ABNB in the 13F filings
Airbnb Inc · CUSIP 009066101
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 1 Nov 2024
- Managers listing it
- 27
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 23 listed it in both
- Shares listed
- 73,282,240
- combined, among listed positions
- Reported value
- $9.3bn
- combined, at the quarter end
Among the 94 comparable managers: 17 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ABNB in Q3 2024
27 of 27 holders
What managers have written about ABNB
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Airbnb's 2020 IPO letter from the founders · Airbnb · 16 Nov 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 4,241,180 shares now+2,932,120
- Akre Capital Management LLCexisting position · 2,649,398 shares now+1,713,522
- AQR Capital Management LLCexisting position · 1,555,883 shares now+1,168,821
- Farallon Capital Management LLCexisting position · 2,371,200 shares now+670,200
- AllianceBernstein LPexisting position · 1,222,598 shares now+639,714
Reductions
- Capital Research Global Investorsexisting position · 2,680,996 shares now-1,886,764
- Fidelity (FMR LLC)existing position · 20,789,896 shares now-1,553,304
- T. Rowe Price Associates Incexisting position · 1,995,146 shares now-1,328,947
- Polen Capital Management LLCexisting position · 9,182,584 shares now-990,880
- Maverick Capital Ltdexisting position · 16,200 shares now-270,034
New positions and exits
New (3)
Exited (1)
- Caxton Associates LLPwas $6.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 18 | $4.8bn | n.a. | n.a. |
| Q1 2021 | 16 | $4.4bn | n.a. | n.a. |
| Q2 2021 | 32 | $8.7bn | n.a. | n.a. |
| Q3 2021 | 28 | $12.6bn | n.a. | n.a. |
| Q4 2021 | 23 | $13.8bn | n.a. | n.a. |
| Q1 2022 | 29 | $16.4bn | n.a. | n.a. |
| Q2 2022 | 23 | $8.8bn | n.a. | n.a. |
| Q3 2022 | 21 | $9.9bn | n.a. | n.a. |
| Q4 2022 | 23 | $8.5bn | n.a. | n.a. |
| Q1 2023 | 21 | $11.7bn | n.a. | n.a. |
| Q2 2023 | 21 | $13.9bn | n.a. | n.a. |
| Q3 2023 | 22 | $13.5bn | n.a. | n.a. |
| Q4 2023 | 16 | $11.7bn | 6 | 10 |
| Q1 2024 | 24 | $14.7bn | 16 | 8 |
| Q2 2024 | 30 | $11.1bn | 21 | 10 |
| Q3 2024 | 27 | $9.3bn | 17 | 11 |
| Q4 2024 | 27 | $9.3bn | 18 | 10 |
| Q1 2025 | 30 | $8.8bn | 20 | 13 |
| Q2 2025 | 34 | $10.0bn | 27 | 9 |
| Q3 2025 | 32 | $9.3bn | 22 | 12 |
| Q4 2025 | 35 | $12.2bn | 25 | 19 |
| Q1 2026 | 38 | $11.7bn | 24 | 22 |
| Q2 2026 | 29 | $13.1bn | 16 | 27 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ABNB and GOOGL →ABNB and AMZN →ABNB and GOOG →Choose a stock to compare with ABNB →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ABNB, latest filings →Back to the 13F Explorer →