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Two Creeks Capital Management’s Airbnb ABNB Stock Holding History

Two Creeks 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 		$1.18M Sell
8,246
-348,079
-98% -$47.5M 0.85% 13
2026
Q1 		$45M Buy
356,325
+2,775
+0.8% +$361K 4.62% 11
2025
Q4 		$48M Sell
353,550
-139,901
-28% -$17.4M 3.93% 14
2025
Q3 		$59.9M Buy
493,451
+8,667
+2% +$1.12M 4.31% 9
2025
Q2 		$64.2M Sell
484,784
-77,741
-14% -$9.85M 4.2% 12
2025
Q1 		$67.2M Buy
562,525
+8,822
+2% +$1.18M 4.3% 11
2024
Q4 		$72.8M Sell
553,703
-230,563
-29% -$31.1M 4.44% 8
2024
Q3 		$99.5M Buy
784,266
+6,556
+0.8% +$850K 6.56% 5
2024
Q2 		$118M Buy
777,710
+109,150
+16% +$16.7M 7.33% 5
2024
Q1 		$110M Sell
668,560
-112,672
-14% -$17.1M 6.36% 7
2023
Q4 		$106M Hold
781,232
– – 6.66% 5
2023
Q3 		$107M Buy
781,232
+67,190
+9% +$9.28M 6.92% 5
2023
Q2 		$91.5M Buy
714,042
+134,550
+23% +$15.7M 5.51% 6
2023
Q1 		$72.1M Buy
+579,492
New +$66.2M 4.8% 9

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

Two Creeks Capital Management's ABNB Position: Q2 2026 in Review

Two Creeks Capital Management reduced its Airbnb (ABNB) stake by 98% in Q2 2026, selling an estimated $47.5M and leaving 8,246 shares worth $1.18M. The position accounts for 0.85% of the portfolio, ranked #13.

Two Creeks Capital Management first reported a position in ABNB in Q1 2023 and has held it in 14 quarters since. The position peaked at $118M in Q2 2024. 1,306 funds tracked by Wall St. Rank hold ABNB as of Q2 2026.

  • Two Creeks Capital Management held 8,246 shares of Airbnb worth $1.18M as of Q2 2026.
  • Two Creeks Capital Management sold 348,079 Airbnb shares in Q2 2026, an estimated $47.5M.
  • Airbnb made up 0.85% of Two Creeks Capital Management's portfolio in Q2 2026, its #13 holding.
  • Two Creeks Capital Management first reported a position in Airbnb in Q1 2023 and has held it in 14 quarters since.
  • Two Creeks Capital Management's Airbnb position peaked at $118M in Q2 2024.
  • 1,306 funds tracked by Wall St. Rank held Airbnb as of Q2 2026.

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