Hitchwood Capital Management’s Airbnb ABNB Stock Holding History

Hitchwood Capital 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
2023 Q1	$9.95M	Buy	+80,000	New	+$9.13M	5.42%	10
2022 Q2	–	Sell	-160,000	Closed	-$27.5M	–	16
2022 Q1	$27.5M	Buy	160,000 +70,000	+78%	+$11.1M	2.06%	12
2021 Q4	$15M	Sell	90,000 -210,000	-70%	-$37M	0.51%	44
2021 Q3	$50.3M	Sell	300,000 -50,000	-14%	-$7.64M	1.45%	25
2021 Q2	$53.6M	Hold	350,000	–	–	0.98%	22
2021 Q1	$65.8M	Hold	350,000	–	–	1.5%	16
2020 Q4	$51.4M	Buy	+350,000	New	+$51.7M	0.88%	28

Other funds holding ABNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hitchwood Capital Management's ABNB Position: Q1 2023 in Review

Hitchwood Capital Management opened a new position in Airbnb (ABNB) in Q1 2023: 80,000 shares worth $9.95M. The stake represents 5.42% of the portfolio and ranks #10 among its holdings. This is a return to the name: Hitchwood Capital Management previously reported a position in ABNB as recently as Q1 2022.

Hitchwood Capital Management first reported a position in ABNB in Q4 2020 and has held it in 7 quarters since. The position peaked at $65.8M in Q1 2021. 1,048 funds tracked by Wall St. Rank hold ABNB as of Q1 2023.

Hitchwood Capital Management held 80,000 shares of Airbnb worth $9.95M as of Q1 2023.
Airbnb was a new Hitchwood Capital Management position in Q1 2023.
Airbnb made up 5.42% of Hitchwood Capital Management's portfolio in Q1 2023, its #10 holding.
Hitchwood Capital Management first reported a position in Airbnb in Q4 2020 and has held it in 7 quarters since.
Hitchwood Capital Management's Airbnb position peaked at $65.8M in Q1 2021.
1,048 funds tracked by Wall St. Rank held Airbnb as of Q1 2023.

Based on Hitchwood Capital Management's 13F filing for Q1 2023, filed 12 May 2023.