ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +4.2% ·
nuevas posiciones netas +3.8%
— 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 Q3 2025
| 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 | The Vanguard Group ✦ (pasivo) | 38.30M | +1.7% | $4.65B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 32.14M | +8.5% | $3.90B | 0.1% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 17.98M | -0.4% | $2.18B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | Harris Associates (Oakmark) ✦ | 15.45M | +8.6% | $1.88B | 3.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 12.51M | — | $1.52B | 0.1% | n/c | 1 | SEC ↗ ×17 |
| 6 | Fidelity (FMR) ✦ | 10.22M | -27.7% | $1.24B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 7 | Geode Capital Management ✦ (pasivo) | 10.03M | +0.9% | $1.22B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 4.60M | — | $559.11M | 0.0% | n/c | 1 | SEC ↗ ×36 |
| 9 | Wellington Management ✦ | 4.34M | -33.8% | $527.34M | 0.1% | ▼ Trim | 6 | SEC ↗ ×8 |
| 10 | AQR Capital Management ✦ | 4.27M | +58.6% | $518.46M | 0.3% | ▲ Add | 6 | SEC ↗ ×8 |
| 11 | Point72 Asset Management ✦ | 3.50M | +380.3% | $425.10M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 3.25M | +1009.1% | $395.12M | 0.3% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Renaissance Technologies ✦ | 2.50M | +8.9% | $303.63M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 2.26M | — | $274.83M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Two Sigma Investments ✦ | 1.90M | +29.5% | $230.78M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 1.67M | +30.9% | $202.53M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 17 | ARK Investment Management ✦ | 1.04M | +30.7% | $125.77M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 827.89K | -36.5% | $100.52M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | T. Rowe Price ✦ | 807.90K | -7.4% | $98.10M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 20 | Adage Capital Partners ✦ | 350.60K | +10.1% | $42.57M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 21 | Markel Group ✦ | 227.13K | +7.1% | $27.58M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 22 | Marshall Wace ✦ | 209.04K | Nuevo | $25.38M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Arrowstreet Capital ✦ | 208.80K | Nuevo | $25.35M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 183.78K | +29.6% | $22.31M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 6.70K | -18.5% | $813,878 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Fisher Asset Management ✦ | 1.72K | Nuevo | $209,027 | 0.0% | New | 1 | 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
| Marshall Wace | $25.38M | 0.0% |
| Arrowstreet Capital | $25.35M | 0.0% |
| Fisher Asset Management | $209,027 | 0.0% |
Posición cerrada
| Norges Bank | $483.64M | era 0.1% |
| Baillie Gifford | $4.07M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,279 tenedores, 336.79M acciones, $40.59B 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 · 6.08K acc. · $958,207
Officer, Director, 10% owner · 5.68K acc. · $889,746
Officer, Director, 10% owner · 134 acc. · $21,214
Officer, Director, 10% owner · 1.23K acc. · $191,715
Officer, Director, 10% owner · 481 acc. · $74,291
Officer · 1.49K acc. · $251,537
Officer, Director, 10% owner · 1.27K acc. · $216,823
Officer, Director, 10% owner · 1.40K acc. · $241,070
Officer, Director, 10% owner · 591 acc. · $102,325
Officer, Director, 10% owner · 10.35K acc. · $1.79M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología