96% | 15.01% | 11.44% | 18.56% | 17.18% | 43.91% | 44.04% | 89.57% | 30.42% | $921.61B |
| Min | 2.0% | -2.43% | -8.68% | -27.01% | -29.43% | -35.88% | -17.54% | -46.55% | -32.89% | -71.82% | -43.47% | $1.16B |
| Max | 10.0% | 3.74% | 5.42% | 32.74% | 23.61% | 38.00% | 49.12% | 119.84% | 133.33% | 173.42% | 67.32% | $4.17T |
| % Positive Tickers | 42.11% | 52.63% | 68.42% | 57.89% | 42.11% | 78.95% | 68.42% | 84.21% | 63.16% | 47.37% |
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About this theme
Data Owners '25: Travel, Local Intent & Mobility Data tracks 19 publicly listed stocks in this theme. Sample tickers: BKNG, UBER, GOOGL, ABNB, DASH, EXPE, 3690.HK, TCOM, AMS.MC, GRAB, MAR, TRIP, and 7 more. Use the table below for the full list.