Balyasny Asset Management
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Balyasny Asset Management’s Airbnb ABNB Stock Holding History

Balyasny Asset 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
Q1 		$213M Buy
1,686,003
+1,675,005
+15,230% +$218M 0.28% 56
2025
Q4 		$1.49M Sell
10,998
-1,544,318
-99% -$192M ﹤0.01% 2006
2025
Q3 		$189M Buy
1,555,316
+953,992
+159% +$123M 0.24% 75
2025
Q2 		$79.6M Buy
601,324
+566,742
+1,639% +$71.8M 0.12% 206
2025
Q1 		$4.13M Buy
34,582
+15,614
+82% +$2.09M 0.01% 1341
2024
Q4 		$2.49M Buy
+18,968
New +$2.55M ﹤0.01% 1594
2024
Q3 		– Sell
-1,423,345
Closed -$185M – 2683
2024
Q2 		$216M Buy
1,423,345
+840,627
+144% +$128M 0.38% 31
2024
Q1 		$96.1M Buy
+582,718
New +$88.2M 0.17% 134
2023
Q4 		– Sell
-3,782
Closed -$488K – 2430
2023
Q3 		$519K Sell
3,782
-572,860
-99% -$79.1M ﹤0.01% 1744
2023
Q2 		$73.9M Buy
576,642
+557,056
+2,844% +$65.2M 0.16% 153
2023
Q1 		$2.44M Sell
19,586
-15,955
-45% -$1.82M 0.01% 1385
2022
Q4 		$3.04M Sell
35,541
-12,767
-26% -$1.29M 0.01% 1236
2022
Q3 		$5.08M Buy
48,308
+36,679
+315% +$4.07M 0.02% 987
2022
Q2 		$1.04M Buy
11,629
+5,575
+92% +$726K ﹤0.01% 1734
2022
Q1 		$1.04M Buy
+6,054
New +$964K ﹤0.01% 1612
2021
Q4 		– Sell
-222,680
Closed -$37.4M – 2172
2021
Q3 		$37.4M Sell
222,680
-113,985
-34% -$17.4M 0.16% 167
2021
Q2 		$51.6M Buy
336,665
+255,729
+316% +$40.1M 0.24% 83
2021
Q1 		$15.2M Buy
+80,936
New +$15M 0.08% 366

Other funds holding ABNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management's ABNB Position: Q1 2026 in Review

Balyasny Asset Management increased its Airbnb (ABNB) stake by 15,230% in Q1 2026, buying an estimated $218M and bringing the position to 1,686,003 shares worth $213M. The position accounts for 0.28% of the portfolio, ranked #56.

Balyasny Asset Management first reported a position in ABNB in Q1 2021 and has held it in 18 quarters since. The position peaked at $216M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

  • Balyasny Asset Management held 1,686,003 shares of Airbnb worth $213M as of Q1 2026.
  • Balyasny Asset Management bought 1,675,005 Airbnb shares in Q1 2026, an estimated $218M.
  • Airbnb made up 0.28% of Balyasny Asset Management's portfolio in Q1 2026, its #56 holding.
  • Balyasny Asset Management first reported a position in Airbnb in Q1 2021 and has held it in 18 quarters since.
  • Balyasny Asset Management's Airbnb position peaked at $216M in Q2 2024.
  • 1,290 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.