Balyasny Asset Management
ABNB icon

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 		$35.7M Sell
283,100
-126,200
-31% -$16.4M 0.05% 469
2025
Q4 		$55.6M Buy
409,300
+167,000
+69% +$20.8M 0.07% 317
2025
Q3 		$29.4M Buy
242,300
+8,400
+4% +$1.09M 0.04% 550
2025
Q2 		$31M Buy
233,900
+171,000
+272% +$21.7M 0.05% 502
2025
Q1 		$7.51M Buy
62,900
+3,500
+6% +$469K 0.01% 1072
2024
Q4 		$7.81M Buy
59,400
+35,000
+143% +$4.71M 0.01% 1076
2024
Q3 		$3.09M Buy
24,400
+14,900
+157% +$1.93M 0.01% 1482
2024
Q2 		$1.44M Sell
9,500
-32,200
-77% -$4.92M ﹤0.01% 1648
2024
Q1 		$6.88M Sell
41,700
-84,000
-67% -$12.7M 0.01% 1099
2023
Q4 		$17.1M Sell
125,700
-113,700
-47% -$14.7M 0.03% 664
2023
Q3 		$32.8M Buy
239,400
+175,600
+275% +$24.2M 0.07% 394
2023
Q2 		$8.18M Sell
63,800
-44,800
-41% -$5.24M 0.02% 866
2023
Q1 		$13.5M Buy
108,600
+73,800
+212% +$8.43M 0.03% 665
2022
Q4 		$2.98M Buy
34,800
+1,200
+4% +$121K 0.01% 1247
2022
Q3 		$3.53M Hold
33,600
– – 0.01% 1197
2022
Q2 		$2.99M Hold
33,600
– – 0.01% 1182
2022
Q1 		$5.77M Buy
+33,600
New +$5.35M 0.02% 894

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.