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ABNB in the 13F filings

Airbnb Inc · CUSIP 009066101

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 28 listed it in both
Shares listed
76,420,957
combined, among listed positions
Reported value
$9.3bn
combined, at the quarter end

Among the 95 comparable managers: 22 buyers (opened or added shares) and 12 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 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Harris Associates LP15,453,931$1.9bn3.01%Added+1,216,60014 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)10,224,992$1.2bn0.06%Trimmed-3,913,92713 Nov 2025 (the filing on sec.gov)
Invesco Ltd5,490,855$667m0.11%Added+323,36813 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP4,343,124$527m0.09%Trimmed-2,212,88614 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC4,269,937$518m0.33%Added+1,577,33814 Nov 2025 (the filing on sec.gov)
Polen Capital Management LLC3,974,571$483m1.57%Trimmed-3,379,65712 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP3,720,900$452m0.90%Added+922,30014 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP3,501,039$425m0.71%Added+2,772,12914 Nov 2025 (the filing on sec.gov)
Akre Capital Management LLC3,473,243$422m4.20%Held013 Nov 2025 (the filing on sec.gov)
D. E. Shaw & Co.3,254,191$395m0.22%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC3,198,516$388m0.68%Added+559,21713 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC2,787,379$338m1.14%Added+914,87914 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC2,500,672$304m0.40%Added+203,63013 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP1,900,674$231m0.34%Added+432,99314 Nov 2025 (the filing on sec.gov)
Millennium Management LLC1,668,008$203m0.09%New+393,26514 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,555,316$189m0.24%Added+953,99214 Nov 2025 (the filing on sec.gov)
ARK Investment Management LLC1,035,828$126m0.75%Added+243,29912 Nov 2025 (the filing on sec.gov)
Artisan Partners LP888,037$108m0.15%Trimmed-136,31012 Nov 2025 (the filing on sec.gov)
Squarepoint Ops LLC625,645$76m0.08%Trimmed-10,48714 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP508,574$62m0.21%Trimmed-206,03515 Dec 2025 (the filing on sec.gov)
Tudor Investment Corp446,207$54m0.09%Added+149,1429 Dec 2025 (the filing on sec.gov)
Walleye Capital LLC408,241$50m0.19%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Markel Group Inc227,133$28m0.22%Added+15,13031 Oct 2025 (the filing on sec.gov)
Quantbot Technologies LP212,228$26m0.70%Added+5,32612 Nov 2025 (the filing on sec.gov)
Man Group PLC201,367$24munder 0.1%Trimmed-406,35014 Nov 2025 (the filing on sec.gov)
Page 1 of 2

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

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
27 in Q3 2024 to 29 in Q2 2026

Tracked managers listing it, at least.

010203040202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ABNB by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202018$4.8bnn.a.n.a.
Q1 202116$4.4bnn.a.n.a.
Q2 202132$8.7bnn.a.n.a.
Q3 202128$12.6bnn.a.n.a.
Q4 202123$13.8bnn.a.n.a.
Q1 202229$16.4bnn.a.n.a.
Q2 202223$8.8bnn.a.n.a.
Q3 202221$9.9bnn.a.n.a.
Q4 202223$8.5bnn.a.n.a.
Q1 202321$11.7bnn.a.n.a.
Q2 202321$13.9bnn.a.n.a.
Q3 202322$13.5bnn.a.n.a.
Q4 202316$11.7bn610
Q1 202424$14.7bn168
Q2 202430$11.1bn2110
Q3 202427$9.3bn1711
Q4 202427$9.3bn1810
Q1 202530$8.8bn2013
Q2 202534$10.0bn279
Q3 202532$9.3bn2212
Q4 202535$12.2bn2519
Q1 202638$11.7bn2422
Q2 202629$13.1bn1627

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 →