AIRBNB INC (ABNB) — Hedge Fund Ownership Q1 2026
ABNB
- AIRBNB INC (ABNB) is held by 4 of 84 tracked hedge funds, with Akre Capital Management (4%) 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 (+1%), highlighting conviction.
- The biggest decreases in ABNB holdings came from Akre Capital Management (-41%) and Polen Capital Management (-25%), suggesting profit-taking or de-risking.
- 1 hedge fund exited ABNB.
- Overall, hedge funds decreased exposure to AIRBNB INC (ABNB) by -33% vs the prior quarter and -58% 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
|
4.20% | 2.0M | -41.42% | -30.27% | $256.9M | $126.28 | — |
| 2 |
Polen Capital Management
|
1.99% | 2.3M | -24.98% | -70.57% | $287.1M | $126.28 | — |
| 3 |
Miller Value Partners Bill Miller
|
0.53% | 16K | NEW | — | $2.0M | $126.28 | — |
| 4 |
Markel Group Tom Gayner
|
0.26% | 242K | +0.87% | +31.86% | $30.6M | $126.28 | — |
| — |
Maverick Capital Lee Ainslie
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 4.6M | -32.61% | -58.19% | $576.7M | — | — |
* 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.