← Top Holdings

ABNBAIRBNB INC

CUSIP: 009066101

5

Guru Owners

$580.1M

Total Value Held

4.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	2273747	$287.1M	1.99%	$126.28	Q1 2026
Chuck Akre	Akre Capital Management	2034473	$256.9M	4.19%	$126.28	Q1 2026
Tom Gayner	Markel Group	242389	$30.6M	0.26%	$126.28	Q1 2026
Ray Dalio	Bridgewater Associates	27031	$3.4M	0.02%	$126.28	Q1 2026
Bill Miller	Miller Value Partners	16134	$2.0M	0.53%	$126.28	Q1 2026

$287.1M

1.99%

$256.9M

4.19%

$30.6M

0.26%

$3.4M

0.02%

$2.0M

0.53%

📊 Fundamentals

Market Cap$88.3B

P/E Ratio36.5x

Above market avg

Forward P/E24.5x

P/FCF27.7x

EPS (TTM)$4.08

Revenue (TTM)$12.6B

Profit Margin19.90%

Beta1.14

52-Week Range

$110.81

$150.19

Current: $148.80

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 36.5x trailing earnings → 24.5x forward · 19.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $580.1M

REDUCEDPolen Capital$287.1M

REDUCEDChuck Akre$256.9M

INCREASEDTom Gayner$30.6M

REDUCEDRay Dalio$3.4M

NEWBill Miller$2.0M

SOLDBill Nygren

SOLDLee Ainslie

Q4 '256 owners · $3.50B

INCREASEDBill Nygren$2.54B

REDUCEDPolen Capital$411.3M

INCREASEDRay Dalio$44.6M

INCREASEDTom Gayner$32.6M

NEWLee Ainslie$1.2M

Q3 '255 owners · $2.83B

INCREASEDBill Nygren$1.88B

REDUCEDPolen Capital$482.6M

INCREASEDTom Gayner$27.6M

INCREASEDRay Dalio$22.3M

SOLDLee Ainslie

Q2 '256 owners · $3.37B

REDUCEDBill Nygren$1.88B

REDUCEDPolen Capital$973.3M

INCREASEDChuck Akre$459.6M

INCREASEDTom Gayner$28.1M

REDUCEDRay Dalio$18.8M

REDUCEDLee Ainslie$3.5M

Q1 '256 owners · $2.49B

INCREASEDBill Nygren$1.19B

NEWPolen Capital$923.0M

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

💰 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

11%analyst est. 10.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

25.2%current: 25.2%

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