InvestorLens

ABNB — AIRBNB INC

Consumer Discretionary · Travel Services

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ABNB?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net accumulation · 4 buying vs 2 selling last quarter
61
Macro Tailwind
Macro conditions are a headwind for Consumer Discretionary
42
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their ABNB position last quarter, 4 bought and 2 sold (67% buy-side). Macro conditions are a headwind for Consumer Discretionary (Macro Tailwind 42/100 in a Squeeze regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Paul Tudor Jones, Izzy Englander, Ken Griffin, …)
  • +6 tracked investors reported holding ABNB at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −Current Squeeze regime has historically been a headwind for Consumer Discretionary (Macro Tailwind 42/100)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About AIRBNB INC (ABNB)

AIRBNB INC (ABNB) appears in the most recent 13F filings of 6 tracked institutional investors. AIRBNB INC is classified in the Consumer Discretionary sector (Travel Services industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $631M. Across recent filings, tracked investors recorded 10 new positions, 1 increased, 3 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ABNB

79
/100
Institutional Accumulation
Added / Increased11
Reduced3
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track ABNB

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

ABNB Ownership Composition

How AIRBNB INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
84% of tracked value
Institutions
6
tracked investors
Total Reported
$966.7M
combined 13F value
Sectors3
  • Other83.6%
  • Hedge Funds14.3%
  • Growth Funds2.1%
Other(4)
83.6%
Hedge Funds(1)
14.3%
Growth Funds(1)
2.1%

Tracked investors reporting ABNB

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    5M
    Value
    $631.4M
    % Portfolio
    0.10%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.3M
    Value
    $165.1M
    % Portfolio
    0.07%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.1M
    Value
    $138.6M
    % Portfolio
    0.18%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    62.4K
    Value
    $7.9M
    % Portfolio
    0.01%
  • Cathie WoodMar 31, 2026
    ARK Investment Management
    Shares
    161.7K
    Value
    $20.4M
    % Portfolio
    0.16%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    27K
    Value
    $3.4M
    % Portfolio
    0.02%

Recent activity

Frequently asked questions

How many institutional investors hold ABNB?
6 tracked institutional investors disclosed a position in ABNB (AIRBNB INC) in their most recent 13F filing.
Who is the largest institutional holder of ABNB?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in ABNB, valued at $631M.
Did institutional ownership of ABNB increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 1 increased, 3 reduced, and 0 fully exited ABNB.
What sector is ABNB in?
AIRBNB INC is classified in the Consumer Discretionary GICS sector, Travel Services industry.
Where does this ABNB ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ABNB (AIRBNB INC) — Institutional Holders & 13F History — InvestorLens