ABNB in the 13F filings
Airbnb Inc · CUSIP 009066101
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 30
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 20 listed it in both
- Shares listed
- 73,970,805
- combined, among listed positions
- Reported value
- $8.8bn
- combined, at the quarter end
Among the 95 comparable managers: 20 buyers (opened or added shares) and 13 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 Q1 2025
30 of 30 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 LPexisting position · 9,944,948 shares now+4,598,125
- AQR Capital Management LLCexisting position · 4,282,523 shares now+1,916,676
- Fidelity (FMR LLC)existing position · 15,309,747 shares now+1,601,388
- Acadian Asset Management LLCexisting position · 2,457,837 shares now+850,719
- Freestone Grove Partners LPnew position · 279,726 shares now+279,726
Reductions
- Capital World Investorsexisting position · 9,720,112 shares now-1,246,745
- Two Sigma Investments LPexisting position · 698,648 shares now-941,399
- Two Sigma Advisers LPexisting position · 2,290,500 shares now-789,800
- Polen Capital Management LLCexisting position · 7,726,604 shares now-490,310
- Renaissance Technologies LLCexisting position · 3,827,924 shares now-347,427
New positions and exits
New (5)
Exited (3)
- Farallon Capital Management LLCwas $319m
- Capital Research Global Investorswas $170m
- Baillie Gifford & Cowas $10m
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 →