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
2025
Q4 		– Sell
-200,000
Closed -$24.3M – 1162
2025
Q3 		$24.3M Buy
+200,000
New +$25.9M 0.08% 195
2025
Q2 		– Sell
-5,300
Closed -$633K – 1340
2025
Q1 		$633K Buy
+5,300
New +$710K ﹤0.01% 998

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Invesco
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Geode Capital Management
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Morgan Stanley
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hudson Bay Capital Management's ABNB Position: Q1 2026 in Review

Hudson Bay Capital Management held its Airbnb (ABNB) position steady in Q1 2026 at 307,000 shares worth $38.8M. The position accounts for 0.13% of the portfolio, ranked #132.

Hudson Bay Capital Management first reported a position in ABNB in Q4 2020 and has held it in 13 quarters since. The position peaked at $94.6M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

  • Hudson Bay Capital Management held 307,000 shares of Airbnb worth $38.8M as of Q1 2026.
  • Hudson Bay Capital Management left its Airbnb share count unchanged in Q1 2026.
  • Airbnb made up 0.13% of Hudson Bay Capital Management's portfolio in Q1 2026, its #132 holding.
  • Hudson Bay Capital Management first reported a position in Airbnb in Q4 2020 and has held it in 13 quarters since.
  • Hudson Bay Capital Management's Airbnb position peaked at $94.6M in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.