ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
Input di momentum (manager comparabili):
ampiezza dei detentori -5.0% ·
flusso azionario +8.9% ·
nuove posizioni nette -5.3%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passivo) | 17.80M | -1.6% | $2.13B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Harris Associates (Oakmark) ✦ | 9.94M | +86.0% | $1.19B | 2.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Harris Associates (Oakmark) ✦ | 9.94M | +86.0% | $1.19B | 2.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passivo) | 9.80M | +3.4% | $1.17B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passivo) | 9.80M | +3.4% | $1.17B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Capital World Investors ✦ | 9.72M | -11.4% | $1.16B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.36M | +5.5% | $521.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 4.28M | +81.0% | $500.76M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 3.83M | -8.3% | $457.28M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 23 | Norges Bank ✦ (passivo) | 3.71M | +12.4% | $443.01M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 1.29M | +1444.4% | $153.96M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 1.29M | +1444.4% | $153.96M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 800.33K | -21.2% | $95.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 800.33K | -21.2% | $95.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 698.65K | -57.4% | $83.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 656.11K | +261.4% | $78.38M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 656.11K | +261.4% | $78.38M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | Millennium Management ✦ | 390.48K | -31.3% | $46.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Adage Capital Partners ✦ | 261.60K | -27.2% | $31.25M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 33 | Marshall Wace ✦ | 238.15K | +1632.4% | $28.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Marshall Wace ✦ | 238.15K | +1632.4% | $28.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Markel Group ✦ | 183.82K | +59.4% | $21.96M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 36 | ARK Investment Management ✦ | 71.51K | Nuovo | $8.54M | 0.1% | New | 1 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 15.55K | +462.9% | $1.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Bridgewater Associates ✦ | 15.47K | -95.5% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| ARK Investment Management | $8.54M | 0.1% |
Uscito
| Point72 Asset Management | $37.09M | era 0.1% |
| Baillie Gifford | $10.11M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 1 detentori, 115.40K azioni, $14,572 dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Officer, Director, 10% owner · 2.74K az. · $504,942
Officer, Director, 10% owner · 4.48K az. · $822,485
Officer, Director, 10% owner · 9.13K az. · $1.67M
Officer, Director, 10% owner · 100 az. · $16,364
Officer, Director, 10% owner · 9.02K az. · $1.49M
Officer, Director, 10% owner · 1.70K az. · $280,303
Officer, Director, 10% owner · 700 az. · $116,722
Officer, Director, 10% owner · 595 az. · $99,842
Officer, Director, 10% owner · 1.31K az. · $221,094
Officer, Director, 10% owner · 353 az. · $59,698
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia