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)
Market is closed
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 |
|---|---|---|---|---|---|---|
| $120.03 | 5,162 | $619,572.15 | 170,631 | 2025-12-02 | Filing | |
| $119.26 | 17,755 | $2,117,484.38 | 692,015 | 2025-12-01 | Filing | |
| $118.62 | 25,967 | $3,080,169.19 | 709,770 | 2025-12-01 | Filing | |
| $117.63 | 9,476 | $1,114,694.10 | 735,737 | 2025-12-01 | Filing | |
| $116.50 | 4,002 | $466,222.19 | 745,213 | 2025-12-01 | 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% |
News See All
Jim Cramer’s Thoughts on These 17 Stocks
“Every day at 9:30 AM, I'm listening to my partner Carl Quintanilla announce the names of the companies that are coming public on that particular day.
Airbnb (ABNB) Declined in Q3 Despite Reporting Strong Results
Baron Funds, an investment management company, released its “Baron Real Estate Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Airbnb, Inc. (NASDAQ:ABNB) Q3 2025 Earnings Call Transcript
Operator: Good afternoon, and thank you for joining Airbnb's earnings conference call for the third quarter of 2025.
UBS Lowers Airbnb (ABNB) PT to $145, Cites ChatGPT User Adoption Concerns
Airbnb Inc. (NASDAQ:ABNB) is one of the best up and coming stocks to buy right now.
13 Best Up and Coming Stocks to Buy Right Now
On October 25, Shannon Saccocia of Neuberger Berman joined 'Closing Bell' on CNBC to discuss the latest news affecting markets.
Jim Cramer Recently Covered These 10 Stocks
“The fourth year of the bull market begins just as the third ends with skepticism, with disbelief and contempt for the bulls.
Airbnb, Inc. (ABNB): A Bull Case Theory
We came across a bullish thesis on Airbnb, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on ABNB.
Sands Capital Global Growth Fund Sold Airbnb (ABNB) as Top-line Growth Decelerated
Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jim Cramer Commented on These 10 Stocks
“The cynics just can’t believe what’s happening in this market.
Hedge Fund Resource Center Billionaire Hedge Funds
