ABNB — AIRBNB INC

Ownership history in Two Creeks Capital Management, LP  ·  12 quarters on record

AI Ownership Summary

Two Creeks Capital Management, LP reported AIRBNB INC (ABNB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.33% in 2024 Q2. The latest visible filing shows ABNB at 3.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ABNB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Two Creeks Capital Management, LP's position in AIRBNB INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ABNB was reported at 3.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.33% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ABNB stock page Two Creeks Capital Management, LP fund profile Two Creeks Capital Management, LP full holdings
How Two Creeks Capital Management, LP held ABNB — position size vs. price
% of Fund (quarterly)    ABNB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 353,550 -139,901 -28.4% 3.93% $48.0M 2026-02-14 (Est.) $121.35
2025 Q3 ADDED 493,451 +8,667 +1.8% 4.31% $59.9M 2025-11-14 $122.02
2025 Q2 REDUCED 484,784 -77,741 -13.8% 4.20% $64.2M 2025-08-14 $124.64
2025 Q1 ADDED 562,525 +8,822 +1.6% 4.30% $67.2M 2025-05-15 $136.79
2024 Q4 REDUCED 553,703 -230,563 -29.4% 4.44% $72.8M 2025-02-14 $161.42
2024 Q3 ADDED 784,266 +6,556 +0.8% 6.56% $99.5M 2024-11-14 $134.56
2024 Q2 ADDED 777,710 +109,150 +16.3% 7.33% $117.9M 2024-08-14 $116.24
2024 Q1 REDUCED 668,560 -112,672 -14.4% 6.36% $110.3M 2024-05-15 $145.80
2023 Q4 UNCHANGED 781,232 — 0% 6.66% $106.4M 2024-02-14 $148.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ABNB

As of 2026 Q1 — sorted by position size

Paragon Capital Management Ltd 3Y 7Y 9.64% Ahara Advisors LLC 5.69% HAMILTON LANE ADVISORS LLC 3Y 7Y 1.77% Cascade Investment Advisors, Inc. 3Y 7Y 0.9% Red Spruce Capital, LLC 3Y 0.9% Scott & Selber, Inc. 3Y 7Y 0.73% FARMERS TRUST CO 3Y 7Y 0.65% Chemistry Wealth Management LLC 3Y 0.63% Verde Capital Management 3Y 0.58% LMG Wealth Partners, LLC 3Y 0.55%

FAQ About Two Creeks Capital Management, LP and ABNB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Two Creeks Capital Management, LP reported owning ABNB?

Two Creeks Capital Management, LP reported ABNB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABNB position in Two Creeks Capital Management, LP's portfolio?

The largest reported portfolio weight for ABNB was 7.33% in 2024 Q2.

What is the latest reported ABNB position on this page?

The most recent filing on this page is 2025 Q4, when Two Creeks Capital Management, LP reported 353,550 shares, equal to 3.93% of portfolio, with an estimated market value of $48.0M.

What does the chart on this ABNB ownership page compare?

The chart compares Two Creeks Capital Management, LP's quarterly ABNB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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