Stock thesis

Airbnb, Inc.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

Airbnb operates a global marketplace for short-term stays and travel experiences.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

5 tracked funds report ABNB in their latest available 13F, representing $612.6M of combined reported value on this page.

Counter-evidence

4 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

5 holders

Fund	Move	Read	Value	Weight
Akre Capital Management largest tracked holder Q1 2026 · filed May 14, 2026 · SEC filing	−41%	reported share count decreased	$256,913,250	4.2%
Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing	−27%	reported share count decreased	$236,098,385	2.03%
ARK Investment Management position history Q1 2026 · filed May 12, 2026 · SEC filing	−84%	reported share count decreased	$20,414,701	0.16%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily