Mawer Investment Management 13F: Adds $28M to Airbnb (ABNB) Stake
Mawer Investment Management significantly increased its holdings in Airbnb by 28.1% in its latest 13F filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Mawer Investment Management added 187,837 shares to its stake in Airbnb, Inc. ($ABNB), a 28.13% increase, according to a 13F filing with the SEC dated May 6, 2026. It reported 855,687 shares worth $125.61 million at the end of the quarter.
Since the filing, $ABNB is down 4.9% after 1 week, down 4.5% after 1 month and up 24.2% to date (from the $139.88 close on May 6, 2026).
Find the original: Mawer Investment Management 13F filings on SEC EDGAR
ABNB
Airbnb, Inc.
Key Points
- Mawer Investment Management boosted its Airbnb stake by 28.1%, adding 187,837 shares to hold 855,687 shares valued at approximately $115 million.
- Airbnb's stock trades near $134.42 with a market cap of about $82.47 billion and a P/E ratio of 34.4, reflecting strong investor interest.
- CEO Brian Chesky sold shares in planned transactions, while analysts hold varied views with price targets ranging from $125 to $175.
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Mawer Investment Management has increased its stake in Airbnb, Inc. (NasdaqGS: ABNB) by 28.1%, according to its latest 13F filing with the SEC. The firm added 187,837 shares, bringing its total holdings to 855,687 shares valued at approximately $115 million as of the reporting period.
What Changed in Mawer Investment Management's Airbnb Position
Mawer Investment Management significantly boosted its position in Airbnb, adding 187,837 shares to its previous holding of 667,850 shares. This increase represents a 28.1% growth in its stake, now totaling 855,687 shares. The value of Mawer's position in Airbnb stands at about $115 million.
Other Institutional Activity in Airbnb
BlackRock, Inc. added 438,601 shares to its Airbnb holdings, now owning 31,943,327 shares valued at around $4.03 billion. Vanguard Capital Management LLC maintained its position, holding 26,133,940 shares worth $3.30 billion. Harris Associates L.P. increased its stake by 467,827 shares to own 19,162,235 shares valued at $2.42 billion. Meanwhile, State Street Corp reduced its holdings by 189,352 shares, bringing its total to 17,733,208 shares valued at approximately $2.24 billion. Morgan Stanley also trimmed its position by 2,808,700 shares, resulting in 10,426,161 shares valued at $1.32 billion.
Airbnb, Inc. Stock Down 12.1%
Shares of Airbnb are trading near $134.42. The company has a market cap of about $82.47 billion and a P/E ratio of 34.4, indicating a forward P/E of 22.9. Airbnb's stock has a 52-week low of $110.81 and a high of $147.25, with a 50-day moving average of $135.65 and a 200-day moving average of $128.98. The company maintains a current ratio of 1.44 and a quick ratio of 0.75, with a debt-to-equity ratio of 33.19.
Recent Earnings
Airbnb reported revenue of $12.65 billion, reflecting a 17.9% year-over-year growth. The company achieved an EPS of $4.04, with a net margin of 19.9% and a return on equity of 32.3%. The next earnings report is expected on August 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.
CEO Brian Chesky has been selling shares in planned transactions, including 4,195 shares on June 9, 2026, at an average price of $135.71. Additional sales occurred on June 8 and June 5, with Chesky selling 37,704 and 16,515 shares, respectively. Elinor Mertz, the CFO, also sold 7,433 shares on June 2, 2026, at an average price of $136.24.
Analysts Set New Price Targets
On June 15, 2026, Truist Securities maintained its hold rating with a $134 price target. CICC initiated coverage with a buy rating and a $165 target on June 5. DA Davidson maintained its buy rating with a $162 target on May 11. Barclays also maintained a hold rating with a $125 target on the same day. Overall, the consensus recommendation is a buy with a mean target price of $156.47 from 37 analysts.
About Airbnb, Inc.
Airbnb, Inc., based in San Francisco, CA, operates a global platform connecting hosts and guests for stays, experiences, and services. Founded in 2007, the company, led by CEO Brian Chesky, employs about 8,200 people. It offers a wide range of booking options through its website and mobile app, enhancing travel experiences worldwide.
Bottom Line
Mawer Investment Management's significant increase in its Airbnb holdings underscores the firm's confidence in the company's potential. While 13F filings are backward-looking and may not reflect current positions, they offer insight into institutional sentiment. Airbnb's strong market presence and analyst interest make it a stock to watch.
Related Filing Alerts
Source: Mawer Investment Management's 13F filing on $ABNB (May 6, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Mawer Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts