What Makes Airbnb (ABNB) an Attractive Investment?
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 18,694,408 | $2,537,204,988 | +21% | 3.21% |
| 2. | AQR Capital Management Cliff Asness | 6,762,784 | $917,845,029 | +59% | 0.48% |
| 3. | D E Shaw D. E. Shaw | 3,749,685 | $508,907,249 | +16% | 0.28% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 3,706,100 | $502,991,892 | -1% | 0.98% |
| 5. | Akre Capital Management Charles Akre | 3,473,243 | $471,388,540 | 5.17% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $134.07 | 4,145 | $555,700.25 | 286,015 | 2026-03-09 | Filing | |
| $133.80 | 7,955 | $1,064,355.93 | 290,160 | 2026-03-09 | Filing | |
| $132.37 | 1,600 | $211,785.76 | 298,115 | 2026-03-09 | Filing | |
| $131.42 | 14,047 | $1,846,117.14 | 299,715 | 2026-03-09 | Filing | |
| $130.73 | 17,853 | $2,333,849.49 | 313,762 | 2026-03-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,283,087 | $5,195,780,567 | 0.08% | |
| 2. | 31,504,726 | $4,275,821,354 | 0.07% | |
| 3. | 17,922,560 | $2,432,449,843 | 0.08% | |
| 4. | 13,234,861 | $1,796,235,704 | 0.11% | |
| 5. | 10,076,465 | $1,368,337,923 | 0.08% |