AIRBNB INC (ABNB) — Hedge Fund Ownership Q4 2025
ABNB
- AIRBNB INC (ABNB) is held by 4 of 82 tracked hedge funds, with Akre Capital Management (5%) and Polen Capital Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in ABNB holdings came from Markel Group (+6%), highlighting conviction.
- The biggest decreases in ABNB holdings came from Polen Capital Management (-24%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to AIRBNB INC (ABNB) by -12% vs the prior quarter and -39% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Akre Capital Management Chuck Akre
|
5.17% | 3.5M | — | +31.10% | $471.4M | $135.72 | — |
| 2 |
Polen Capital Management
|
1.76% | 3.0M | -23.75% | -63.12% | $411.3M | $135.72 | — |
| 3 |
Markel Group Tom Gayner
|
0.26% | 240K | +5.79% | +108.39% | $32.6M | $135.72 | — |
| 4 |
Maverick Capital Lee Ainslie
|
0.01% | 9K | NEW | — | $1.2M | $135.72 | — |
| 4 | Total | — | 6.8M | -12.13% | -38.59% | $916.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.