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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Harris Associates
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State Street
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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

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.