7 tracked superinvestors hold AIRBNB INC (ABNB), worth $1.7B combined, led by Bill Nygren. Smart money is trimming ABNB as of the latest 13F filings.
Current price
$146.89
+8.5%
1Y
Airbnb, Inc., together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company's marketplace model connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, or vacation homes. The company was formerly known as AirBed & Breakfast, Inc. and changed…
Market cap
$84.9B
P/E
35.15
Div yield
0.0%
Revenue YoY
10.3%
Analyst target
$155
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
7
tracked 13F / N-PORT funds
Combined value
$1.7B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-2
2 buying · 4 selling
Smart money is net reducing ABNB: 4 funds trimmed versus 2 adding. 1 opened a brand-new position.
AIRBNB INC (ABNB) is held by 7 tracked funds worth $1.7B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Nygren at 3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Bill Miller), with 1 adding and 4 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 3% | $642M | |
| Added | 0.4% | $437M | |
| Trimmed | 4.2% | $257M | |
| Trimmed | 0.4% | $231M | |
| Trimmed | 0.2% | $78M | |
| Trimmed | 2.3% | $50M | |
| New buy | 0.6% | $2M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own ABNB?
7 tracked funds hold AIRBNB INC (ABNB), the largest being Bill Nygren (Oakmark Fund) at 3% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ABNB?
In the most recent 13F quarter, 2 tracked funds added or opened ABNB and 4 trimmed it, including 1 brand-new position.
How much ABNB do tracked funds hold?
Combined disclosed long exposure to ABNB across tracked superinvestors is $1.7B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.