ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
动量输入（同类管理人）：
持有人广度 +25.0% ·
股份流向 +7.8% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 9.47M | +0.8% | $1.24B | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Harris Associates (Oakmark) ✦ | 5.35M | 新增 | $702.63M | 1.2% | New | 1 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 4.18M | +15.4% | $548.68M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 4.14M | -2.5% | $543.54M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 7 | Norges Bank ✦ (被动) | 3.30M | +5.6% | $433.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 2.37M | +52.1% | $310.90M | 0.4% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | Two Sigma Investments ✦ | 1.64M | 新增 | $215.52M | 0.5% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.02M | -49.1% | $133.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 568.48K | +242.1% | $74.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 359.40K | -19.8% | $47.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 342.65K | -2.0% | $45.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 282.22K | 新增 | $37.09M | 0.1% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 181.57K | -60.1% | $23.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Markel Group ✦ | 115.31K | +502.1% | $15.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 83.44K | +684.5% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baillie Gifford ✦ | 76.90K | 新增 | $10.11M | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 13.75K | -97.4% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Gotham Asset Management ✦ | 2.76K | -24.5% | $362,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| 本季度无被追踪的退出仓位。 |
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。
该证券的被追踪持有人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, Director, 10% owner · 6.08K 股 · $958,207
Officer, Director, 10% owner · 5.68K 股 · $889,746
Officer, Director, 10% owner · 134 股 · $21,214
Officer, Director, 10% owner · 1.23K 股 · $191,715
Officer, Director, 10% owner · 481 股 · $74,291
Officer · 1.49K 股 · $251,537
Officer, Director, 10% owner · 1.27K 股 · $216,823
Officer, Director, 10% owner · 1.40K 股 · $241,070
Officer, Director, 10% owner · 591 股 · $102,325
Officer, Director, 10% owner · 10.35K 股 · $1.79M
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