ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares +25.0% ·
flujo de acciones +7.8% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 168 | 0 | 289.98M | $41.52B | +7 | −6 |
| 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 | — |
| Q3 2024 | 15 | -1 | 39.92M | $5.06B | +1 | −2 |
| Q2 2024 | 16 | — | 38.76M | $5.87B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 18.08M | — | $2.38B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Capital World Investors ✦ | 10.97M | -21.7% | $1.44B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 9.47M | +0.8% | $1.24B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 9.47M | +0.8% | $1.24B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 5.35M | Nuevo | $702.63M | 1.2% | New | 1 | SEC ↗ |
| 6 | Harris Associates (Oakmark) ✦ | 5.35M | Nuevo | $702.63M | 1.2% | New | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 4.18M | +15.4% | $548.68M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Norges Bank ✦ (pasivo) | 3.30M | +5.6% | $433.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 1.64M | Nuevo | $215.52M | 0.5% | New | 1 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 1.02M | -49.1% | $133.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 1.02M | -49.1% | $133.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Millennium Management ✦ | 568.48K | +242.1% | $74.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Adage Capital Partners ✦ | 359.40K | -19.8% | $47.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bridgewater Associates ✦ | 342.65K | -2.0% | $45.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 282.22K | Nuevo | $37.09M | 0.1% | New | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 181.57K | -60.1% | $23.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 181.57K | -60.1% | $23.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Markel Group ✦ | 115.31K | +502.1% | $15.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 83.44K | +684.5% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baillie Gifford ✦ | 76.90K | Nuevo | $10.11M | 0.0% | New | 1 | SEC ↗ |
| 34 | Marshall Wace ✦ | 13.75K | -97.4% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Marshall Wace ✦ | 13.75K | -97.4% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 2.76K | -24.5% | $362,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Harris Associates (Oakmark) | $702.63M | 1.2% |
| Harris Associates (Oakmark) | $702.63M | 1.2% |
| Two Sigma Investments | $215.52M | 0.5% |
| Point72 Asset Management | $37.09M | 0.1% |
| Baillie Gifford | $10.11M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 115.40K acciones, $14,572 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 2.74K acc. · $504,942
Officer, Director, 10% owner · 4.48K acc. · $822,485
Officer, Director, 10% owner · 9.13K acc. · $1.67M
Officer, Director, 10% owner · 100 acc. · $16,364
Officer, Director, 10% owner · 9.02K acc. · $1.49M
Officer, Director, 10% owner · 1.70K acc. · $280,303
Officer, Director, 10% owner · 700 acc. · $116,722
Officer, Director, 10% owner · 595 acc. · $99,842
Officer, Director, 10% owner · 1.31K acc. · $221,094
Officer, Director, 10% owner · 353 acc. · $59,698
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología