Lee Ainslie's ABNB Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 8,531 shares of Airbnb, Inc. (ABNB) worth $1.16 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ABNB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 258,913 shares. Largest reduction occurred in Q3 2024, reducing 270,034 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Airbnb (ABNB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Airbnb (ABNB) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +8,215 | New Buy | 8,215 | $85.50 |
| Q1 2023 | +3,192 | Add 38.86% | 11,407 | $124.40 |
| Q2 2023 | +5,572 | Add 48.85% | 16,979 | $128.16 |
| Q3 2023 | -16,979 | Sold Out | 0 | $0.00 |
| Q1 2024 | +27,321 | New Buy | 27,321 | $164.96 |
| Q2 2024 | +258,913 | Add 947.67% | 286,234 | $151.63 |
| Q3 2024 | -270,034 | Reduce 94.34% | 16,200 | $126.81 |
| Q4 2024 | -16,200 | Sold Out | 0 | $0.00 |
| Q1 2025 | +55,392 | New Buy | 55,392 | $119.46 |
| Q2 2025 | -28,654 | Reduce 51.73% | 26,738 | $132.34 |
| Q3 2025 | -26,738 | Sold Out | 0 | $0.00 |
| Q4 2025 | +8,531 | New Buy | 8,531 | $135.72 |
Lee Ainslie's Airbnb Investment FAQs
Lee Ainslie first purchased Airbnb, Inc. (ABNB) in Q4 2022, acquiring 8,215 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Airbnb, Inc. (ABNB) for 12 quarters since Q4 2022.
Lee Ainslie's largest addition to Airbnb, Inc. (ABNB) was in Q2 2024, adding 286,234 shares worth $43.4 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 8,531 shares of Airbnb, Inc. (ABNB), valued at approximately $1.16 M.
As of the Q4 2025 filing, Airbnb, Inc. (ABNB) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Airbnb, Inc. (ABNB) was 286,234 shares, as reported at the end of Q2 2024.