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 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 $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

SRS Investment Management's ABNB Position: Q1 2026 in Review

SRS Investment Management reduced its Airbnb (ABNB) stake by 30% in Q1 2026, selling an estimated $96.7M and leaving 1,776,551 shares worth $224M. The position accounts for 2.37% of the portfolio, ranked #15.

SRS Investment Management first reported a position in ABNB in Q4 2020 and has held it in 8 quarters since. The position peaked at $342M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

SRS Investment Management held 1,776,551 shares of Airbnb worth $224M as of Q1 2026.
SRS Investment Management sold 743,470 Airbnb shares in Q1 2026, an estimated $96.7M.
Airbnb made up 2.37% of SRS Investment Management's portfolio in Q1 2026, its #15 holding.
SRS Investment Management first reported a position in Airbnb in Q4 2020 and has held it in 8 quarters since.
SRS Investment Management's Airbnb position peaked at $342M in Q4 2025.
1,292 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

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