Point72 Asset Management’s Airbnb ABNB Stock Holding History

Point72 Asset 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 Q1	$107M	Buy	843,683 +329,855	+64%	+$42.9M	0.14%	162
2025 Q4	$69.7M	Sell	513,828 -2,987,211	-85%	-$372M	0.08%	286
2025 Q3	$425M	Buy	3,501,039 +2,772,129	+380%	+$359M	0.71%	16
2025 Q2	$96.5M	Buy	+728,910	New	+$92.3M	0.19%	125
2025 Q1	–	Sell	-282,222	Closed	-$37.8M	–	1990
2024 Q4	$37.1M	Buy	+282,222	New	+$38M	0.08%	287
2024 Q3	–	Sell	-25,776	Closed	-$3.34M	–	1937
2024 Q2	$3.91M	Sell	25,776 -142,108	-85%	-$21.7M	0.01%	914
2024 Q1	$27.7M	Buy	+167,884	New	+$25.4M	0.07%	349
2023 Q1	–	Sell	-314,926	Closed	-$26.9M	–	2191
2022 Q4	$26.9M	Buy	+314,926	New	+$31.8M	0.09%	267
2021 Q4	–	Sell	-7,478	Closed	-$1.25M	–	1060
2021 Q3	$1.25M	Sell	7,478 -26,923	-78%	-$4.11M	0.01%	834
2021 Q2	$5.27M	Buy	+34,401	New	+$5.4M	0.02%	601

Other funds holding ABNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point72 Asset Management's ABNB Position: Q1 2026 in Review

Point72 Asset Management increased its Airbnb (ABNB) stake by 64% in Q1 2026, buying an estimated $42.9M and bringing the position to 843,683 shares worth $107M. The position accounts for 0.14% of the portfolio, ranked #162.

Point72 Asset Management first reported a position in ABNB in Q2 2021 and has held it in 10 quarters since. The position peaked at $425M in Q3 2025. 1,290 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

Point72 Asset Management held 843,683 shares of Airbnb worth $107M as of Q1 2026.
Point72 Asset Management bought 329,855 Airbnb shares in Q1 2026, an estimated $42.9M.
Airbnb made up 0.14% of Point72 Asset Management's portfolio in Q1 2026, its #162 holding.
Point72 Asset Management first reported a position in Airbnb in Q2 2021 and has held it in 10 quarters since.
Point72 Asset Management's Airbnb position peaked at $425M in Q3 2025.
1,290 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.