What smart money is saying about Airbnb, Inc.
6 funds in our archive have pitched Airbnb, Inc. — most recently Baron Real Estate Fund in June 2026.
Airbnb, Inc., along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking such services worldwide. Users can easily book anything from private rooms and primary residences to vacation homes through its online and mobile channels. Originally established as AirBed & Breakfast, Inc. in 2007, the company officially rebranded to Airbnb, Inc. in November 2010. Its corporate headquarters are situated in San Francisco, California.
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Position history
Between Q4 2024 and Q2 2026, 2 fund letters reported a position in Airbnb, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 3 |
Fund activity · 2 positions
- June 2026
Listed in Baron First Principles ETF’s reported holdings.
Airbnb, Inc. - June 2026
Listed in Baron Focused Growth Fund’s reported holdings.
Airbnb, Inc.
Fund coverage · 6 theses
- Baron Real Estate FundJune 2026
Airbnb, Inc. is a global asset-light travel platform with strong free cash flow, limited AI disruption risk, and a low valuation.
Read the full thesis - Artisan Value Equity StrategyDecember 2025
Airbnb is a category-leading, asset-light marketplace with a strong brand and moat, robust unit economics and net cash, where conservative expectations offer downside protection and upside optionality.
Read the full thesis - Madison Large Cap FundJune 2025
Airbnb is a leading player in the alternative accommodation market with strong growth potential, an excellent balance sheet, and an attractive investment opportunity due to recent share price declines.
Read the full thesis - Harris US Concentrated StrategyDecember 2024
Airbnb is well-positioned for long-term growth in the attractive global travel market, leveraging strong network effects and management alignment with shareholders to create valuable services.
Read the full thesis - Parnassus Value Equity FundDecember 2024
Airbnb is a leading platform for short-term and long-term rentals with strong profitability, innovative growth strategies, and an opportunity for investment amidst travel market fluctuations.
Read the full thesis - Nightview CapitalDecember 2024
Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.
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