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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.05 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $603.6 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 380.3%. Conversely, Jefferies Group reduced exposure by 89.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.33% | Add 58.6% | 4,269,937 | $518.46 M | Q3 2025 | |
| 0.71% | Add 380.3% | 3,501,039 | $425.1 M | Q3 2025 | |
| 4.20% | 3,473,243 | $421.72 M | Q3 2025 | ||
| 0.40% | Add 8.9% | 2,500,672 | $303.63 M | Q3 2025 | |
| 0.75% | Add 30.7% | 1,035,828 | $125.77 M | Q3 2025 | |
| 0.09% | Add 50.2% | 446,207 | $54.18 M | Q3 2025 | |
| 0.22% | Add 7.1% | 227,133 | $27.58 M | Q3 2025 | |
| 0.09% | Add 29.6% | 183,783 | $22.31 M | Q3 2025 | |
| 0.55% | New Buy | 21,000 | $2.55 M | Q3 2025 | |
| 0.00% | Reduce -18.5% | 6,703 | $813,878 | Q3 2025 | |
| 0.00% | Reduce -89.6% | 2,726 | $330,991 | Q3 2025 | |
| 0.00% | New Buy | 1,721 | $209,027 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Airbnb, Inc. (ABNB)
Major holders include Cliff Asness ($518.46 M), Steven Cohen ($425.1 M), Chuck Akre ($421.72 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 15.67 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $603.6 M, with 9 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ABNB. The total reported sell value was $6.58 M.
Yes, 2 managers opened new positions in ABNB, and 7 increased their existing holdings. The total reported buy value was $610.18 M.