a16z Perennial Management’s Airbnb ABNB Stock Holding History

a16z Perennial Management’s Portfolio ABNB Stock Details ABNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.2M	Sell	294,893 -4,600	-2%	-$627K	3.41%	9
2026 Q1	$37.8M	Sell	299,493 -20,375	-6%	-$2.65M	3.14%	7
2025 Q4	$43.4M	Buy	+319,868	New	+$39.8M	3.26%	9
2025 Q3	–	Sell	-517,105	Closed	-$68.4M	–	142
2025 Q2	$68.4M	Sell	517,105 -23,700	-4%	-$3M	5.24%	5
2025 Q1	$64.6M	Buy	540,805 +8,174	+2%	+$1.1M	7.42%	4
2024 Q4	$70M	Sell	532,631 -9,000	-2%	-$1.21M	7.81%	3
2024 Q3	$68.7M	Sell	541,631 -76,500	-12%	-$9.92M	7.97%	4
2024 Q2	$93.7M	Sell	618,131 -106,110	-15%	-$16.2M	8.52%	4
2024 Q1	$119M	Sell	724,241 -192,600	-21%	-$29.2M	10.93%	3
2023 Q4	$125M	Buy	+916,841	New	+$118M	18.76%	2

Other funds holding ABNB

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

a16z Perennial Management's ABNB Position: Q2 2026 in Review

a16z Perennial Management reduced its Airbnb (ABNB) stake by 1.5% in Q2 2026, selling an estimated $627K and leaving 294,893 shares worth $42.2M. The position accounts for 3.41% of the portfolio, ranked #9.

a16z Perennial Management first reported a position in ABNB in Q4 2023 and has held it in 10 quarters since. The position peaked at $125M in Q4 2023. 488 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

a16z Perennial Management held 294,893 shares of Airbnb worth $42.2M as of Q2 2026.
a16z Perennial Management sold 4,600 Airbnb shares in Q2 2026, an estimated $627K.
Airbnb made up 3.41% of a16z Perennial Management's portfolio in Q2 2026, its #9 holding.
a16z Perennial Management first reported a position in Airbnb in Q4 2023 and has held it in 10 quarters since.
a16z Perennial Management's Airbnb position peaked at $125M in Q4 2023.
488 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.