Guru Ownership Trend
Guru Analysis for Airbnb, Inc. (ABNB)
Airbnb, Inc. (ABNB), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.06 B.
Top institutional holders include Cliff Asness and Chuck Akre.
Notably, Chuck Akre has expressed high conviction in this stock, allocating 5.17% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $89.56 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 85.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Airbnb, Inc. (ABNB)
Major holders include Cliff Asness ($917.85 M), Chuck Akre ($471.39 M), Renaissance Technologies ($398.81 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 16.33 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $89.56 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ABNB. The total reported sell value was $439.42 M.
Yes, 2 managers opened new positions in ABNB, and 6 increased their existing holdings. The total reported buy value was $528.99 M.
