Swiss National Bank 13F: Adds $13M to Airbnb (ABNB) Stake
The Swiss National Bank added 86,600 shares to its Airbnb position, now holding 1.26 million shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Swiss National Bank added 86,600 shares to its stake in Airbnb, Inc. ($ABNB), a 7.36% increase, according to a 13F filing with the SEC dated May 7, 2026. It reported 1,262,900 shares worth $185.39 million at the end of the quarter.
Since the filing, $ABNB is down 4.8% after 1 week, down 4.3% after 1 month and up 23.7% to date (from the $140.46 close on May 7, 2026).
Find the original: Swiss National Bank 13F filings on SEC EDGAR
ABNB
Airbnb, Inc.
Key Points
- Swiss National Bank increased its Airbnb holdings by 86,600 shares, now owning 1.26 million shares valued at $177.9 million as of the latest filing.
- Swiss National Bank held 1,262,900 $ABNB shares at quarter end, up 7.36% from the prior quarter.
- Airbnb's stock trades around $140.86 with a market cap of $83.4 billion and a P/E ratio of 34.7, showing robust growth potential.
- Peer investors like BlackRock and Harris Associates also added to their positions, while insiders like Brian Chesky sold shares in planned transactions.
Get $ABNB trade alerts by text
We text you when insiders, Congress or big funds trade $ABNB. Free.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Airbnb, Inc. alert may contain errors. Disclosures
Swiss National Bank has boosted its holdings in Airbnb, Inc. (NasdaqGS: ABNB) by 86,600 shares, according to a recent 13F filing with the SEC. As of the filing period, the bank now holds approximately 1.26 million shares valued at about $177.9 million. This move represents a 7.36% increase in their position.
What Changed in Swiss National Bank's Airbnb Position
Swiss National Bank increased its stake in Airbnb by acquiring 86,600 additional shares. This brings its total holdings to 1.26 million shares, up from 1.18 million shares previously. The value of this expanded position is approximately $177.9 million, indicating a strong interest in the company's prospects.
Other Institutional Activity in Airbnb
Several other institutional investors have also adjusted their positions in Airbnb. BlackRock, Inc. grew its holdings by 438,601 shares, ending with 31.9 million shares worth about $4.03 billion. Harris Associates L.P. added 467,827 shares, bringing its total to 19.2 million shares valued at $2.42 billion. Meanwhile, State Street Corp reduced its holdings by 189,352 shares, now holding 17.7 million shares worth $2.24 billion. Morgan Stanley significantly cut its stake by 2.81 million shares, leaving it with 10.4 million shares valued at $1.32 billion.
Airbnb, Inc. Stock Down 12.1%
Shares of Airbnb (NasdaqGS: ABNB) currently trade near $140.86. The company has a market cap of $83.4 billion and a P/E ratio of 34.7, with a forward P/E of 23.2. The stock has a 52-week low of $110.81 and a high of $147.25. Its 50-day moving average is $136.25, and the 200-day moving average is $129.08. Airbnb's beta is 1.159, indicating moderate volatility compared to the market.
Recent Earnings
Airbnb reported revenue of $12.65 billion, reflecting a growth rate of 17.9%. The company's net margin stands at 19.9%, and its return on equity is 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.
-
Forward outlook
12 analysts raised price targets.
-
EPS & revenue
EPS missed estimates by 11.9%. Revenue met estimates.
-
Profit surprise
EBITDA missed by 83 percent. Operating income beat by 2 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
1 upgrade, 12 target raises.
-
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.
Several insiders at Airbnb have been involved in planned stock sales. CEO and Chairman Brian Chesky sold shares on multiple occasions in June 2026, with transactions on June 4, 5, 8, 9, and 15. Joseph Gebbia also sold 265,000 shares on June 15. These sales were conducted under pre-arranged trading plans.
Analysts Set New Price Targets
Analyst activity has been active with several firms updating their price targets. On June 15, Truist Securities maintained a "hold" rating with a $134 target. CICC initiated coverage with a "buy" rating and a $165 target on June 5. DA Davidson maintained a "buy" rating with a $162 target on May 11. The consensus recommendation for Airbnb is "buy" with a mean target price of $156.47, based on 37 analyst opinions.
About Airbnb, Inc.
Airbnb, Inc. operates an online marketplace for lodging, primarily homestays and tourism experiences. Founded in 2007 and headquartered in San Francisco, California, the company connects hosts and guests worldwide. It offers a platform for booking stays, experiences, and services, and also provides gift cards. Led by CEO Brian Chesky, Airbnb employs around 8,200 people.
Bottom Line
The Swiss National Bank's increased stake in Airbnb highlights its confidence in the company's future. Investors closely watch such moves, though 13F filings are backward-looking and may not reflect current positions. Airbnb continues to attract interest from institutional investors and analysts, reflecting its significant role in the travel services industry.
Related Filing Alerts
Source: Swiss National Bank's 13F filing on $ABNB (May 7, 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: Swiss National Bank 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts