Airbnb, Inc. (ABNB): A Bull Case Theory
We came across a bullish thesis on Airbnb, Inc. (ABNB) on Substack by The Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on ABNB. Airbnb, Inc.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Renaissance Technologies Jim Simons | 3,616,495 | $458,607,734 | +7% | 0.68% |
2. | Akre Capital Management Charles Akre | 2,649,398 | $335,970,160 | +184% | 2.79% |
3. | 2,478,300 | $314,273,223 | +13% | 0.06% | |
4. | Farallon Capital Thomas Steyer | 2,371,200 | $300,691,872 | +40% | 1.47% |
5. | 2,107,300 | $267,226,713 | +71% | 0.05% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$130.22 | 9,603 | 164,850 | 2024-11-20 | Filing | ||
$131.30 | 140,254 | 0 | 2024-11-19 | Filing | ||
$130.67 | 74,031 | 140,254 | 2024-11-19 | Filing | ||
$145.00 | 156,924 | 184,326 | 2024-11-07 | Filing | ||
$136.23 | 6,250 | 524,572 | 2024-11-04 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 33,533,296 | $4,565,222,916 | 0.09% | |
2. | 26,580,861 | $3,618,718,414 | 0.09% | |
3. | 22,792,482 | $3,102,968,555 | 0.23% | |
4. | 18,110,558 | $2,465,600,913 | 0.43% | |
5. | 16,990,388 | $2,313,071,422 | 0.11% |