SRS Investment Management’s Airbnb ABNB Stock Holding History

SRS Investment 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	$89.8M	Sell	627,405 -1,149,146	-65%	-$157M	0.83%	23
2026 Q1	$224M	Sell	1,776,551 -743,470	-30%	-$96.7M	2.37%	15
2025 Q4	$342M	Buy	+2,520,021	New	+$314M	3.6%	8
2023 Q2	–	Sell	-268,570	Closed	-$33.4M	–	23
2023 Q1	$33.4M	Hold	268,570	–	–	0.48%	14
2022 Q4	$23M	Buy	268,570 +254,701	+1,836%	+$25.7M	0.42%	13
2022 Q3	$1.46M	Hold	13,869	–	–	0.03%	22
2022 Q2	$1.24M	Buy	+13,869	New	+$1.8M	0.02%	23
2021 Q2	–	Sell	-150,000	Closed	-$28.2M	–	30
2021 Q1	$28.2M	Hold	150,000	–	–	0.44%	20
2020 Q4	$22M	Buy	+150,000	New	+$22.1M	0.36%	19

Other funds holding ABNB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SRS Investment Management's ABNB Position: Q2 2026 in Review

SRS Investment Management reduced its Airbnb (ABNB) stake by 65% in Q2 2026, selling an estimated $157M and leaving 627,405 shares worth $89.8M. The position accounts for 0.83% of the portfolio, ranked #23.

SRS Investment Management first reported a position in ABNB in Q4 2020 and has held it in 9 quarters since. The position peaked at $342M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

SRS Investment Management held 627,405 shares of Airbnb worth $89.8M as of Q2 2026.
SRS Investment Management sold 1,149,146 Airbnb shares in Q2 2026, an estimated $157M.
Airbnb made up 0.83% of SRS Investment Management's portfolio in Q2 2026, its #23 holding.
SRS Investment Management first reported a position in Airbnb in Q4 2020 and has held it in 9 quarters since.
SRS Investment Management's Airbnb position peaked at $342M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

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