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
-400,000
Closed -$48.6M – 1163
2025
Q3 		$48.6M Hold
400,000
– – 0.16% 105
2025
Q2 		$52.9M Buy
400,000
+381,500
+2,062% +$48.3M 0.18% 98
2025
Q1 		$2.21M Buy
+18,500
New +$2.48M 0.01% 808

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AQR Capital Management
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
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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. 1,314 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.
  • 1,314 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.