7 tracked superinvestors hold AIRBNB INC (ABNB), worth $1.8B combined, led by Bill Nygren. Smart money is trimming ABNB as of the latest 13F filings.
Current price
$181.94
+45.1%
1Y
Airbnb, Inc., along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking such services worldwide. Users can easily book anything from private rooms and primary residences to vacation homes through its online and mobile…
Market cap
$84.9B
P/E
35.15
Div yield
0.0%
Revenue YoY
10.8%
Analyst target
$176
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
$1.8B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-3
1 buying · 4 selling
Smart money is net reducing ABNB: 4 funds trimmed versus 1 adding.
AIRBNB INC (ABNB) is held by 7 tracked funds worth $1.8B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Nygren at 3.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 4 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 3.1% | $703M | |
| Held | 0.4% | $510M | |
| Trimmed | 0.3% | $221M | |
| Trimmed | 3.4% | $169M | |
| Added | 0.3% | $134M | |
| Trimmed | 2.3% | $50M | |
| Trimmed | 0.3% | $1M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
5 insiders filed SEC Form 144 for $281M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Bernstein David C | Officer | 5,224 | $953K | 2026-09-01 |
| Blecharczyk Nathan | Officer & Director | 13,615 | $3M | 2026-08-31 |
| Blecharczyk Nathan | Officer & Director | 57,160 | $11M | 2026-08-28 |
| Blecharczyk Nathan | Officer & Director | 19,659 | $4M | 2026-08-26 |
| Blecharczyk Nathan | Officer & Director | 202,652 | $39M | 2026-08-25 |
| Blecharczyk Nathan | Officer & Director | 150,640 | $29M | 2026-08-24 |
| Blecharczyk Nathan | Officer & Director | 2,738 | $505K | 2026-08-20 |
| Blecharczyk Nathan | Officer & Director | 13,615 | $3M | 2026-08-17 |
Which superinvestors own ABNB?
7 tracked funds hold AIRBNB INC (ABNB), the largest being Bill Nygren (Oakmark Fund) at 3.1% 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, 1 tracked fund added or opened ABNB and 4 trimmed it.
How much ABNB do tracked funds hold?
Combined disclosed long exposure to ABNB across tracked superinvestors is $1.8B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.