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Airbnb, Inc.

ABNB Consumer Discretionary
$170.19 +$2.54 (1.52%)
Market Cap: $100.34 B
Gurus Holding
11
Popularity Rank
#320
% of Shares Held
2.70%
Net Activity (Q2 2026)
+$306.9 M

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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.71 B.

Top institutional holders include Cliff Asness and Chuck Akre.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $306.9 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 776.5%. Conversely, Bill Miller reduced exposure by 44.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$457.62 M
Total Buy Value
New Buys 1
Additions 5
-$150.72 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Airbnb, Inc. (ABNB)

Major holders include Cliff Asness ($1.52 B), Chuck Akre ($256.91 M), Renaissance Technologies (RenTech) ($220.75 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 15.93 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $306.9 M, with 6 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 $150.72 M.

Yes, 1 managers opened new positions in ABNB, and 5 increased their existing holdings. The total reported buy value was $457.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.53% Add 32.8% 10,624,015 $1.52 B Q2 2026
4.19% Reduce -41.4% 2,034,473 $256.91 M Q1 2026
0.30% Reduce -15.7% 1,542,641 $220.75 M Q2 2026
0.31% Add 50.8% 936,718 $134.04 M Q2 2026
0.26% 242,389 $34.69 M Q2 2026
0.14% Add 776.5% 236,935 $33.91 M Q2 2026
0.14% Reduce -8.3% 148,320 $21.22 M Q2 2026
0.12% Add 30.1% 126,632 $18.12 M Q2 2026
0.05% Add 283.3% 23,529 $3.37 M Q2 2026
0.30% Reduce -44.7% 8,921 $1.28 M Q2 2026
0.00% New Buy 1,600 $228,999 Q2 2026
Date
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Transaction
Value
Shares
Position / Chg
SEC Form