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 |
|---|---|---|---|---|---|---|
| $120.52 | 77,527 | $9,343,181.91 | 53,298 | 2025-12-04 | Filing | |
| $120.22 | 39,806 | $4,785,429.55 | 130,825 | 2025-12-03 | Filing | |
| $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 |
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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