Airbnb, Inc. (ABNB): A Bull Case Theory
We came across a bullish thesis on Airbnb, Inc. on Compounding Your Wealth’s Substack by Sergey. 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 | 14,237,331 | $1,884,168,443 | +44% | 3.06% |
| 2. | Akre Capital Management Charles Akre | 3,473,243 | $459,648,979 | +20% | 4.5% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 2,798,600 | $370,366,724 | +23% | 0.76% |
| 4. | AQR Capital Management Cliff Asness | 2,692,599 | $356,338,487 | -38% | 0.29% |
| 5. | Renaissance Technologies Jim Simons | 2,297,042 | $303,990,655 | -40% | 0.4% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $123.62 | 600 | $74,172.00 | 207,977 | 2025-08-14 | Filing | |
| $120.50 | 600 | $72,300.00 | 208,577 | 2025-08-07 | Filing | |
| $130.30 | 71,397 | $9,302,757.79 | 236,015 | 2025-08-04 | Filing | |
| $129.51 | 149,195 | $19,322,080.34 | 307,412 | 2025-08-04 | Filing | |
| $128.94 | 15,408 | $1,986,659.76 | 456,607 | 2025-08-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 37,645,965 | $4,982,067,009 | 0.08% | |
| 2. | 29,623,303 | $3,920,347,942 | 0.07% | |
| 3. | 18,048,259 | $2,388,506,596 | 0.09% | |
| 4. | 14,138,919 | $1,871,144,582 | 0.11% | |
| 5. | 12,842,056 | $1,699,518,066 | 0.11% |
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Operator: Good afternoon, and thank you for joining Airbnb's earnings conference call for the second quarter of 2025.
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