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John Overdeck’s Airbnb ABNB Stock Holding History

John Overdeck’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 		$508M Buy
3,550,165
+91,394
+3% +$12.5M 0.37% 44
2026
Q1 		$437M Buy
3,458,771
+1,545,276
+81% +$201M 0.35% 49
2025
Q4 		$260M Buy
1,913,495
+12,821
+0.7% +$1.6M 0.37% 20
2025
Q3 		$231M Buy
1,900,674
+432,993
+30% +$56M 0.34% 53
2025
Q2 		$194M Buy
1,467,681
+769,033
+110% +$97.4M 0.34% 66
2025
Q1 		$83.5M Sell
698,648
-941,399
-57% -$126M 0.18% 143
2024
Q4 		$216M Buy
+1,640,047
New +$221M 0.47% 40
2024
Q3 		– Sell
-3,300
Closed -$428K – 3091
2024
Q2 		$500K Sell
3,300
-11,112
-77% -$1.7M ﹤0.01% 2369
2024
Q1 		$2.38M Buy
14,412
+12
+0.1% +$1.82K 0.01% 1361
2023
Q4 		$1.96M Sell
14,400
-357,431
-96% -$46.1M ﹤0.01% 1569
2023
Q3 		$51M Sell
371,831
-595,965
-62% -$82.3M 0.14% 197
2023
Q2 		$124M Buy
967,796
+740,137
+325% +$86.6M 0.31% 78
2023
Q1 		$28.3M Sell
227,659
-2,097,386
-90% -$239M 0.08% 291
2022
Q4 		$199M Buy
2,325,045
+221,238
+11% +$22.3M 0.62% 23
2022
Q3 		$221M Sell
2,103,807
-130,596
-6% -$14.5M 0.75% 13
2022
Q2 		$199M Buy
2,234,403
+882,298
+65% +$115M 0.66% 25
2022
Q1 		$232M Sell
1,352,105
-171,317
-11% -$27.3M 0.69% 9
2021
Q4 		$254M Buy
1,523,422
+360,006
+31% +$63.4M 0.54% 9
2021
Q3 		$195M Sell
1,163,416
-306,263
-21% -$46.8M 0.44% 33
2021
Q2 		$225M Buy
+1,469,679
New +$231M 0.51% 24

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

John Overdeck's ABNB Position: Q2 2026 in Review

John Overdeck increased its Airbnb (ABNB) stake by 2.6% in Q2 2026, buying an estimated $12.5M and bringing the position to 3,550,165 shares worth $508M. The position accounts for 0.37% of the portfolio, ranked #44.

John Overdeck first reported a position in ABNB in Q2 2021 and has held it in 20 quarters since. 1,299 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

  • John Overdeck held 3,550,165 shares of Airbnb worth $508M as of Q2 2026.
  • John Overdeck bought 91,394 Airbnb shares in Q2 2026, an estimated $12.5M.
  • Airbnb made up 0.37% of John Overdeck's portfolio in Q2 2026, its #44 holding.
  • John Overdeck first reported a position in Airbnb in Q2 2021 and has held it in 20 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.