BKNG-5.96%10.0%
UBER-23.58%10.0%
GOOGL+84.83%9.0%
ABNB+16.85%8.0%
DASH-19.69%7.0%
EXPE+72.66%7.0%
3690.HK-23.02%6.0%
TCOM-25.75%6.0%
AMS.MC-19.19%5.0%
GRAB-21.59%5.0%
MAR+37.53%4.0%
TRIP-15.11%4.0%
YELP-24.77%4.0%
CART-4.97%3.0%
HLT+24.57%3.0%
TOST-24.25%3.0%
H+31.50%2.0%
LYFT+17.80%2.0%
OLO-1.25%2.0%
As of Aug 6, 2026, 4:25 AM ET
Data Owners '25: Travel, Local Intent & Mobility Data Constituents
Booking Holdings Inc.BKNG | 10.0% | 6.56% | 16.66% | 14.36% | 7.32% | -3.14% | 22.36% | 11.21% | -5.96% | $160.42B |
Uber Technologies, Inc.UBER | 10.0% | -5.29% | 3.40% | -5.85% | -3.10% | -16.56% | -9.60% | -8.48% | -23.58% | $138.79B |
Alphabet Inc.GOOGL | 9.0% | -4.03% | 13.35% | -1.10% | 1.77% | 15.79% | 16.25% | 131.07% | 84.83% | $4.39T |
Airbnb, Inc.ABNB | 8.0% | 1.71% | 8.07% | 3.28% | 0.64% | 12.36% | 12.86% | 24.18% | 16.85% | $90.50B |
DoorDash, Inc.DASH | 7.0% | 2.42% | 19.87% | 9.98% | 5.66% | -8.48% | 17.45% | 9.52% | -19.69% | $90.31B |
Expedia Group, Inc.EXPE | 7.0% | 2.44% | 22.97% | 19.83% | 8.45% | 12.83% | 48.20% | 90.44% | 72.66% | $36.60B |
Meituan3690.HK | 6.0% | 1.53% | 7.44% | 24.28% | 0.70% | -10.53% | 14.52% | -41.43% | -23.02% | $73.22B |
Trip.com Group LimitedTCOM | 6.0% | -1.88% | 5.32% | 12.15% | -2.23% | -36.09% | -12.66% | -27.71% | -25.75% | $28.94B |
Amadeus IT Group, S.A.AMS.MC | 5.0% | 1.88% | 16.92% | 12.03% | 7.73% | -9.53% | 6.39% | -14.84% | -19.19% | $28.51B |
Grab Holdings LimitedGRAB | 5.0% | 0.54% | 12.99% | -2.86% | 6.86% | -25.05% | -11.37% | -18.87% | -21.59% | $14.83B |
Marriott International, Inc.MAR | 4.0% | 4.67% | -3.50% | -4.86% | -3.09% | 16.46% | 5.73% | 48.96% | 37.53% | $95.27B |
Tripadvisor, Inc.TRIP | 4.0% | -2.37% | 2.12% | 0.79% | -1.27% | -3.91% | 38.38% | -2.24% | -15.11% | $1.63B |
Yelp Inc.YELP | 4.0% | -3.53% | 2.35% | -2.47% | -2.80% | -15.47% | 15.25% | -33.05% | -24.77% | $1.41B |
Hilton Worldwide Holdings Inc.HLT | 3.0% | 4.00% | -0.13% | -4.38% | 1.27% | 13.04% | 4.10% | 40.58% | 24.57% | $73.89B |
Maplebear Inc.CART | 3.0% | -0.66% | 7.44% | -4.22% | 1.68% | 0.82% | 20.90% | 11.98% | -4.97% | $10.66B |
Toast, Inc.TOST | 3.0% | 2.93% | 19.83% | 18.05% | 7.84% | -2.00% | 27.43% | -2.47% | -24.25% | $20.18B |
Hyatt Hotels CorporationH | 2.0% | 3.06% | -4.39% | -7.53% | 2.79% | 11.60% | 10.88% | 43.40% | 31.50% | $17.02B |
Lyft, Inc.LYFT | 2.0% | -1.49% | 16.06% | 7.08% | 3.91% | -14.92% | 19.08% | 27.26% | 17.80% | $6.26B |
Olo Inc.OLO | 2.0% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 65.75% | -1.25% | $1.74B |
| Theme return | — | 0.51% | 10.20% | 5.77% | 2.59% | -1.61% | 14.22% | 19.65% | 5.86% | — |
| Average | 5.3% | 0.66% | 8.78% | 4.66% | 2.32% | -3.30% | 12.96% | 18.70% | 4.03% | $277.70B |
| Median | 5.0% | 1.53% | 7.44% | 0.79% | 1.68% | -3.14% | 14.52% | 11.21% | -5.96% | $28.94B |
| Std Dev | 2.6% | 3.08% | 8.20% | 9.52% | 3.89% | 14.34% | 15.27% | 42.85% | 32.63% | $969.50B |
| Min | 2.0% | -5.29% | -4.39% | -7.53% | -3.10% | -36.09% | -12.66% | -41.43% | -25.75% | $1.41B |
| Max | 10.0% | 6.56% | 22.97% | 24.28% | 8.45% | 16.46% | 48.20% | 131.07% | 84.83% | $4.39T |
| % Positive Tickers | 57.89% | 78.95% | 52.63% | 68.42% | 36.84% | 78.95% | 57.89% | 36.84% |
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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: 3690.HK, ABNB, AMS.MC, BKNG, CART, DASH, EXPE, GOOGL, GRAB, H, HLT, LYFT, and 7 more. Use the table below for the full list.