ABNB
Airbnb Inc-class A
6 super-investors hold ABNB worth a combined $3.38B. The largest position: Chuck Akre at 4.2% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 27 — ranked #474 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ABNB
Bill Nygren dominates the cohort's $3.4B combined position, with his $2.4B stake accounting for the bulk of exposure even though it represents a relatively modest 3.2% of his portfolio. Chuck Akre holds the highest concentration at 4.2% — though he trimmed modestly in 2026Q1 — while Polen Capital and Joel Greenblatt round out the core holders. The one notable move this quarter was Bill Miller initiating a small $2M position, bringing cohort ownership back to six after a prolonged stretch at just one or two owners. The historical count tells the clearest story: interest collapsed from two owners to one and held there for six consecutive quarters before this mild uptick, suggesting the cohort has been cautious rather than enthusiastic about ABNB. Overall sentiment is marginally firming, but conviction remains narrow.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 3.2% | 6q | $2.42B | 19,162,235 |
| 2 | Joel Greenblatt | 0.3% | 21q | $381M | 3,019,772 |
| 3 | Polen Capital Management | 2.0% | 19q | $287M | 2,273,747 |
| 4 | Chuck Akre | 4.2% | 8q | $257M | 2,034,473 |
| 5 | Thomas Gayner | 0.3% | 7q | $31M | 242,389 |
| 6 | Bill Miller | 0.5% | 5q | $2M | 16,134 |
- 1Bill Nygrenport3.2%val$2.42B19,162,235 sh·6q held
- 2Joel Greenblattport0.3%val$381M3,019,772 sh·21q held
- 3Polen Capital Managementport2.0%val$287M2,273,747 sh·19q held
- 4Chuck Akreport4.2%val$257M2,034,473 sh·8q held
- 5Thomas Gaynerport0.3%val$31M242,389 sh·7q held
- 6Bill Millerport0.5%val$2M16,134 sh·5q held
Owners of ABNB also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.5% | +100% | $2M | May 15, 2026 |
| Chuck Akre | TRIM | 4.2% | -41% | $257M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 009066101. Not investment advice.