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Tsai Capital’s Airbnb ABNB Stock Holding History

Tsai Capital’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
2025
Q4 		– Sell
-23,774
Closed -$2.89M – 21
2025
Q3 		$2.89M Buy
23,774
+352
+2% +$45.5K 2.01% 19
2025
Q2 		$3.1M Sell
23,422
-777
-3% -$98.4K 2.27% 17
2025
Q1 		$2.89M Buy
24,199
+141
+0.6% +$18.9K 2.38% 20
2024
Q4 		$3.16M Sell
24,058
-52
-0.2% -$7K 2.3% 19
2024
Q3 		$3.06M Buy
24,110
+7,603
+46% +$986K 2.49% 15
2024
Q2 		$2.5M Hold
16,507
– – 2.46% 14
2024
Q1 		$2.72M Buy
16,507
+664
+4% +$101K 2.81% 13
2023
Q4 		$2.16M Sell
15,843
-826
-5% -$107K 1.98% 18
2023
Q3 		$2.29M Hold
16,669
– – 2.18% 15
2023
Q2 		$2.14M Buy
16,669
+405
+2% +$47.4K 1.94% 17
2023
Q1 		$2.02M Sell
16,264
-5,603
-26% -$640K 2.13% 16
2022
Q4 		$1.87M Sell
21,867
-322
-1% -$32.5K 2.71% 15
2022
Q3 		$2.33M Buy
22,189
+580
+3% +$64.3K 2.59% 12
2022
Q2 		$1.93M Sell
21,609
-24,667
-53% -$3.21M 2.28% 13
2022
Q1 		$7.95M Buy
46,276
+112
+0.2% +$17.8K 6.1% 5
2021
Q4 		$7.69M Buy
+46,164
New +$8.13M 5.34% 8

Other funds holding ABNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tsai Capital's ABNB Position: Q4 2025 in Review

Tsai Capital sold out of Airbnb (ABNB) in Q4 2025, closing a stake of 23,774 shares — an estimated $2.89M sold.

Tsai Capital first reported a position in ABNB in Q4 2021 and held it in 16 quarters. The position peaked at $7.95M in Q1 2022. 1,289 funds tracked by Wall St. Rank hold ABNB as of Q4 2025.

  • Tsai Capital reported no remaining Airbnb position as of Q4 2025 after selling out during the quarter.
  • Tsai Capital sold 23,774 Airbnb shares in Q4 2025, an estimated $2.89M.
  • Tsai Capital first reported a position in Airbnb in Q4 2021 and held it in 16 quarters.
  • Tsai Capital's Airbnb position peaked at $7.95M in Q1 2022.
  • 1,289 funds tracked by Wall St. Rank held Airbnb as of Q4 2025.

Based on Tsai Capital's 13F filing for Q4 2025, filed 4 Feb 2026.