7 hedge funds and family offices disclose a ABNB position in their latest SEC 13F filing — combined $728.0M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 3,030,730 | $411.3M | 1.76% | 2025-12-31 |
| 2 | Chuck Akre | Akre Capital Management, LLC | 2,034,473 | $256.9M | 4.20% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 242,389 | $34.7M | 0.26% | 2026-06-30 |
| 4 | Cathie Wood | ARK Investment Management LLC | 161,662 | $20.4M | 0.16% | 2026-03-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 27,031 | $3.4M | 0.02% | 2026-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 8,531 | $1.2M | 0.01% | 2025-12-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 381 | $52K | 0.01% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold ABNB. The largest disclosed position is Polen Capital at $411.3M (1.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ABNB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
7 hedge funds and family offices disclose a ABNB position in their latest SEC 13F filing — combined $728.0M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 3,030,730 | $411.3M | 1.76% | 2025-12-31 |
| 2 | Chuck Akre | Akre Capital Management, LLC | 2,034,473 | $256.9M | 4.20% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 242,389 | $34.7M | 0.26% | 2026-06-30 |
| 4 | Cathie Wood | ARK Investment Management LLC | 161,662 | $20.4M | 0.16% | 2026-03-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 27,031 | $3.4M | 0.02% | 2026-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 8,531 | $1.2M | 0.01% | 2025-12-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 381 | $52K | 0.01% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold ABNB. The largest disclosed position is Polen Capital at $411.3M (1.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ABNB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
