ValuationViz

ABNB fund manager activity

Airbnb, Inc · Nasdaq. Reported by 17 tracked fund managers in their 13F filings, Q4 2020 to Q2 2026.

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Chuck Akre - Akre Capital ManagementNo change3,473,243$471,388,5405.17%Feb 13, 2026
Ron Baron - Baron CapitalAdded880,076$119,443,9150.32%Feb 17, 2026
Ken Fisher - Fisher Asset ManagementSold out——0.00%Feb 9, 2026
Joel Greenblatt - Gotham Asset ManagementAdded783,554$106,343,9490.39%Feb 17, 2026
Thomas Gayner - Markel GroupAdded240,289$32,612,0220.26%Feb 6, 2026
Lee Ainslie - Maverick CapitalNew8,531$1,157,8270.01%Feb 13, 2026
Bill Nygren - Oakmark FundsAdded18,694,408$2,537,204,9883.22%Feb 17, 2026
Polen Capital ManagementTrimmed3,030,730$411,330,7401.76%Feb 12, 2026

Q3 2025

ManagerActivitySharesValue% of portfolioFiled
Chuck Akre - Akre Capital ManagementNo change3,473,243$421,721,1654.20%Nov 13, 2025
Ron Baron - Baron CapitalAdded578,540$70,246,3270.19%Nov 14, 2025
Ken Fisher - Fisher Asset ManagementNew1,721$209,0270.00%Nov 12, 2025
Joel Greenblatt - Gotham Asset ManagementTrimmed6,703$813,8780.00%Nov 14, 2025
Thomas Gayner - Markel GroupAdded227,133$27,578,4890.22%Oct 31, 2025
Lee Ainslie - Maverick CapitalSold out——0.00%Nov 14, 2025
Bill Nygren - Oakmark FundsAdded15,453,931$1,876,416,3223.01%Nov 14, 2025
Polen Capital ManagementTrimmed3,974,571$482,592,4641.57%Nov 12, 2025

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