Hudson Bay Capital Management
ABNB icon

Hudson Bay Capital Management’s Airbnb ABNB Stock Holding History

Hudson Bay 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
2026
Q2 		$52.8M Buy
369,225
+62,225
+20% +$8.49M 0.14% 118
2026
Q1 		$38.8M Hold
307,000
– – 0.13% 132
2025
Q4 		$41.7M Sell
307,000
-201,574
-40% -$25.1M 0.14% 135
2025
Q3 		$61.8M Sell
508,574
-206,035
-29% -$26.7M 0.21% 84
2025
Q2 		$94.6M Buy
714,609
+706,352
+8,555% +$89.5M 0.32% 62
2025
Q1 		$986K Buy
8,257
+1,264
+18% +$169K ﹤0.01% 929
2024
Q4 		$919K Sell
6,993
-43,007
-86% -$5.79M ﹤0.01% 765
2024
Q3 		$6.34M Sell
50,000
-43,525
-47% -$5.64M 0.03% 371
2024
Q2 		$14.2M Buy
93,525
+35,788
+62% +$5.47M 0.07% 175
2024
Q1 		$9.52M Buy
+57,737
New +$8.74M 0.05% 179
2022
Q2 		– Sell
-20,000
Closed -$3.44M – 1323
2022
Q1 		$3.44M Buy
20,000
+3,997
+25% +$637K 0.05% 527
2021
Q4 		$2.66M Buy
16,003
+6,003
+60% +$1.06M 0.03% 591
2021
Q3 		$1.68M Buy
+10,000
New +$1.53M 0.02% 671
2021
Q1 		– Sell
-23,658
Closed -$3.47M – 843
2020
Q4 		$3.47M Buy
+23,658
New +$3.49M 0.04% 289

Other funds holding ABNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hudson Bay Capital Management's ABNB Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Airbnb (ABNB) stake by 20% in Q2 2026, buying an estimated $8.49M and bringing the position to 369,225 shares worth $52.8M. The position accounts for 0.14% of the portfolio, ranked #118.

Hudson Bay Capital Management first reported a position in ABNB in Q4 2020 and has held it in 14 quarters since. The position peaked at $94.6M in Q2 2025. 1,303 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

  • Hudson Bay Capital Management held 369,225 shares of Airbnb worth $52.8M as of Q2 2026.
  • Hudson Bay Capital Management bought 62,225 Airbnb shares in Q2 2026, an estimated $8.49M.
  • Airbnb made up 0.14% of Hudson Bay Capital Management's portfolio in Q2 2026, its #118 holding.
  • Hudson Bay Capital Management first reported a position in Airbnb in Q4 2020 and has held it in 14 quarters since.
  • Hudson Bay Capital Management's Airbnb position peaked at $94.6M in Q2 2025.
  • 1,303 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.