Asset Management One 13F: Adds $9.6M to Airbnb (ABNB) Stake
Key Points
- Asset Management One's total reported value in Airbnb now stands at about $13.98 billion, with this position making up 0.31% of its overall portfolio.
- Asset Management One held 268,044 $ABNB shares at quarter end, up 28.82% from the prior quarter.
- Airbnb's shares recently traded around $168.82, which is about equal to its closing price of $168.49 on October 27, 2026.
- The stock has a P/E ratio of 38.96 and is currently below its 50-day moving average of $171.75.
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On October 27, 2026, Asset Management One boosted its stake in Airbnb, Inc. (ABNB) by 59,961 shares, bringing its total to 268,044 shares valued at about $43.06 million. This increase was disclosed in a filing with the SEC on the same day.
ABNB
Airbnb, Inc.
What Changed in Asset Management One's Airbnb Position
Asset Management One added 59,961 shares to its position in Airbnb, marking a 28.8% increase. The fund's total reported value in Airbnb now stands at approximately $13.98 billion. This stake represents 0.31% of Asset Management One's overall portfolio, ranking it 36th among its 940 reported positions.
Where Airbnb Fits in Asset Management One's Portfolio
Airbnb's position is significant for Asset Management One, as the recent boost enhances its stake in a high-growth sector.
Other Institutional Activity in Airbnb
AQR Capital Management, LLC recently increased its holdings in Airbnb by 2,624,004 shares, bringing its total to 10,624,015 shares worth about $1.79 billion. Meanwhile, Harris Associates L.P. reduced its stake by 300,850 shares, leaving it with 18,861,551 shares valued at approximately $3.18 billion.
Airbnb, Inc. Stock Down 1.9%
Airbnb's shares recently traded around $168.82, which is about equal to its closing price of $168.49 on October 27, 2026. The stock is currently below its 50-day moving average of $171.75, but above its 52-week low of $110.81, indicating some volatility in its recent performance.
Recent Earnings
Airbnb reported trailing twelve-month revenue of $13.16 billion, with a net margin of 20.4% and an impressive return on equity of 34.5%. The next earnings report is scheduled for November 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 11.9%. Revenue met estimates.
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Profit surprise
EBITDA missed by 83 percent. Operating income beat by 2 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 12 target raises.
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Earnings quality
Gross margin up 0.6 points. Operating margin up 1.5 points. Positive free cash flow.
Earnings Call Summary
Airbnb delivered a strong quarter with $2.678 billion in revenue, up 18 percent year over year, beating guidance. Gross booking value grew 19 percent and nights booked accelerated, though there was a 100 basis point headwind from Middle East conflict. The company is driving growth through Reserve Now Pay Later, which now represents 20 percent of bookings, app improvements that drove 22 percent app nights growth, and new initiatives like hotels and experiences. Management highlighted that nearly 60 percent of engineering code is now written with AI assistance, doubling the industry average.
Guidance Airbnb raised full year revenue growth outlook to low to mid-teens percent. For the next quarter, they guided $3.54 billion to $3.6 billion in revenue, representing 14 to 16 percent growth year over year. They expect adjusted EBITDA margin to be at least 35 percent for the full year.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at Airbnb, Inc.
Recent insider transactions include Nathan Blecharczyk, an officer and director, who sold 13,615 shares on September 28, 2026, valued at about $2.14 million. Another officer, David Charles Bernstein, sold 1,489 shares on September 15, 2026, for approximately $251,537.
Analysts Set New Price Targets
On October 27, 2026, Oppenheimer maintained an "Outperform" rating on Airbnb with a price target of $210. Other analysts, including RBC Capital and Citizens, have also set high targets, with the consensus recommendation for the stock remaining a buy and a mean price target of $183.45.
About Airbnb, Inc.
Airbnb, Inc. operates a platform for booking stays and experiences worldwide. The company connects hosts and guests through its online marketplace, offering various services and gift cards. Founded in 2007 and headquartered in San Francisco, California, Airbnb has become a significant player in the travel services industry.
Bottom Line
Investors should watch for Airbnb's upcoming earnings report on November 5, 2026, as well as further filings from Asset Management One and other institutional investors. This recent increase in stake highlights continued interest in Airbnb's growth potential.
Related Filing Alerts
Source: Asset Management One's 13F filing on $ABNB (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts