Follow-The-Filings

Security

Airbnb Inc. · COM CL A

CUSIP 009066101 Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 2 new 1 exit max 4.2% (Chuck Akre - Akre Capital...)

owners 16
rank #170
master % 0.16%
max % 4.2%
tracked value $11.7B
qoq N 2 A 6 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Chuck Akre - Akre Capital Management LLC 2026 Q1 4.2% Reduce -0.98 pp 2,034,473 $257M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 3.2% Add +0.02 pp 19,162,235 $2.4B hist
Polen Capital Management LLC 2026 Q1 2.0% Reduce +0.23 pp 2,273,747 $287M hist
Bill Miller - Miller Value Partners, LLC 2026 Q1 0.5% New 0.5% 16,134 $2B hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.37 pp 1,913,495 $260M hist
Renaissance Technologies LLC 2026 Q1 0.4% Reduce -0.26 pp 1,830,841 $231M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Reduce -0.15 pp 621,275 $78M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Reduce -0.08 pp 2,576,538 $325M hist
Davidson Kempner Capital Management LP 2026 Q1 0.2% New 0.2% 100,000 $13M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.06 pp 843,683 $107M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce +0.01 pp 38,283,087 $5.2B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.02 pp 3,019,772 $381M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.03 pp 314,974 $40M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.03 pp 777,317 $98M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.15 pp 27,031 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,005 $127 hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 8,531 $1M hist

SEC filings

Recent issuer filings from EDGAR · CIK 0001559720 · 25 shown

Filed Form Detail Links
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8-K 5.07
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financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $9.92B $11.1B $12.24B
Gross profit * $8.21B $9.22B $10.16B
Gross margin * 82.8% 83.1% 83.0%
Net income $4.79B $2.65B $2.51B
Net margin * 48.3% 23.9% 20.5%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $16.51B $17.18B $18.8B
Total non-current assets * $4.14B $3.78B $3.41B
Total assets $20.64B $20.96B $22.21B
Total current liabilities $9.95B $10.16B $13.65B
Total non-current liabilities * $2.53B $2.39B $360M
Total equity $8.16B $8.41B $8.2B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $3.88B $4.52B $4.65B
Cash from investing -$1.04B -$616M -$748M
Cash from financing -$2.43B -$3.57B -$3.83B
Net change in cash $564M $93M $726M

ownership over time

filing count by report period · click a bar for that quarter’s holders