ABNB
Airbnb Inc-class A
6 of the 83 super-investors we track hold ABNB, worth a combined $3.54B per their latest 13F filings. The largest position: Bill Nygren at 3.6% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 23 of 100 (how strongly the cohort backs it) — ranked #608 of 742 stocks.
Why super-investors own ABNB
ABNB is held by 6 super-investors in our cohort, with a combined position value of $3.5B. The highest-conviction owner is Bill Nygren at 3.6% of their portfolio. Cohort ownership has grown from 5 to 6 over the last four quarters — net interest is rising. This quarter the cohort registered 2 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q4 → 2026Q2How 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 | 3.6% | 7q | $2.70B | 18,861,551 |
| 2 | Joel Greenblatt | 0.2% | 22q | $401M | 2,799,703 |
| 3 | Polen Capital Management | 2.0% | 20q | $236M | 1,649,884 |
| 4 | Chuck Akre | 3.3% | 9q | $169M | 1,183,749 |
| 5 | Thomas Gayner | 0.3% | 8q | $35M | 242,389 |
| 6 | Bill Miller | 0.3% | 6q | $1M | 8,921 |
- 1Bill Nygrenport3.6%val$2.70B18,861,551 sh·7q held
- 2Joel Greenblattport0.2%val$401M2,799,703 sh·22q held
- 3Polen Capital Managementport2.0%val$236M1,649,884 sh·20q held
- 4Chuck Akreport3.3%val$169M1,183,749 sh·9q held
- 5Thomas Gaynerport0.3%val$35M242,389 sh·8q held
- 6Bill Millerport0.3%val$1M8,921 sh·6q held
Owners of ABNB also hold
Congress is trading ABNB
Congress tracker →- Michael Patrick Guestsold$1,001 - $15,000 · 2025-12-16 · late
- Rob Bresnahansold$1,001 - $15,000 · 2025-04-08
- Rob Bresnahanbought$1,001 - $15,000 · 2025-02-25
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-01-24
- William R. Keatingsold$1,001 - $15,000 · 2025-01-07
- Josh Gottheimersold$1,001 - $15,000 · 2024-07-09
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chuck Akre | TRIM | 3.3% | -42% | $169M | Aug 14, 2026 |
| Bill Miller | TRIM | 0.3% | -45% | $1M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 009066101. Not investment advice.