Is Airbnb, Inc. (ABNB) A Good Stock To Buy Now?
Is ABNB a good stock to buy? We came across a bullish thesis on Airbnb, Inc. on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on ABNB.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 242,389 | $30,608,884 | +1% | 0.26% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 97,339 | $12,291,969 | +340% | 0.08% |
| 3. | Lee Munder Capital Group Lee Munder | 36,604 | $4,622,353 | -3% | 0.28% |
| 4. | Hurley Capital Charles Goldblum | 12 | $1,515 | -82% | 0% |
| 5. | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $143.00 | 3,750 | $536,250.00 | 463,415 | 2026-05-04 | Filing | |
| $143.06 | 1,515 | $216,736.20 | 54,015 | 2026-05-04 | Filing | |
| $142.49 | 1,342 | $191,219.43 | 55,530 | 2026-05-04 | Filing | |
| $141.39 | 14,522 | $2,053,306.24 | 56,872 | 2026-05-04 | Filing | |
| $140.34 | 21,284 | $2,987,100.85 | 71,394 | 2026-05-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,133,940 | $3,300,193,944 | 0.08% | |
| 2. | 7,786,272 | $983,250,428 | 0.05% | |
| 3. | 3,172,959 | $400,681,240 | 0.28% | |
| 4. | 2,651,802 | $334,869,562 | 0.08% | |
| 5. | 2,443,826 | $308,606,452 | 0.06% |