Airbnb, Inc. (ABNB): A Bull Case Theory
We came across a bullish thesis on Airbnb, Inc. on Johnny's bearish Investing’s Substack. In this article, we will summarize the bulls’ thesis on ABNB.
Airbnb Inc. (ABNB)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 15,453,931 | $1,876,416,322 | +9% | 3.01% |
| 2. | AQR Capital Management Cliff Asness | 4,269,937 | $518,455,787 | +59% | 0.33% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 3,720,900 | $451,791,678 | +33% | 0.9% |
| 4. | Point72 Asset Management Steve Cohen | 3,501,039 | $425,096,116 | +381% | 0.71% |
| 5. | Akre Capital Management Charles Akre | 3,473,243 | $421,721,165 | 4.2% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $123.28 | 10,797 | $1,331,073.59 | 55,968 | 2025-12-05 | Filing | |
| $122.66 | 7,884 | $967,055.38 | 66,765 | 2025-12-05 | Filing | |
| $121.70 | 4,134 | $503,097.47 | 74,649 | 2025-12-05 | Filing | |
| $120.88 | 946 | $114,351.82 | 78,783 | 2025-12-05 | Filing | |
| $124.43 | 8,910 | $1,108,656.15 | 11,520 | 2025-12-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,295,288 | $4,649,813,869 | 0.07% | |
| 2. | 32,135,089 | $3,901,842,538 | 0.07% | |
| 3. | 17,977,956 | $2,182,883,418 | 0.08% | |
| 4. | 12,514,060 | $1,519,457,531 | 0.09% | |
| 5. | 10,224,992 | $1,241,518,464 | 0.06% |
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