Sector: consumertravel
Conviction from: NASDAQS&P
Tradable on: Bitget →
Airbnb operates an online marketplace connecting hosts and travelers for short-term lodging and experiences, earning fees on bookings worldwide.
5 tracked filer(s) hold this · 0 opened, 3 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 53 — mean of 5 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bill Nygren / Oakmark (Harris Associates) | 68 | Added +3% | 19,162,235 | $2,419,806,978 | 3.2% |
| Ancora | 42 | Added +147% | 1,005 | $126,922 | 0.0% |
| Louis Bacon / Moore | 56 | Added +52% | 6,138 | $775,107 | 0.0% |
| Chuck Akre / Akre Capital | 43 | Trimmed -41% | 2,034,473 | $256,913,250 | 4.2% |
| Bridgewater | 55 | Trimmed -92% | 27,031 | $3,413,475 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
7 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,004 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | SHORT |