ABNB
Airbnb, Inc. · Consumer Cyclical · Travel Services
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +4.2% ·
netto nieuwe posities +3.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 3.60M | $575.63M | +1 | n/a |
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 38.30M | +1.7% | $4.65B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 32.14M | +8.5% | $3.90B | 0.1% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passief) | 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 | n/a | $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 ✦ (passief) | 10.03M | +0.9% | $1.22B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 4.60M | n/a | $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 | n/a | $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 | Nieuw | $25.38M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Arrowstreet Capital ✦ | 208.80K | Nieuw | $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 | Nieuw | $209,027 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $25.38M | 0.0% |
| Arrowstreet Capital | $25.35M | 0.0% |
| Fisher Asset Management | $209,027 | 0.0% |
Verlaten
| Norges Bank | $483.64M | was 0.1% |
| Baillie Gifford | $4.07M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,279 houders, 336.79M aandelen, $40.59B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer, Director, 10% owner · 2.25K aand · $371,910
Officer, Director, 10% owner · 4.27K aand · $702,872
Officer, Director, 10% owner · 1.00K aand · $167,185
Officer, Director, 10% owner · 2.85K aand · $466,151
Officer, Director, 10% owner · 3.25K aand · $540,862
Officer, Director, 10% owner · 1.23K aand · $191,715
Officer, Director, 10% owner · 134 aand · $21,214
Officer, Director, 10% owner · 481 aand · $74,291
Officer, Director, 10% owner · 5.68K aand · $889,746
Officer, Director, 10% owner · 6.08K aand · $958,207
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie