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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Creeks Capital Management's ABNB Position: Q1 2026 in Review

Two Creeks Capital Management increased its Airbnb (ABNB) stake by 0.78% in Q1 2026, buying an estimated $361K and bringing the position to 356,325 shares worth $45M. The position accounts for 4.62% of the portfolio, ranked #11.

Two Creeks Capital Management first reported a position in ABNB in Q1 2023 and has held it in 13 quarters since. The position peaked at $118M in Q2 2024. 1,291 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

  • Two Creeks Capital Management held 356,325 shares of Airbnb worth $45M as of Q1 2026.
  • Two Creeks Capital Management bought 2,775 Airbnb shares in Q1 2026, an estimated $361K.
  • Airbnb made up 4.62% of Two Creeks Capital Management's portfolio in Q1 2026, its #11 holding.
  • Two Creeks Capital Management first reported a position in Airbnb in Q1 2023 and has held it in 13 quarters since.
  • Two Creeks Capital Management's Airbnb position peaked at $118M in Q2 2024.
  • 1,291 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

Based on Two Creeks Capital Management's 13F filing for Q1 2026, filed 15 May 2026.