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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.84 B.
Top institutional holders include Cliff Asness and Chuck Akre.
Institutional sentiment is currently Bearish. This is evidenced by a $313.91 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 339.0%. Conversely, Ray Dalio reduced exposure by 91.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Airbnb, Inc. (ABNB)
Major holders include Cliff Asness ($997.41 M), Chuck Akre ($256.91 M), Renaissance Technologies (RenTech) ($231.2 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 13.88 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $313.91 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited ABNB. The total reported sell value was $521.85 M.
Yes, 1 managers opened new positions in ABNB, and 5 increased their existing holdings. The total reported buy value was $207.94 M.
