ABNB in the 13F filings
Airbnb Inc · CUSIP 009066101
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 27
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 20 listed it in both
- Shares listed
- 70,433,658
- combined, among listed positions
- Reported value
- $9.3bn
- combined, at the quarter end
Among the 94 comparable managers: 18 buyers (opened or added shares) and 10 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 Q4 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
- Harris Associates LPnew position · 5,346,823 shares now+5,346,823
- Two Sigma Advisers LPexisting position · 3,080,300 shares now+2,577,000
- Two Sigma Investments LPnew position · 1,640,047 shares now+1,640,047
- AQR Capital Management LLCexisting position · 2,365,847 shares now+809,964
- Acadian Asset Management LLCexisting position · 1,607,118 shares now+684,912
Reductions
- Fidelity (FMR LLC)existing position · 13,708,359 shares now-7,081,537
- Capital World Investorsexisting position · 10,966,857 shares now-3,037,922
- Capital Research Global Investorsexisting position · 1,291,892 shares now-1,389,104
- Polen Capital Management LLCexisting position · 8,216,914 shares now-965,670
- AllianceBernstein LPexisting position · 1,044,145 shares now-178,453
New positions and exits
New (5)
Exited (2)
- Moore Capital Management LPwas $54m
- Maverick Capital Ltdwas $2.1m
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 →