PCM
ABNB icon

Polymer Capital Management’s Airbnb ABNB Stock Holding History

Polymer 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
2026
Q2 		$981K Buy
6,858
+3,592
+110% +$490K 0.13% 193
2026
Q1 		$412K Sell
3,266
-10,246
-76% -$1.33M 0.04% 485
2025
Q4 		$1.83M Buy
13,512
+8,719
+182% +$1.09M 0.19% 109
2025
Q3 		$582K Buy
+4,793
New +$620K 0.06% 391
2025
Q1 		– Sell
-3,054
Closed -$401K – 488
2024
Q4 		$401K Buy
+3,054
New +$411K 0.11% 132

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

Polymer Capital Management's ABNB Position: Q2 2026 in Review

Polymer Capital Management increased its Airbnb (ABNB) stake by 110% in Q2 2026, buying an estimated $490K and bringing the position to 6,858 shares worth $981K. The position accounts for 0.13% of the portfolio, ranked #193.

Polymer Capital Management first reported a position in ABNB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.83M in Q4 2025. 1,298 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

  • Polymer Capital Management held 6,858 shares of Airbnb worth $981K as of Q2 2026.
  • Polymer Capital Management bought 3,592 Airbnb shares in Q2 2026, an estimated $490K.
  • Airbnb made up 0.13% of Polymer Capital Management's portfolio in Q2 2026, its #193 holding.
  • Polymer Capital Management first reported a position in Airbnb in Q4 2024 and has held it in 5 quarters since.
  • Polymer Capital Management's Airbnb position peaked at $1.83M in Q4 2025.
  • 1,298 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.