← Top Holdings

ABNBAIRBNB INC

CUSIP: 009066101

5

Guru Owners

$3.09B

Total Value Held

22.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	18694408	$2.54B	3.21%	$135.72	Q4 2025
Chuck Akre	Akre Capital Management	3473243	$471.4M	5.17%	$135.72	Q4 2025
Ray Dalio	Bridgewater Associates	328756	$44.6M	0.16%	$135.72	Q4 2025
Tom Gayner	Markel Group	240289	$32.6M	0.26%	$135.72	Q4 2025
Lee Ainslie	Maverick Capital	8531	$1.2M	0.01%	$135.72	Q4 2025

$2.54B

3.21%

$471.4M

5.17%

$44.6M

0.16%

$32.6M

0.26%

$1.2M

0.01%

📊 Fundamentals

Market Cap$79.9B

P/E Ratio33.1x

Above market avg

Forward P/E22.9x

P/FCF22.5x

EPS (TTM)$4.02

Revenue (TTM)$12.2B

Profit Margin20.51%

Beta1.16

52-Week Range

$99.88

$143.88

Current: $133.23

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 33.1x trailing earnings → 22.9x forward · 20.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '255 owners · $3.09B

INCREASEDBill Nygren$2.54B

INCREASEDRay Dalio$44.6M

INCREASEDTom Gayner$32.6M

NEWLee Ainslie$1.2M

Q3 '254 owners · $2.35B

INCREASEDBill Nygren$1.88B

INCREASEDTom Gayner$27.6M

INCREASEDRay Dalio$22.3M

SOLDLee Ainslie

Q2 '255 owners · $2.39B

REDUCEDBill Nygren$1.88B

INCREASEDChuck Akre$459.6M

INCREASEDTom Gayner$28.1M

REDUCEDRay Dalio$18.8M

REDUCEDLee Ainslie$3.5M

Q1 '255 owners · $1.57B

INCREASEDBill Nygren$1.19B

INCREASEDChuck Akre$348.6M

INCREASEDTom Gayner$22.0M

NEWLee Ainslie$6.6M

REDUCEDRay Dalio$1.8M

Q4 '244 owners · $1.11B

NEWBill Nygren$702.6M

REDUCEDRay Dalio$45.0M

REDUCEDTom Gayner$15.2M

SOLDLee Ainslie

Q3 '244 owners · $384.8M

REDUCEDChuck Akre$336.0M

INCREASEDRay Dalio$44.3M

NEWTom Gayner$2.4M

REDUCEDLee Ainslie$2.1M

SOLDFrancois Rochon

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

10%analyst est. 10.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

28.9%current: 28.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ABNB: Held by 5 superinvestors · 16 congress member trades

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-01

$1,001 - $15,0002025-05-19

$1,001 - $15,0002025-04-23

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

$1,001 - $15,0002025-03-12

BUYRob BresnahanR

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-25

SELLGil CisnerosD

$1,001 - $15,0002025-01-24

$1,001 - $15,0002025-01-17

SELLBill KeatingD

$1,001 - $15,0002025-01-07

$1,001 - $15,0002024-10-11