ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
动量输入(同类管理人):
持有人广度 -6.2% ·
股份流向 +3.0% ·
净新建仓位 -6.7%
· 公式
集中增持:持股数量上升,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 3.60M | $575.63M | +1 | −2 |
| Q2 2026 | 166 | 0 | 285.59M | $40.89B | +7 | −8 |
| Q1 2026 | 170 | -5 | 278.84M | $35.20B | +1 | −7 |
| Q4 2025 | 174 | -1 | 291.55M | $39.54B | +1 | −1 |
| Q3 2025 | 26 | +2 | 168.79M | $20.49B | +3 | −2 |
| Q2 2025 | 22 | 0 | 146.28M | $19.36B | +2 | −2 |
| Q1 2025 | 19 | -1 | 68.06M | $8.12B | +1 | −2 |
| Q4 2024 | 20 | +4 | 62.53M | $8.22B | +4 | n/a |
| Q3 2024 | 15 | -1 | 39.92M | $5.06B | +1 | −2 |
| Q2 2024 | 16 | n/a | 38.76M | $5.87B | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 14.00M | -1.7% | $1.78B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 9.40M | +1.6% | $1.19B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 4.24M | +224.0% | $537.82M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 4 | Renaissance Technologies ✦ | 3.62M | +6.3% | $458.61M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (被动) | 3.12M | -16.2% | $395.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 2.00M | -40.0% | $253.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 1.56M | +302.0% | $196.99M | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Marshall Wace ✦ | 528.80K | +277.0% | $67.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 455.50K | -11.1% | $57.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Adage Capital Partners ✦ | 448.10K | +13.9% | $56.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 349.52K | +111.6% | $44.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Millennium Management ✦ | 166.17K | -82.2% | $21.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Markel Group ✦ | 19.15K | 新增 | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.64K | -98.9% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 3.66K | +22.0% | $464,125 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Markel Group | $2.43M | 0.0% |
已清仓
| Point72 Asset Management | $3.91M | 曾为 0.0% |
| Two Sigma Investments | $500,379 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,279 持有人, 336.79M 股份, $40.59B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 1.37K 股 · $230,006
Officer, Director, 10% owner · 2.85K 股 · $466,151
Officer, Director, 10% owner · 1.00K 股 · $167,185
Officer, Director, 10% owner · 2.25K 股 · $371,910
Officer, Director, 10% owner · 4.27K 股 · $702,872
Officer, Director, 10% owner · 3.25K 股 · $540,862
Officer, Director, 10% owner · 481 股 · $74,291
Officer, Director, 10% owner · 5.68K 股 · $889,746
Officer, Director, 10% owner · 1.23K 股 · $191,715
Officer, Director, 10% owner · 6.08K 股 · $958,207
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论