Position in EXPE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$533,765
+$161,571 QoQ
Shares Held
2,086
+29.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#649
of 1,109 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $11,748,290 across 6 Travel Services names. EXPE ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
|
21,720 | $6,896,751 | |
| 2 | BKNG |
Booking Holdings Inc.
|
18,002 | $3,208,676 | |
| 3 | EXPE |
Expedia Group, Inc.
This page
|
2,086 | $533,765 | |
| 4 | VIK |
Viking Holdings Ltd
|
4,333 | $453,535 | |
| 5 | CCL |
Carnival Corp Ltd.
|
12,743 | $364,067 | |
| 6 | MMYT |
MakeMyTrip Ltd
|
5,470 | $291,496 |
All Filings in EXPE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,765 | 2,086 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $372,194 | 1,612 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $20,916 | 124 | Shares | Sole | 2026-02-03 | |
| 2021-09-30 | $389,262 | 2,375 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $881,250 | 5,383 | Shares | Sole | 2021-08-04 | |
| 2020-03-31 | $1,186,509 | 21,086 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||