SEC 13F Intelligence

Two Creeks Capital Management, LP / ABNB

Two Creeks Capital Management, LP’s Airbnb Inc Position

Does Two Creeks Capital Management, LP own Airbnb Inc (ABNB)? Yes356.3K shares worth $45M (+4.62% of its 13F portfolio) as of Q1 2026, up from 353.6K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
356.3K
% of Portfolio
+4.62%
Quarters Held
13
currently held

Position History ABNB

Reported value by quarter
Q1 ’23: $72MQ1 ’23Q2 ’23: $92MQ3 ’23: $107MQ3 ’23Q4 ’23: $106MQ1 ’24: $110MQ1 ’24Q2 ’24: $118MQ3 ’24: $99MQ3 ’24Q4 ’24: $73MQ1 ’25: $67MQ1 ’25Q2 ’25: $64MQ3 ’25: $60MQ3 ’25Q4 ’25: $48MQ1 ’26: $45MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026356.3K$45M+4.62%
Q4 2025353.6K$48M+3.93%
Q3 2025493.5K$60M+4.31%
Q2 2025484.8K$64M+4.20%
Q1 2025562.5K$67M+4.30%
Q4 2024553.7K$73M+4.44%
Q3 2024784.3K$99M+6.56%
Q2 2024777.7K$118M+7.33%
Q1 2024668.6K$110M+6.36%
Q4 2023781.2K$106M+6.66%
Q3 2023781.2K$107M+6.92%
Q2 2023714.0K$92M+5.51%
Q1 2023579.5K$72M+4.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Creeks Capital Management, LP’s full portfolio or all institutional holders of ABNB.